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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 | |||||
|---|---|---|---|---|---|---|---|
| THREE SEASONS WEALTH CRD 326517 | Salt Lake City, UT | Advisory firm LLC | $1.23B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| KEEN WEALTH ADVISORS CRD 170293 | Overland Park, KS | Advisory firm LLC | $1.23B | 30 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THEMES MANAGEMENT COMPANY LLC CRD 323861 | Greenwich, CT | Advisory firm LLC | $1.23B | 4 advisors | Percentage of AUM | View | |
| 7RIDGE LIMITED CRD 315057 | London | Advisory firm Other (specify) | $1.23B | 13 advisors | Percentage of AUM; CARRIED INTEREST ALLOCATIONS MADE TO AFFILIATES | View | |
| BWCP, LP CRD 305638 | Dallas, TX | Advisory firm LP | $1.23B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| HCM WEALTH ADVISORS CRD 107700 | Cincinnati, OH | Advisory firm LLC | $1.23B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| PLATFORM TECHNOLOGY PARTNERS CRD 305602 | Locust Valley, NY | Advisory firm LLC | $1.23B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRUDENT MANAGEMENT ASSOCIATES CRD 16691 | Philadelphia, PA | Advisory firm Partnership | $1.23B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CENTRE PARTNERS MANAGEMENT LLC CRD 109534 | New York, NY | Advisory firm LLC | $1.23B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| QTRON INVESTMENTS LLC CRD 285608 | Boston, MA | Advisory firm LLC | $1.23B | 4 advisors | Percentage of AUM | View | |
| HARVEY PARTNERS, LLC CRD 160681 | Tarrytown, NY | Advisory firm LLC | $1.23B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPOSITION CAPITAL LP CRD 332182 | Los Angeles, CA | Advisory firm LP | $1.23B | 8 advisors | Fixed fees; FEES SUBJECT TO CERTAIN THRESHOLDS. SEE ADV PART 2A, ITEM 5. | View | |
| SLATER INVESTMENTS LIMITED CRD 327135 | London | Advisory firm LLC | $1.23B | 4 advisors | Percentage of AUM | View | |
| PCIM REALTY ADVISORS, LLC CRD 313281 | Addison, TX | Advisory firm LLC | $1.22B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DECISIONPOINT FINANCIAL, LLC CRD 296988 | Mesa, AZ | Advisory firm LLC | $1.22B | 14 advisors | Percentage of AUM; Hourly charges | View | |
| PRELUDE GROWTH PARTNERS CRD 293249 | New York, NY | Advisory firm LLC | $1.22B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| PREMIER PATH WEALTH PARTNERS, LLC CRD 325300 | Madison, NJ | Advisory firm LLC | $1.22B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNTAIN POINT CREDIT MANAGEMENT LLC CRD 330615 | Greenwich, CT | Advisory firm LLC | $1.22B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FOURTHSTONE LLC CRD 169067 | St.. Louis, MO | Advisory firm LLC | $1.22B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| WELLSPRING FINANCIAL PARTNERS CRD 158872 | Tucson, AZ | Advisory firm LLC | $1.22B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEMENT POINTE FAMILY OFFICE CRD 282750 | Miami, FL | Advisory firm LLC | $1.22B | 9 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| WATER ISLAND CAPITAL, LLC CRD 113358 | New York, NY | Advisory firm LLC | $1.22B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SANFORD C. BERNSTEIN & CO., LLC CRD 104474 | Nashville, TN | Advisory firm LLC | $1.22B | 0 total employees | Percentage of AUM · Subscription fees +4 more | View | |
| ICAPITAL REGISTERED FUND ADVISER LLC CRD 310587 | New York, NY | Advisory firm LLC | $1.22B | 21 advisors | Percentage of AUM | View |