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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 | |||||
|---|---|---|---|---|---|---|---|
| TISHMAN CAPITAL PARTNERS CRD 241788 | New York, NY | Advisory firm LLC | $997.8M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TSFG, LLC CRD 172555 | Lake Forest, IL | Advisory firm LLC | $997.2M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GALILEI INVESTMENT OFFICE LLP CRD 319352 | London | Advisory firm LLP | $996.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| COMMONWEALTH FINANCIAL SERVICES CRD 324930 | Vienna, WV | Advisory firm LLC | $994.7M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OMNIA FAMILY WEALTH, LLC CRD 170909 | Aventura, FL | Advisory firm LLC | $994.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| LANTZ FINANCIAL LLC CRD 297573 | Naperville, IL | Advisory firm LLC | $994.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIVE ARROWS MANAGERS (USA) LLC CRD 286195 | New York, NY | Advisory firm LLC | $994.0M | 42 advisors | Percentage of AUM; Performance-based fees | View | |
| SYNTHETICFI LLC CRD 330200 | San Francisco, CA | Advisory firm LLC | $992.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| KABOUTER MANAGEMENT, LLC CRD 153099 | Chicago, IL | Advisory firm LLC | $992.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| BAYSWATER MANAGEMENT COMPANY LP CRD 285290 | Denver, CO | Advisory firm LP | $991.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BROWN | MILLER WEALTH MANAGEMENT, LLC CRD 305742 | Mclean, VA | Advisory firm LLC | $991.1M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVERVIEW RESEARCH, LLC CRD 162318 | Independence, OH | Advisory firm LLC | $990.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SCULPTOR ADVISORS LLC CRD 319598 | New York, NY | Advisory firm LLC | $989.0M | 113 advisors | Percentage of AUM; Performance-based fees | View | |
| MORRIS & WELLS WEALTH MANAGEMENT CRD 162411 | Charlottesville, VA | Advisory firm LLC | $987.9M | 2 advisors | Percentage of AUM | View | |
| BCS WEALTH MANAGEMENT, LLC CRD 115489 | Johnson City, TN | Advisory firm LLC | $987.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STORY3 CAPITAL PARTNERS, LLC CRD 300651 | CA | Advisory firm LLC | $986.9M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ELLIS INVESTMENT PARTNERS, LLC CRD 157669 | Berwyn, PA | Advisory firm LLC | $986.8M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC SAGE PARTNERS, LLC CRD 315663 | Edmonds, WA | Advisory firm LLC | $986.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTH SKY CAPITAL, LLC CRD 133959 | Wayzata, MN | Advisory firm LLC | $986.1M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| FIDUCIARY EXPERTS LLC CRD 146721 | CA | Advisory firm LLC | $985.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE RICE PARTNERSHIP, LLC CRD 135701 | Honolulu, HI | Advisory firm LLC | $985.5M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| PAGAYA INVESTMENTS US LLC CRD 299672 | New York, NY | Advisory firm LLC | $985.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AVION WEALTH CRD 134242 | The Woodlands, TX | Advisory firm LLC | $984.6M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| NUANCE INVESTMENTS, LLC CRD 148534 | Kansas City, MO | Advisory firm LLC | $984.3M | 3 advisors | Percentage of AUM | View |