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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 | |||||
|---|---|---|---|---|---|---|---|
| OAK HARVEST INVESTMENT SERVICES CRD 173293 | Houston, TX | Advisory firm LLC | $1.14B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARLYLE AVIATION SECURITIES PARTNERS LLC CRD 168456 | Miami, FL | Advisory firm LLC | $1.14B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| YOSEMITE MANAGEMENT, LLC CRD 326764 | San Francisco, CA | Advisory firm LLC | $1.14B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CASTLE CREEK CAPITAL CRD 158079 | San Diego, CA | Advisory firm LLC | $1.14B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| PSC MANAGER LLC CRD 311756 | Yardley, PA | Advisory firm LLC | $1.14B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| 747 CAPITAL, LLC CRD 164742 | New York, NY | Advisory firm LLC | $1.13B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SYMBIOTIC CAPITAL CRD 325844 | Los Angeles, CA | Advisory firm LLC | $1.13B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HM INTERNATIONAL L.L.C. CRD 321885 | Austin, TX | Advisory firm LLC | $1.13B | 5 advisors | Percentage of AUM | View | |
| ICAPITAL FUND ADVISORS LLC CRD 330352 | New York, NY | Advisory firm LLC | $1.13B | 27 advisors | Percentage of AUM | View | |
| ORKILA MANAGEMENT, LLC CRD 171242 | New York, NY | Advisory firm LLC | $1.13B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ANCORA ALTERNATIVES LLC CRD 311902 | Cleveland, OH | Advisory firm LLC | $1.13B | 31 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SCOTT CAPITAL ADVISORS, LLC CRD 307980 | Portland, OR | Advisory firm LLC | $1.13B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QVR ADVISORS CRD 288357 | San Francisco, CA | Advisory firm LLC | $1.13B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PATRIOT FINANCIAL MANAGER, L.P. CRD 159818 | Radnor, PA | Advisory firm LP | $1.13B | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MG FINANCIAL LLC CRD 107649 | Braintree, MA | Advisory firm LLC | $1.13B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOONRISE CAPITAL LP CRD 286269 | Vero Beach, FL | Advisory firm LP | $1.13B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| EDGE PRINCIPAL ADVISORS, LLC CRD 158273 | New York, NY | Advisory firm LLC | $1.13B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| AVIANCE CAPITAL PARTNERS LLC CRD 146597 | Naples, FL | Advisory firm LLC | $1.13B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| TRISPAN (USA) LLC CRD 305501 | New York, NY | Advisory firm LLC | $1.13B | 10 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| INSIGHT WEALTH PARTNERS CRD 153635 | Plano, TX | Advisory firm LLC | $1.12B | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADDISON CAPITAL CRD 144853 | Conshohocken, PA | Advisory firm LLC | $1.12B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. CRD 138851 | Akron, OH | Advisory firm LLC | $1.12B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLG LLC CRD 282605 | Long Beach, CA | Advisory firm LLC | $1.12B | 23 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VANTAGE WEALTH MANAGEMENT, LLC CRD 152374 | San Mateo, CA | Advisory firm LLC | $1.12B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |