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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 | |||||
|---|---|---|---|---|---|---|---|
| ARBOR INVESTMENT ADVISORS CRD 111077 | Winston Salem, NC | Advisory firm LLC | $1.29B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SILICON VALLEY CAPITAL PARTNERS, L.P. CRD 125114 | San Jose, CA | Advisory firm LP | $1.29B | 4 advisors | Percentage of AUM | View | |
| WAHED CRD 242793 | New York, NY | Advisory firm LLC | $1.29B | 1 advisors | Percentage of AUM | View | |
| RIZVI TRAVERSE MANAGEMENT, LLC CRD 160733 | West Palm Beach, FL | Advisory firm LLC | $1.29B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TTCP MANAGEMENT SERVICES, LLC CRD 165448 | Bloomington, MN | Advisory firm LLC | $1.28B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| NISHKAMA CAPITAL LLC CRD 170322 | PR | Advisory firm LLC | $1.28B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| IBEX WEALTH ADVISORS, LLC CRD 168674 | West Palm Beach, FL | Advisory firm LLC | $1.28B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LORD ABBETT PRIVATE CREDIT ADVISOR LLC CRD 332701 | Jersey City, NJ | Advisory firm LLC | $1.28B | 191 advisors | Percentage of AUM; Performance-based fees | View | |
| OBSIDIAN CIO LLC CRD 289000 | New York, NY | Advisory firm LLC | $1.28B | 4 advisors | Percentage of AUM; PLATFORM FEES | View | |
| TRIGATE MANAGEMENT LLC CRD 158083 | Dallas, TX | Advisory firm LLC | $1.28B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| REDEFINE VENTURES LLC CRD 323691 | Boulder, CO | Advisory firm LLC | $1.28B | 1 advisors | Percentage of AUM | View | |
| SYMPHONY FINANCIAL PARTNERS (SINGAPORE) PTE. LTD. CRD 170667 | Singapore | Advisory firm Other (specify) | $1.28B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BIGSUR PARTNERS, LLC CRD 146511 | Miami, FL | Advisory firm LLC | $1.28B | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FRAMEWORK VENTURES CRD 314038 | San Francisco, CA | Advisory firm LLC | $1.28B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MCDONALD PARTNERS LLC CRD 135414 | Cleveland, OH | Advisory firm LLC | $1.28B | 29 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ECOSYSTEM INVESTMENT PARTNERS, LLC CRD 165149 | Baltimore, MD | Advisory firm LLC | $1.28B | 20 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RDST CAPITAL LLC CRD 284645 | Seattle, WA | Advisory firm LLC | $1.28B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGHCLERE INTERNATIONAL INVESTORS CRD 140380 | London | Advisory firm LLP | $1.28B | 9 advisors | Percentage of AUM | View | |
| NORTH PIER FIDUCIARY MANAGEMENT, LLC CRD 148128 | Marina Del Rey, CA | Advisory firm LLC | $1.28B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PETTINGA FINANCIAL ADVISORS, LLC CRD 156369 | Evansville, IN | Advisory firm LLC | $1.28B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| PROMETHOS CAPITAL, LLC CRD 300915 | Boston, MA | Advisory firm LLC | $1.27B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHSTAR FIDUCIARY PARTNERS, LLC CRD 284994 | NJ | Advisory firm LLC | $1.27B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KEB WEALTH ADVISORS CRD 117935 | Springfield, IL | Advisory firm LLC | $1.27B | 13 advisors | Percentage of AUM; Hourly charges | View | |
| KILTEARN PARTNERS CRD 158789 | Edinburgh | Advisory firm LLP | $1.27B | 8 advisors | Percentage of AUM | View |