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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 | |||||
|---|---|---|---|---|---|---|---|
| VISTASHARES CRD 331812 | MA | Advisory firm LLC | $984.0M | 6 advisors | Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| WALTER KEENAN WEALTH MANAGEMENT CRD 104838 | South Bend, IN | Advisory firm LLC | $983.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSET ONE WEALTH MANAGEMENT, LLC CRD 336350 | Bellevue, WA | Advisory firm LLC | $982.5M | 9 advisors | Percentage of AUM | View | |
| OLIVER LUXXE ASSETS LLC CRD 169588 | Gladstone, NJ | Advisory firm LLC | $981.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PRYTANIA INVESTMENT ADVISORS LLP CRD 285874 | London | Advisory firm LLP | $981.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BROADSHORE CAPITAL PARTNERS, LLC CRD 119200 | Los Angeles, CA | Advisory firm LLC | $981.6M | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VILLAGE GLOBAL MANAGEMENT, L.L.C. CRD 289258 | Covina, CA | Advisory firm LLC | $978.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ASTORIA PORTFOLIO ADVISORS LLC CRD 288271 | New York, NY | Advisory firm LLC | $977.6M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEYFRAME CAPITAL PARTNERS, L.P. CRD 305812 | New York, NY | Advisory firm LP | $977.3M | 8 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| MBE WEALTH MANAGEMENT, LLC CRD 165516 | Tomah, WI | Advisory firm LLC | $977.1M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NIGHT SQUARED LP CRD 333933 | New York, NY | Advisory firm LP | $976.1M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BALMORAL MANAGEMENT II L.P. CRD 164956 | Los Angeles, CA | Advisory firm LP | $974.4M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MAIA WEALTH CRD 292817 | Denver, CO | Advisory firm LLC | $973.0M | 36 advisors | Percentage of AUM; Fixed fees | View | |
| LEBENTHAL GLOBAL ADVISORS, LLC CRD 283303 | Hauppauge, NY | Advisory firm LLC | $971.8M | 27 advisors | Percentage of AUM; Fixed fees | View | |
| CREWCIAL PARTNERS LLC CRD 131570 | New York, NY | Advisory firm LLC | $971.6M | 6 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| INTERTIDE PARTNERS CRD 326896 | Chicago, IL | Advisory firm LLC | $971.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VEERY CAPITAL, LLC CRD 298465 | West Chester, PA | Advisory firm LLC | $971.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELK RIVER WEALTH MANAGEMENT LLC CRD 307263 | Denver, CO | Advisory firm LLC | $971.3M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCOTT CAPITAL PARTNERS CRD 332026 | London, TX | Advisory firm LLP | $970.5M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| CHICAGO ATLANTIC ADVISERS, LLC CRD 311619 | Chicago, IL | Advisory firm LLC | $970.3M | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| COLUMBUS MACRO, LLC CRD 286374 | AZ | Advisory firm LLC | $970.3M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CIRRUS REAL ESTATE PARTNERS CRD 323210 | New York, NY | Advisory firm LP | $970.1M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| BENTOAK CAPITAL CRD 173563 | Weatherford, TX | Advisory firm LLC | $969.8M | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EDGBASTON INVESTMENT PARTNERS CRD 148364 | London | Advisory firm LLP | $969.0M | 5 advisors | Percentage of AUM | View |