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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 | |||||
|---|---|---|---|---|---|---|---|
| CHI-RHO FINANCIAL, LLC CRD 138947 | Atlanta, GA | Advisory firm LLC | $1.35B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BARLOW WEALTH PARTNERS, LLC CRD 325308 | Louisville, KY | Advisory firm LLC | $1.35B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GALLANT CAPITAL PARTNERS LLC CRD 297344 | Los Angeles, CA | Advisory firm LLC | $1.35B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL INVESTMENT COUNSEL, LLC CRD 328472 | Denver, CO | Advisory firm LLC | $1.35B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| INNOVATUS CAPITAL PARTNERS, LLC CRD 281928 | New York, NY | Advisory firm LLC | $1.35B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| 1315 CAPITAL CRD 175292 | Philadelphia, PA | Advisory firm LLC | $1.35B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FIN CAPITAL CRD 298492 | San Francisco, CA | Advisory firm LLC | $1.35B | 22 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| FIFTH AVENUE FAMILY OFFICE CRD 122448 | Naples, FL | Advisory firm LLC | $1.35B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| INTELLUS ADVISORS, LLC CRD 332883 | Naples, FL | Advisory firm LLC | $1.35B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOISAND FITZGERALD TAMAYO, LLC CRD 109419 | Orlando, FL | Advisory firm LLC | $1.35B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HERONBRIDGE CRD 164314 | Bath | Advisory firm LLP | $1.35B | 4 advisors | Percentage of AUM | View | |
| CROSS CREEK ADVISORS, LLC CRD 165803 | Salt Lake City, UT | Advisory firm LLC | $1.35B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| STANDARD CRYPTO MANAGEMENT LP CRD 305439 | CA | Advisory firm LP | $1.35B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| 776 MANAGEMENT, LLC CRD 311918 | FL | Advisory firm LLC | $1.35B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENPOINT PARTNERS CRD 310532 | New York, NY | Advisory firm LP | $1.35B | 9 advisors | Percentage of AUM; CARRIED INTEREST PAYABLE TO AFFILIATES AND SUB-ADVISORY FEES | View | |
| MSH CAPITAL ADVISORS LLC CRD 157835 | Scottsdale, AZ | Advisory firm LLC | $1.35B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| COHALO CRD 297315 | UT | Advisory firm LLC | $1.35B | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE MILWAUKEE COMPANY CRD 123452 | Thiensville, WI | Advisory firm LLC | $1.35B | 4 advisors | Percentage of AUM | View | |
| STRATEGY CAPITAL LLC CRD 169007 | Los Altos, CA | Advisory firm LLC | $1.34B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| STILLWATER CAPITAL ADVISORS, LLC CRD 149946 | Devon, PA | Advisory firm LLC | $1.34B | 4 advisors | Percentage of AUM | View | |
| EQUITY RESOURCE INVESTMENTS, LLC CRD 161186 | Cambridge, MA | Advisory firm LLC | $1.34B | 21 advisors | Performance-based fees; A PERCENTAGE OF INVESTED CAPITAL | View | |
| WEATHERBIE CAPITAL, LLC CRD 105991 | Boston, MA | Advisory firm LLC | $1.34B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ORANGEWOOD PARTNERS MANAGEMENT LLC CRD 282292 | New York, NY | Advisory firm LLC | $1.34B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| PERMIRA CREDIT LLC CRD 330996 | San Francisco, CA | Advisory firm LLC | $1.34B | 20 advisors | Percentage of AUM; Performance-based fees | View |