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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 | |||||
|---|---|---|---|---|---|---|---|
| MESON QUANTITATIVE MANAGEMENT LLC CRD 332226 | San Francisco, CA | Advisory firm LLC | $1.09B | 11 advisors | Percentage of AUM | View | |
| MAY RIVER CAPITAL CRD 166007 | Chicago, IL | Advisory firm LLC | $1.09B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TOBAM CRD 157107 | Paris | Advisory firm Other (specify) | $1.09B | 8 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| RIOT VENTURES MANAGEMENT, LLC CRD 288647 | Venice, CA | Advisory firm LLC | $1.09B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| INTEGRATED INVESTMENT CONSULTANTS, LLC CRD 175299 | Bloomfield Hills, MI | Advisory firm LLC | $1.08B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CW INVESTMENT ADVISERS, LLC CRD 305926 | Los Angeles, CA | Advisory firm LLC | $1.08B | 28 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 5AM VENTURES CRD 160395 | San Francisco, CA | Advisory firm LLC | $1.08B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| LINEWEAVER WEALTH ADVISORS CRD 173310 | Valley View, OH | Advisory firm LLC | $1.08B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUSTIN WEALTH MANAGEMENT, LLC CRD 172793 | Austin, TX | Advisory firm LLC | $1.08B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| TITAN CRD 290111 | New York, NY | Advisory firm LLC | $1.08B | 10 advisors | Percentage of AUM | View | |
| ANZU PARTNERS, LLC CRD 288985 | Tampa, FL | Advisory firm LLC | $1.08B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CORVUS WEALTH ADVISORS LLC CRD 311261 | Templeton, CA | Advisory firm LLC | $1.08B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIM CAPITAL IC MANAGEMENT, LLC CRD 301416 | Los Angeles, CA | Advisory firm LLC | $1.08B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| MARITIME CAPITAL CRD 161112 | New York, NY | Advisory firm LLC | $1.08B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TREBUCHET CONSULTING, LLC CRD 166645 | Pittsburgh, PA | Advisory firm LLC | $1.08B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SV HEALTH INVESTORS, LLC CRD 160933 | Boston, MA | Advisory firm LLC | $1.08B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| GOLDSTEIN ADVISORS, LLC CRD 323125 | Madison, WI | Advisory firm LLC | $1.08B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POINTOAK RETIREMENT ADVISORS CRD 314866 | Mclean, VA | Advisory firm LLC | $1.08B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CONCENTUS WEALTH ADVISORS CRD 170052 | Newtown Square, PA | Advisory firm LLC | $1.08B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HORIZON WEALTH MANAGEMENT CRD 170255 | La Grange, IL | Advisory firm LLC | $1.08B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BASECAMP WEALTH ADVISORS, LLC CRD 334018 | Bellevue, WA | Advisory firm LLC | $1.08B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| FULCRUM CAPITAL, LLC CRD 145322 | Seattle, WA | Advisory firm LLC | $1.08B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| AMB WEALTH, LLC CRD 113106 | Thomasville, GA | Advisory firm LLC | $1.07B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| ELWOOD & GOETZ CRD 154839 | Athens, GA | Advisory firm LLC | $1.07B | 26 advisors | Percentage of AUM · Hourly charges +1 more | View |