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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 | |||||
|---|---|---|---|---|---|---|---|
| NORTH CASTLE PARTNERS, LLC CRD 158213 | New York, NY | Advisory firm LLC | $1.32B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| LIVE OAK PRIVATE WEALTH, LLC CRD 297904 | Wilmington, NC | Advisory firm LLC | $1.32B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARBLE HARBOR INVESTMENT COUNSEL, LLC CRD 138538 | Boston, MA | Advisory firm LLC | $1.32B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OTRO CAPITAL CRD 327232 | New York, NY | Advisory firm LLC | $1.32B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SAVOIE CAPITAL LLC CRD 167497 | Chicago, IL | Advisory firm LLC | $1.32B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CHEQUERS FINANCIAL MANAGEMENT LLC CRD 175209 | San Francisco, CA | Advisory firm LLC | $1.31B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARNES PETTEY FINANCIAL ADVISORS, LLC CRD 142944 | Clarksdale, MS | Advisory firm LLC | $1.31B | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TOPSAIL WEALTH MANAGEMENT LLC CRD 331098 | Charlotte, NC | Advisory firm LLC | $1.31B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHAMPTON CAPITAL PARTNERS CRD 329072 | Miami, FL | Advisory firm LLC | $1.31B | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OFS CLO MANAGEMENT II, LLC CRD 323411 | Chicago, IL | Advisory firm LLC | $1.31B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIPLEPOINT ADVISERS LLC CRD 168948 | Menlo Park, CA | Advisory firm LLC | $1.31B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| RCM GA MANAGER LLC CRD 331637 | New York, NY | Advisory firm LLC | $1.31B | 19 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOUNT LUCAS MANAGEMENT LP CRD 108255 | Newtown, PA | Advisory firm LP | $1.30B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PRUDENT INVESTOR ADVISORS, LLC CRD 121922 | Folsom, CA | Advisory firm LLC | $1.30B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PBMARES WEALTH MANAGEMENT LLC CRD 116218 | Williamsburg, VA | Advisory firm LLC | $1.30B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SNOWWATER INVESTMENT PARTNERS, LLC CRD 311790 | NY | Advisory firm LLC | $1.30B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CALIGAN PARTNERS CRD 289887 | New York, NY | Advisory firm LP | $1.30B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BEACON CAPITAL PARTNERS, LLC CRD 158137 | Boston, MA | Advisory firm LLC | $1.30B | 26 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAGEWIND CAPITAL LLC CRD 288855 | New York, NY | Advisory firm LLC | $1.30B | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CRYSTAL CAPITAL PARTNERS, LLC CRD 146010 | Bay Harbor Islands, FL | Advisory firm LLC | $1.30B | 6 advisors | Percentage of AUM | View | |
| ADVANTAGE CAPITAL CRD 171365 | New Orleans, LA | Advisory firm LLC | $1.29B | 130 advisors | Performance-based fees; PERCENTAGE OF CAPITAL CONTRIBUTED | View | |
| PINNACLE INVESTMENTS, LLC CRD 142910 | East Syracuse, NY | Advisory firm LLC | $1.29B | 55 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIONDO INVESTMENT ADVISORS LLC CRD 130105 | Milford, PA | Advisory firm LLC | $1.29B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BIP CAPITAL CRD 292983 | Atlanta, GA | Advisory firm LLC | $1.29B | 10 advisors | Percentage of AUM; Performance-based fees | View |