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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 | |||||
|---|---|---|---|---|---|---|---|
| BRIGHAM MANAGEMENT, LLC CRD 300627 | Austin, TX | Advisory firm LLC | $1.01B | 21 advisors | Performance-based fees | View | |
| FIRST TRYON ADVISORS CRD 332377 | Charlotte, NC | Advisory firm LLC | $1.01B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GROWTH CATALYST PARTNERS, L.P. CRD 311410 | Chicago, IL | Advisory firm LP | $1.01B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INVICTUS FIDUCIARY SERVICES, LLC CRD 286117 | Memphis, TN | Advisory firm LLC | $1.01B | 2 advisors | Percentage of AUM | View | |
| FERMATA ADVISORS CRD 305614 | Sonoma, CA | Advisory firm LLC | $1.01B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDERSON GROWTH PARTNERS, LLC CRD 138600 | Birmingham, AL | Advisory firm LLC | $1.01B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MIRADOR CAPITAL PARTNERS CRD 173764 | Pleasanton, CA | Advisory firm LP | $1.01B | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RENOVO CAPITAL, LLC CRD 164144 | Dallas, TX | Advisory firm LLC | $1.01B | 14 advisors | Performance-based fees; CARRIED INTEREST | View | |
| PELICAN ENERGY PARTNERS CRD 163267 | Houston, TX | Advisory firm LLC | $1.01B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| AIRE ADVISORS, LLC CRD 307450 | Beverly Hills, CA | Advisory firm LLC | $1.01B | 9 advisors | Percentage of AUM; Hourly charges | View | |
| PYA WALTMAN CAPITAL, LLC CRD 137283 | Knoxville, TN | Advisory firm LLC | $1.01B | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BHMS INVESTMENTS, LP CRD 162554 | Westport, CT | Advisory firm LP | $1.01B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| LONGUEVUE MANAGEMENT COMPANY LLC CRD 330117 | Metairie, LA | Advisory firm LLC | $1.01B | 18 advisors | Percentage of AUM | View | |
| THE QUARRY LP CRD 323449 | New York, NY | Advisory firm LP | $1.01B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LONGFORD CAPITAL CRD 284049 | Chicago, IL | Advisory firm LP | $1.00B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| BURLING WEALTH PARTNERS CRD 332198 | Chicago, IL | Advisory firm LLC | $1.00B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAINBRIDGE PARTNERS LLP CRD 325681 | London | Advisory firm LLP | $1.00B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUESKY WEALTH ADVISORS, LLC CRD 116760 | New Bern, NC | Advisory firm LLC | $1.00B | 9 advisors | Hourly charges; Fixed fees | View | |
| MSOUTH EQUITY PARTNERS, LLC CRD 157601 | Atlanta, GA | Advisory firm LLC | $1.00B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| AZIMUT INVESTMENT ADVISORS LLC CRD 134626 | Miami, FL | Advisory firm LLC | $1.00B | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SEEDS CRD 308909 | New York, NY | Advisory firm LLC | $1.00B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FIVESPAN PARTNERS, LP CRD 332551 | San Francisco, CA | Advisory firm LP | $1.00B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SACHETTA, LLC CRD 145713 | Lynnfield, MA | Advisory firm LLC | $1.00B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTITUDE FAMILY OFFICE CRD 317615 | Scottsdale, AZ | Advisory firm LLC | $1.00B | 13 advisors | Percentage of AUM · Hourly charges +2 more | View |