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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 | |||||
|---|---|---|---|---|---|---|---|
| ARCADIA INVESTMENT PARTNERS CRD 161426 | New York, NY | Advisory firm LLC | $1.37B | 4 advisors | Fixed fees · Performance-based fees +1 more | View | |
| RICE PARK CAPITAL CRD 304990 | Plymouth, MN | Advisory firm LP | $1.37B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BEIRNE. CRD 167103 | Shelton, CT | Advisory firm LLC | $1.37B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| THE INSTITUTE CRD 127207 | Denver, CO | Advisory firm LLC | $1.37B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK DIAMOND FINANCIAL, LLC CRD 145108 | Lutherville, MD | Advisory firm LLC | $1.37B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEXT LEVEL PRIVATE LLC CRD 313247 | Harrison, NY | Advisory firm LLC | $1.37B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| SEAVIEW INVESTMENT MANAGERS LLC CRD 300155 | Coral Gables, FL | Advisory firm LLC | $1.37B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MERIDIAN WEALTH PARTNERS, LLC CRD 287768 | East Norriton, PA | Advisory firm LLC | $1.37B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| DIAPHANUM CRD 310052 | Madrid, FL | Advisory firm LLC | $1.37B | 6 advisors | Percentage of AUM | View | |
| BH CREDIT MANAGEMENT LLC CRD 317505 | Dallas, TX | Advisory firm LLC | $1.37B | 14 advisors | Percentage of AUM | View | |
| HOLLOW BROOK WEALTH MANAGEMENT LLC CRD 145521 | Katonah, NY | Advisory firm LLC | $1.37B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SEASIDE EQUITY PARTNERS CRD 307171 | San Diego, CA | Advisory firm LLC | $1.37B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| ASSET RISK CONSULTANTS (UK) LIMITED CRD 292916 | London, NC | Advisory firm Other (specify) | $1.37B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ADVISORS, LTD., LLC CRD 153600 | Shaker Heights, OH | Advisory firm LLC | $1.37B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCILRATH & ECK, LLC CRD 145252 | Arlington, WA | Advisory firm LLC | $1.36B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ONE DAY IN JULY LLC CRD 284335 | Burlington, VT | Advisory firm LLC | $1.36B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| WEATHERGAGE CAPITAL, LLC CRD 156612 | Austin, TX | Advisory firm LLC | $1.36B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CITATION CRD 326828 | Dallas, TX | Advisory firm LLC | $1.36B | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 180 WEALTH ADVISORS, LLC CRD 284921 | Federal Way, WA | Advisory firm LLC | $1.36B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NELSON CAPITAL ADVISORS CRD 307706 | ME | Advisory firm LLC | $1.36B | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| HEARTWOOD PARTNERS, LLC CRD 313052 | Norwalk, CT | Advisory firm LLC | $1.36B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MIDWEST CAPITAL ADVISORS, LLC CRD 125389 | Grand Rapids, MI | Advisory firm LLC | $1.36B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| SYMPHONY FINANCIAL, LTD. CO. CRD 171816 | Houston, TX | Advisory firm LLC | $1.35B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GALVIN, GAUSTAD & STEIN, LLC CRD 153410 | Scottsdale, AZ | Advisory firm LLC | $1.35B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View |