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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 | |||||
|---|---|---|---|---|---|---|---|
| CARRERA CAPITAL ADVISORS CRD 330834 | Troy, MI | Advisory firm LLC | $968.7M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST SENTIER INVESTORS (US) LLC CRD 170739 | New York, NY | Advisory firm LLC | $968.6M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| ODEON CAPITAL ADVISORS LLC CRD 307619 | New York, NY | Advisory firm LLC | $967.5M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FACTORIAL FUNDS MANAGEMENT LLC CRD 319107 | San Francisco, CA | Advisory firm LLC | $967.0M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LIFEWORKS ADVISORS, LLC CRD 288255 | Grand Rapids, MI | Advisory firm LLC | $966.7M | 40 advisors | Percentage of AUM; Fixed fees | View | |
| BLUEPRINT FINANCIAL ADVISORS CRD 315570 | Charlotte, NC | Advisory firm LLC | $966.6M | 28 advisors | Percentage of AUM; Hourly charges | View | |
| UNIQUE WEALTH, LLC CRD 312462 | Tampa, FL | Advisory firm LLC | $965.6M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEXAGON CAPITAL PARTNERS, LLC CRD 305850 | Rogers, AR | Advisory firm LLC | $965.0M | 5 advisors | Percentage of AUM | View | |
| RIVERBEND CAPITAL ADVISORS, LLC CRD 157117 | Chicago, IL | Advisory firm LLC | $964.8M | 3 advisors | Percentage of AUM; CONSULTING FEES BASED ON SERVICES PROVIDED AND DURATION | View | |
| CURIAM CAPITAL LLC CRD 305220 | New York, NY | Advisory firm LLC | $964.7M | 6 advisors | Performance-based fees; MONTHLY MANAGEMENT FEE | View | |
| REVIVAL HEALTHCARE CAPITAL LLC CRD 315069 | Austin, TX | Advisory firm LLC | $964.3M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| EVERNEST FINANCIAL ADVISORS CRD 328161 | Carmel, IN | Advisory firm LLC | $963.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PARTNERS FOR GROWTH CRD 163495 | Tiburon, CA | Advisory firm LLC | $962.2M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| CACHE ADVISORS LLC CRD 323063 | San Francisco, CA | Advisory firm LLC | $962.1M | 5 advisors | Percentage of AUM | View | |
| PARKWOODS WEALTH PARTNERS, LLC CRD 331565 | Clayton, MO | Advisory firm LLC | $961.9M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHITE DEER CRD 161361 | Houston, TX | Advisory firm LLC | $960.8M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FOLIUM CAPITAL LP CRD 284801 | Burlington, MA | Advisory firm LP | $960.3M | 10 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| CLEARLIST CAPITAL LLC CRD 329206 | New York, NY | Advisory firm LLC | $959.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ROEHL & YI INVESTMENT ADVISORS, LLC CRD 109258 | Eugene, OR | Advisory firm LLC | $959.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARIDEA WEALTH MANAGEMENT CRD 325523 | Brooklyn, NY | Advisory firm LLC | $958.7M | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. CRD 116891 | Yakima, WA | Advisory firm Other (specify) | $958.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EOS MANAGEMENT, L.P. CRD 158090 | New York, NY | Advisory firm LP | $957.1M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| COMVEST CREDIT MANAGERS, LLC CRD 322342 | West Palm Beach, FL | Advisory firm LLC | $956.8M | 128 advisors | Percentage of AUM; Performance-based fees | View | |
| VCC ADVISORS, LLC CRD 301023 | New York, NY | Advisory firm LLC | $956.8M | 45 advisors | Percentage of AUM; Performance-based fees | View |