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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 | |||||
|---|---|---|---|---|---|---|---|
| NAVIMED CAPITAL ADVISORS, LLC CRD 169508 | Rosslyn, VA | Advisory firm LLC | $904.9M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SHANNON RIVER FUND MANAGEMENT, LLC CRD 161538 | New York, NY | Advisory firm LLC | $904.7M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CONVERGENCE FINANCIAL CRD 304146 | Columbia, MO | Advisory firm LLC | $904.0M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SATOR GROVE MANAGEMENT COMPANY, LLC CRD 318780 | FL | Advisory firm LLC | $903.9M | 3 advisors | Performance-based fees; EXPENSE REIMBURSEMENT | View | |
| DISTRIBUTED GLOBAL MANAGER LP CRD 309673 | Austin, TX | Advisory firm LP | $902.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DMKC ADVISORY SERVICES, LLC CRD 145112 | Des Moines, IA | Advisory firm LLC | $902.5M | 8 advisors | Percentage of AUM; Hourly charges | View | |
| NAVIS WEALTH ADVISORS LLC CRD 311171 | Rye Brook, NY | Advisory firm LLC | $902.2M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| NEW VERNON CAPITAL CRD 160231 | Morristown, NJ | Advisory firm LP | $902.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BEACON FINANCIAL ADVISORY LLC CRD 174334 | Cleveland, OH | Advisory firm LLC | $900.7M | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREENUP STREET WEALTH MANAGEMENT LLC CRD 311391 | Overland Park, KS | Advisory firm LLC | $900.4M | 18 advisors | Percentage of AUM; Fixed fees | View | |
| FIRST TURN MANAGEMENT, LLC CRD 327421 | Solana Beach, CA | Advisory firm LLC | $900.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| YORKVILLE ADVISORS GLOBAL, LP CRD 165390 | Mountainside, NJ | Advisory firm LP | $900.0M | 21 advisors | Fixed fees · Performance-based fees +1 more | View | |
| MALABAR INVESTMENTS, LLC CRD 168091 | New York, NY | Advisory firm LLC | $899.6M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GOLDNER HAWN CRD 299154 | Minneapolis, MN | Advisory firm LP | $898.9M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RISKBRIDGE ADVISORS, LLC CRD 310396 | Norwalk, CT | Advisory firm LLC | $898.3M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLOCKCHANGE MANAGEMENT LLC CRD 296291 | — | Advisory firm LLC | $898.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| KAIROS CRD 161321 | Irvine, CA | Advisory firm LLC | $897.2M | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRANQUILITY PARTNERS, LLC CRD 283478 | Brentwood, TN | Advisory firm LLC | $897.0M | 7 advisors | Percentage of AUM | View | |
| KEY CLIENT FIDUCIARY ADVISORS, LLC CRD 298240 | Fairfield, NJ | Advisory firm LLC | $896.3M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| MAYTECH GLOBAL INVESTMENTS CRD 285985 | New York, NY | Advisory firm LLC | $895.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ATLANTIC PRIVATE WEALTH, LLC CRD 311517 | Chapel Hill, NC | Advisory firm LLC | $894.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS FINANCIAL MANAGEMENT LLC CRD 156345 | Tampa, FL | Advisory firm LLC | $893.8M | 31 advisors | Percentage of AUM | View | |
| VANCE WEALTH CRD 310162 | Santa Clarita, CA | Advisory firm LLC | $893.6M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AUTOPILOT CRD 331749 | New York, NY | Advisory firm LLC | $892.4M | 15 employees | Percentage of AUM; Fixed fees | View |