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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 | |||||
|---|---|---|---|---|---|---|---|
| BSIP SLP GP, LLC CRD 298964 | Frisco, TX | Advisory firm LLC | $1.06B | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FORM WEALTH ADVISORS, LLC CRD 326519 | Lake Geneva, WI | Advisory firm LLC | $1.06B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| FREEDOM 3 CAPITAL LLC CRD 170786 | New York, NY | Advisory firm LLC | $1.05B | 13 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| PRESTON CAPITAL CRD 328417 | Aliso Viejo, CA | Advisory firm LLC | $1.05B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| REVOLVERCAP MANAGEMENT, L.P. CRD 290377 | Teaneck, NJ | Advisory firm LP | $1.05B | 4 advisors | Percentage of AUM | View | |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC CRD 143732 | Hartford, CT | Advisory firm LLC | $1.05B | 0 total employees | Percentage of AUM | View | |
| FAITHWARD ADVISORS, LLC CRD 116978 | Lancaster, PA | Advisory firm LLC | $1.05B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TIMBER BAY PARTNERS, LLC CRD 286653 | Cincinnati, OH | Advisory firm LLC | $1.05B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| COYLE CRD 110593 | Glenview, IL | Advisory firm LLC | $1.05B | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MACK REAL ESTATE CREDIT STRATEGIES, L.P. CRD 167609 | New York, NY | Advisory firm LP | $1.05B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| SITTNER & NELSON, LLC CRD 309757 | Eugene, OR | Advisory firm LLC | $1.05B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QP GLOBAL FAMILY OFFICES, LLC CRD 294879 | Greenwich, CT | Advisory firm LLC | $1.05B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MATAURO, LLC CRD 333038 | New York, NY | Advisory firm LLC | $1.05B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAYOU CITY ENERGY CRD 283269 | Houston, TX | Advisory firm LLC | $1.05B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NASSAU PRIVATE CREDIT LLC CRD 300220 | Darien, CT | Advisory firm LLC | $1.05B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MORLING FINANCIAL ADVISORS, LLC CRD 111819 | Fremont, CA | Advisory firm LLC | $1.05B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGEPORT FINANCIAL SOLUTIONS CRD 325485 | Phoenix, AZ | Advisory firm LLC | $1.05B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HIGH PROBABILITY ADVISORS, LLC CRD 289541 | Pittsford, NY | Advisory firm LLC | $1.05B | 13 advisors | Percentage of AUM | View | |
| ROUND HILL MUSIC LP CRD 167234 | Nashville, TN | Advisory firm LP | $1.05B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| THREE BRIDGE WEALTH ADVISORS CRD 150460 | Los Altos, CA | Advisory firm LLC | $1.05B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARBLE WEALTH, LLC CRD 335291 | Montgomery, AL | Advisory firm LLC | $1.05B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PARAGON FINANCIAL ADVISORS CRD 143721 | College Station, TX | Advisory firm LLC | $1.05B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| RPG INVESTMENT ADVISORY, LLC CRD 172173 | Pleasanton, CA | Advisory firm LLC | $1.04B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FITZROY INVESTMENT ADVISORS LLC CRD 174342 | Aventura, FL | Advisory firm LLC | $1.04B | 8 advisors | Percentage of AUM | View |