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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Advisory firms — LLCs, partnerships, and sole proprietors that households typically hire directly.
29,903 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| ZBS PARTNERS, LLC CRD 326727 | New York, NY | Advisory firm LLC | $1.41B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| IRON POINT PARTNERS, LLC CRD 157078 | Washington, DC | Advisory firm LLC | $1.41B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUDERS FINANCIAL ADVISORS, LLC CRD 296780 | Cincinnati, OH | Advisory firm LLC | $1.41B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| GREENE WEALTH MANAGEMENT, LLC CRD 137810 | Seattle, WA | Advisory firm LLC | $1.41B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOLDHAVEN MANAGEMENT CRD 304300 | London | Advisory firm LLP | $1.41B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ELLSWORTH ADVISORS, LLC CRD 297464 | Hudson, OH | Advisory firm LLC | $1.41B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| GREENLINE PARTNERS CRD 164192 | New York, NY | Advisory firm LLC | $1.41B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ASTIGNES CAPITAL ASIA PTE. LTD. CRD 152719 | Singapore | Advisory firm Other (specify) | $1.41B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| MSA FINANCIAL CRD 107768 | Braintree, MA | Advisory firm LLC | $1.41B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOROFARE, LLC CRD 171293 | El Segundo, CA | Advisory firm LLC | $1.40B | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 49 FINANCIAL CRD 319484 | Austin, TX | Advisory firm LLC | $1.40B | 128 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DC CAPITAL PARTNERS MANAGEMENT, L.P. CRD 283131 | Alexandria, VA | Advisory firm LP | $1.40B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| HOWARD FINANCIAL SERVICES, LTD. CRD 107978 | Dallas, TX | Advisory firm LP | $1.40B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILICON VALLEY RETIREMENT SERVICES, LLC CRD 154756 | San Jose, CA | Advisory firm LLC | $1.40B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC CRD 139237 | San Jose, CA | Advisory firm LLC | $1.40B | 9 advisors | Percentage of AUM | View | |
| PIVOT CAPITAL PARTNERS LLC CRD 335324 | Chicago, IL | Advisory firm LLC | $1.40B | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERITY INVESTMENT PARTNERS CRD 119630 | Beaufort, SC | Advisory firm LLC | $1.40B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| LAUREL OAK WEALTH MANAGEMENT, LLC CRD 336824 | Marlton, NJ | Advisory firm LLC | $1.40B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSET ADVISORS CRD 297305 | Augusta, GA | Advisory firm LLC | $1.40B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ST. DENIS J. VILLERE & CO., LLC CRD 105159 | New Orleans, LA | Advisory firm LLC | $1.40B | 4 advisors | Percentage of AUM | View | |
| EQUITY INTERNATIONAL CRD 156961 | Chicago, IL | Advisory firm LLC | $1.40B | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MARIETTA WEALTH MANAGEMENT, LLC CRD 281782 | Marietta, GA | Advisory firm LLC | $1.39B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSPIRION WEALTH ADVISORS, LLC CRD 165174 | Libertyville, IL | Advisory firm LLC | $1.39B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESM MANAGEMENT LLC CRD 150142 | MA | Advisory firm LLC | $1.39B | 2 advisors | Percentage of AUM; Performance-based fees | View |