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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 | |||||
|---|---|---|---|---|---|---|---|
| J.J. BURNS & COMPANY CRD 140452 | Melville, NY | Advisory firm LLC | $1.25B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| AMBERJACK CAPITAL PARTNERS, L.P. CRD 161464 | Houston, TX | Advisory firm LP | $1.25B | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ONE WEALTH ADVISORS, LLC CRD 170910 | San Francisco, CA | Advisory firm LLC | $1.25B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| ARBITER PARTNERS CRD 156290 | New York, NY | Advisory firm LLC | $1.25B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| PGIM FUND MANAGEMENT LIMITED CRD 171548 | London | Advisory firm Other (specify) | $1.25B | 47 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OAKHURST ADVISORS CRD 282057 | Los Angeles, CA | Advisory firm LLC | $1.25B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SUPERSTATE ADVISERS LLC CRD 336188 | New York, NY | Advisory firm LLC | $1.25B | 3 advisors | Percentage of AUM | View | |
| ALBANY ROAD REAL ESTATE PARTNERS, LLC CRD 290302 | Dedham, MA | Advisory firm LLC | $1.25B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHWEST FINANCIAL ADVISORS LLC CRD 166769 | Herndon, VA | Advisory firm LLC | $1.24B | 31 advisors | Percentage of AUM; Hourly charges | View | |
| BLACKBARN CAPITAL PARTNERS LP CRD 319137 | New York, NY | Advisory firm LP | $1.24B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PROMETHEUS WEALTH MANAGEMENT SAM CRD 332503 | Monaco | Advisory firm Other (specify) | $1.24B | 6 advisors | Percentage of AUM · Commissions +1 more | View | |
| ALTERNATIVE CAPITAL FUND MANAGEMENT LLC CRD 311532 | Englewood Cliffs, NJ | Advisory firm LLC | $1.24B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KPP ADVISORY SERVICES LLC CRD 289507 | Louisville, KY | Advisory firm LLC | $1.24B | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KORE ADVISORS LP CRD 159663 | Boynton Beach, FL | Advisory firm LP | $1.24B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SIVIA CAPITAL PARTNERS, LLC CRD 170413 | Mill Valley, CA | Advisory firm LLC | $1.24B | 2 advisors | Percentage of AUM | View | |
| GE VERNOVA INVESTMENT ADVISERS, LLC CRD 329905 | Stamford, CT | Advisory firm LLC | $1.24B | 9 advisors | Fixed fees; COST/EXPENSE REIMBURSEMENT | View | |
| OPAL WEALTH ADVISORS, LLC CRD 289759 | Jericho, NY | Advisory firm LLC | $1.24B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORBEL CAPITAL PARTNERS CRD 171849 | Los Angeles, CA | Advisory firm LLC | $1.24B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| ARLINGTON FINANCIAL ADVISORS, LLC CRD 283288 | Santa Barbara, CA | Advisory firm LLC | $1.24B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACON LATAM MANAGEMENT, L.L.C. CRD 161535 | Washington, DC | Advisory firm LLC | $1.24B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| AGL US DL MANAGEMENT LLC CRD 331398 | New York, NY | Advisory firm LLC | $1.24B | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| SEVEN GRAND MANAGERS LLC CRD 310026 | Bronxville, NY | Advisory firm LLC | $1.24B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| GREAT WATERS FINANCIAL CRD 308215 | Shoreview, MN | Advisory firm LLC | $1.24B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPIRE CAPITAL ADVISORS LLC CRD 298366 | Seattle, WA | Advisory firm LLC | $1.23B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View |