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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 | |||||
|---|---|---|---|---|---|---|---|
| RHAME & GORRELL WEALTH MANAGEMENT CRD 283027 | The Woodlands, TX | Advisory firm LLC | $1.11B | 12 advisors | Percentage of AUM | View | |
| KINGS COURT CAPITAL PTE. LTD CRD 311229 | Singapore, Singapore | Advisory firm Other (specify) | $1.11B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DECCAN VALUE INVESTORS L.P. CRD 158187 | CT | Advisory firm LP | $1.11B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| UPPER90 CRD 304179 | Providence, RI | Advisory firm LP | $1.11B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| KIAN CAPITAL PARTNERS, LLC CRD 329179 | Charlotte, NC | Advisory firm LLC | $1.10B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| BERKELEY CAPITAL PARTNERS, LLC CRD 281082 | Milton, GA | Advisory firm LLC | $1.10B | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC CRD 289384 | Palo Alto, CA | Advisory firm LLC | $1.10B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| INTEGRITY ADVISORY SOLUTIONS CRD 288817 | Dallas, TX | Advisory firm LLC | $1.10B | 108 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COPPELL ADVISORY SOLUTIONS LLC CRD 156549 | Dallas, TX | Advisory firm LLC | $1.10B | 77 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CREST ROCK PARTNERS CRD 305101 | Denver, CO | Advisory firm LP | $1.10B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| COHEN CAPITAL CRD 339112 | Chicago, IL | Advisory firm LLC | $1.10B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ENCLAVE ADVISORS, LLC CRD 165205 | Austin, TX | Advisory firm LLC | $1.10B | 3 advisors | Percentage of AUM | View | |
| NEXA EQUITY LLC CRD 317201 | San Francisco, CA | Advisory firm LLC | $1.10B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NEXPOINT REAL ESTATE ADVISORS X, L.P. CRD 317203 | Dallas, TX | Advisory firm LP | $1.10B | 2 advisors | Percentage of AUM | View | |
| STAGE HARBOR FINANCIAL CRD 289725 | Westwood, MA | Advisory firm LLC | $1.10B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ONE CHARLES PRIVATE WEALTH CRD 286635 | Hingham, MA | Advisory firm LLC | $1.09B | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRESIDIO INVESTORS LLC CRD 160841 | Austin, TX | Advisory firm LLC | $1.09B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW HARBOR CAPITAL CRD 283319 | Chicago, IL | Advisory firm LP | $1.09B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| PKS ADVISORY SERVICES, LLC CRD 125648 | Albany, NY | Advisory firm LLC | $1.09B | 36 advisors | Percentage of AUM; Fixed fees | View | |
| MAKARORA CRD 329275 | New York, NY | Advisory firm LP | $1.09B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| LWM ADVISORY SERVICES, LLC CRD 172009 | Plantation, FL | Advisory firm LLC | $1.09B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| JACKSON HOLE CAPITAL PARTNERS, LLC CRD 285978 | Tulsa, OK | Advisory firm LLC | $1.09B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HOLT CAPITAL PARTNERS, L.P. CRD 117863 | Fort Worth, TX | Advisory firm LLC | $1.09B | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SUMMIT PEAK INVESTMENTS, LLC CRD 310099 | TX | Advisory firm LLC | $1.09B | 5 advisors | Percentage of AUM; Performance-based fees | View |