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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 | |||||
|---|---|---|---|---|---|---|---|
| PALMER SQUARE BDC ADVISOR LLC CRD 306742 | Mission Woods, KS | Advisory firm LLC | $1.22B | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| PARTHENON LLC CRD 107794 | Louisville, KY | Advisory firm LLC | $1.22B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WYNKOOP LLC CRD 150018 | Greenwood Village, CO | Advisory firm LLC | $1.22B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SEASONS OF ADVICE WEALTH MANAGEMENT CRD 310448 | New York, NY | Advisory firm LLC | $1.22B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SNAPDRAGON CAPITAL PARTNERS LLC CRD 297989 | CT | Advisory firm LLC | $1.22B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| WISS PRIVATE CLIENT ADVISORS, LLC CRD 286319 | Florham Park, NJ | Advisory firm LLC | $1.22B | 9 advisors | Percentage of AUM | View | |
| OLD IRONSIDES ENERGY, LLC CRD 168670 | Waltham, MA | Advisory firm LLC | $1.21B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HAUSER RETIREMENT SOLUTIONS 2 LLC CRD 299959 | Cincinnati, OH | Advisory firm LLC | $1.21B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| REGENTS GATE CAPITAL LLP CRD 331810 | London | Advisory firm LLP | $1.21B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HAMILTON POINT INVESTMENT ADVISORS, LLC CRD 144534 | Chapel Hill, NC | Advisory firm LLC | $1.21B | 7 advisors | Percentage of AUM | View | |
| WESPAC ADVISORS, LLC CRD 148242 | Orinda, CA | Advisory firm LLC | $1.21B | 8 advisors | Percentage of AUM; Hourly charges | View | |
| CHILDRESS CAPITAL ADVISORS, LLC CRD 310277 | Houston, TX | Advisory firm LLC | $1.21B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANGELES EQUITY PARTNERS, LLC CRD 281284 | Los Angeles, CA | Advisory firm LLC | $1.20B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| ARISTA WEALTH MANAGEMENT, LLC CRD 141504 | Las Vegas, NV | Advisory firm LLC | $1.20B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGARD REAL ESTATE ADVISORS CRD 167125 | Denver, CO | Advisory firm LLC | $1.20B | 22 advisors | Percentage of AUM; AN AFFILIATE MAY RECEIVE REAL ESTATE ACQUISITION & OTHER FEES | View | |
| SUNRIVER MANAGEMENT LLC CRD 281277 | Greenwich, CT | Advisory firm LLC | $1.20B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| JUGGERNAUT MANAGEMENT, LLC CRD 160623 | Washington, DC | Advisory firm LLC | $1.20B | 15 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| AUTUMN LANE ADVISORS, LLC CRD 173624 | Houston, TX | Advisory firm LLC | $1.20B | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BREAKOUT CAPITAL PARTNERS CRD 321224 | New York, NY | Advisory firm LP | $1.20B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CDAM (UK) LTD CRD 169319 | London | Advisory firm Other (specify) | $1.20B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| URSA FUND MANAGEMENT LLC CRD 283363 | Danville, CA | Advisory firm LLC | $1.20B | 2 advisors | Performance-based fees | View | |
| CEDAR MOUNTAIN ADVISORS, LLC CRD 140339 | Lake Oswego, OR | Advisory firm LLC | $1.20B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CRD 126767 | Boca Raton, FL | Advisory firm LLC | $1.20B | 8 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FINBACK INVESTMENT PARTNERS CRD 310944 | Coral Gables, FL | Advisory firm LLC | $1.20B | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View |