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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 | |||||
|---|---|---|---|---|---|---|---|
| ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. CRD 323503 | SãO Paulo | Advisory firm Other (specify) | $1.27B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL COUNCIL, LLC CRD 110748 | Towson, MD | Advisory firm LLC | $1.27B | 10 advisors | Percentage of AUM | View | |
| ARCA WEALTH, LLC CRD 174765 | Portsmouth, NH | Advisory firm LLC | $1.27B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGEHALL MANAGEMENT LP CRD 314770 | New York, NY | Advisory firm LP | $1.27B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENLIGHT MASTERS, LLC CRD 157082 | New York, NY | Advisory firm LLC | $1.27B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LEXAURUM ADVISORS CRD 283653 | Overland Park, KS | Advisory firm LLC | $1.27B | 31 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PFM HEALTH SCIENCES, LP CRD 146747 | San Francisco, CA | Advisory firm LP | $1.27B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MANAGED ASSET PORTFOLIOS, LLC CRD 109574 | Rochester, MI | Advisory firm LLC | $1.27B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WEALTHSHIELD PARTNERS, LLC CRD 169584 | Cary, NC | Advisory firm LLC | $1.27B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELVERON REAL ESTATE PARTNERS, LLC CRD 282072 | San Francisco, CA | Advisory firm LLC | $1.27B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| MADISON RIVER CAPITAL LLC CRD 286411 | New York, NY | Advisory firm LLC | $1.26B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CHEMISTRY WEALTH MANAGEMENT LLC CRD 316069 | New York, NY | Advisory firm LLC | $1.26B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVICTUS GROWTH PARTNERS CRD 311947 | San Mateo, CA | Advisory firm LLC | $1.26B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC CRD 317225 | Greenwich, CT | Advisory firm LLC | $1.26B | 117 advisors | Percentage of AUM; Performance-based fees | View | |
| ANDINA ADVISORS CRD 151762 | Logan, UT | Advisory firm LLC | $1.26B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANAL ROAD CAPITAL, LLC CRD 327488 | Miami, FL | Advisory firm LLC | $1.26B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ABSHER WEALTH MANAGEMENT, LLC CRD 304642 | Chapel Hill, NC | Advisory firm LLC | $1.26B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OSPRAIE MANAGEMENT, LLC CRD 305479 | Rye, NY | Advisory firm LLC | $1.26B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| MONTIS FINANCIAL, LLC CRD 163986 | Waltham, MA | Advisory firm LLC | $1.26B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HOHIMER WEALTH MANAGEMENT, LLC CRD 300140 | Seattle, WA | Advisory firm LLC | $1.26B | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HERITAGE CAPITAL ADVISORS, LLC CRD 310306 | CA | Advisory firm LLC | $1.26B | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE SAGE CAPITAL CRD 297282 | Austin, TX | Advisory firm LP | $1.26B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HARVEY CAPITAL PARTNERS, L.P. CRD 327590 | New York, NY | Advisory firm LP | $1.26B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ULLMANN WEALTH PARTNERS CRD 316697 | Jacksonville Beach, FL | Advisory firm LLC | $1.25B | 7 advisors | Percentage of AUM; Hourly charges | View |