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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 | |||||
|---|---|---|---|---|---|---|---|
| OCTAGON CAPITAL ADVISORS LP CRD 306424 | New York, NY | Advisory firm LP | $1.18B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| PORTLAND GLOBAL ADVISORS LLC CRD 109127 | Portland, ME | Advisory firm LLC | $1.17B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| AUDAX PDB MANAGEMENT COMPANY, LLC CRD 333812 | New York, NY | Advisory firm LLC | $1.17B | 80 advisors | Percentage of AUM; Performance-based fees | View | |
| WILLOW TREE CAPITAL CORP ADVISORS LLC CRD 328528 | New York, NY | Advisory firm LLC | $1.17B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| VSS FUND MANAGEMENT LLC CRD 156600 | New York, NY | Advisory firm LLC | $1.17B | 28 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CHEVIOT VALUE MANAGEMENT, LLC CRD 166291 | Beverly Hills, CA | Advisory firm LLC | $1.17B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRAIGHTLINE CRD 127401 | Troy, MI | Advisory firm LLC | $1.17B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALLEGIANT WEALTH ADVISORS, LLC CRD 330239 | Tulsa, OK | Advisory firm LLC | $1.17B | 2 advisors | Percentage of AUM | View | |
| SPACE CAPITAL CRD 287867 | New York, NY | Advisory firm LLC | $1.17B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WPWEALTH LLP CRD 145467 | Fort Worth, TX | Advisory firm LLP | $1.17B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHOREVIEW INDUSTRIES V, LLC CRD 156686 | Minneapolis, MN | Advisory firm LLC | $1.17B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| AGR PARTNERS LLC CRD 283081 | Chicago, IL | Advisory firm LLC | $1.17B | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GRAFTON STREET PARTNERS CRD 319109 | FL | Advisory firm LLC | $1.16B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BOW RIVER ADVISERS, LLC CRD 325285 | Denver, CO | Advisory firm LLC | $1.16B | 5 advisors | Percentage of AUM | View | |
| IBEX INVESTORS LLC CRD 126496 | Denver, CO | Advisory firm LLC | $1.16B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ELDRIDGE ACRE PARTNERS, LP CRD 328401 | Los Angeles, CA | Advisory firm LLC | $1.16B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAROFIM REALTY ADVISORS LLC CRD 106931 | Houston, TX | Advisory firm LLC | $1.16B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BOYNE CAPITAL CRD 285919 | Miami, FL | Advisory firm LLC | $1.16B | 32 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AFFINITY INVESTMENT ADVISORS, LLC CRD 108278 | Newport Beach, CA | Advisory firm LLC | $1.16B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| LAKE STREET CRD 296761 | Chicago, IL | Advisory firm LLC | $1.16B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRAZIER FINANCIAL ADVISORS, LLC CRD 106649 | Columbus, OH | Advisory firm LLC | $1.16B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIBRARY RESEARCH LIMITED CRD 301421 | Hong Kong | Advisory firm Other (specify) | $1.16B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHLANE CAPITAL PARTNERS CRD 285990 | Bethesda, MD | Advisory firm LLC | $1.16B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| ALASKA WEALTH ADVISORS CRD 172151 | Anchorage, AK | Advisory firm LLC | $1.16B | 16 advisors | Percentage of AUM · Hourly charges +1 more | View |