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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 | |||||
|---|---|---|---|---|---|---|---|
| STELAC CAPITAL PARTNERS LLC CRD 163081 | New York, NY | Advisory firm LLC | $1.04B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ESP INVESTMENT ADVISORS LLC CRD 298553 | Dallas, TX | Advisory firm LLC | $1.04B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| LS BDC ADVISER, LLC CRD 313799 | Miami, FL | Advisory firm LLC | $1.04B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| CLEARHAVEN PARTNERS LP CRD 309219 | Boston, MA | Advisory firm LP | $1.04B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| ARGOS WEALTH ADVISORS LLC CRD 144481 | CA | Advisory firm LLC | $1.04B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHALEROCK POINT PARTNERS, LLC CRD 140781 | West Palm Beach, FL | Advisory firm LLC | $1.04B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| 1543 CAPITAL LP CRD 305398 | Greenwich, CT | Advisory firm LP | $1.04B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PENINSULA CAPITAL PARTNERS, L.L.C. CRD 157354 | Southfield, MI | Advisory firm LLC | $1.04B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| PROSIGHT CAPITAL CRD 148791 | Dallas, TX | Advisory firm LP | $1.04B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FORT SHERIDAN ADVISORS LLC CRD 151139 | Highland Park, IL | Advisory firm LLC | $1.03B | 7 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| STERLING INVESTMENT COUNSEL, LLC CRD 282624 | Buffalo, NY | Advisory firm LLC | $1.03B | 8 advisors | Percentage of AUM | View | |
| BAY POINT ADVISORS, LLC CRD 286050 | Atlanta, GA | Advisory firm LLC | $1.03B | 29 advisors | Percentage of AUM; Performance-based fees | View | |
| RUNWAY GROWTH CAPITAL LLC CRD 281514 | Chicago, IL | Advisory firm LLC | $1.03B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| THEOREM CRD 281280 | New York, NY | Advisory firm LLC | $1.03B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| WATTS GWILLIAM & COMPANY, LLC CRD 131458 | Gilbert, AZ | Advisory firm LLC | $1.03B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHWEST WEALTH MANAGEMENT, LLC CRD 152816 | Spencer, IA | Advisory firm LLC | $1.03B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| WALKNER CONDON FINANCIAL ADVISORS LLC CRD 160109 | Verona, WI | Advisory firm LLC | $1.03B | 16 advisors | Percentage of AUM; Fixed fees | View | |
| AC FUNDS, LLC CRD 311748 | Ridgewood, NJ | Advisory firm LLC | $1.03B | 1 advisors | Percentage of AUM | View | |
| IFG ADVISORS, LLC CRD 172329 | St.. Louis, MO | Advisory firm LLC | $1.03B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HARVEY INVESTMENT COMPANY, LLC CRD 110482 | Louisville, KY | Advisory firm LLC | $1.03B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TEN COVES CAPITAL, LP CRD 311121 | Darien, CT | Advisory firm LP | $1.03B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| GLEN EAGLE ADVISORS, LLC CRD 282920 | Kingston, NJ | Advisory firm LLC | $1.03B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| VESTWELL ADVISORS LLC CRD 284173 | New York, NY | Advisory firm LLC | $1.03B | 30 advisors | Percentage of AUM; Fixed fees | View | |
| THAYER STREET PARTNERS MANAGEMENT, LLC CRD 170763 | New York, NY | Advisory firm LLC | $1.02B | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View |