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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 | |||||
|---|---|---|---|---|---|---|---|
| CANOPY PARTNERS CRD 324812 | Cincinnati, OH | Advisory firm LLC | $869.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BG INVESTMENT SERVICES, LLC CRD 281716 | Hagatna, CA | Advisory firm LLC | $868.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| HIGHLINE WEALTH PARTNERS CRD 284712 | Sherman Oaks, CA | Advisory firm LLC | $867.9M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TMB CAPITAL PARTNERS, LLC CRD 335750 | Little Rock, AR | Advisory firm LLC | $867.8M | 4 advisors | Percentage of AUM | View | |
| LONG ARC CAPITAL LP CRD 290245 | New York, NY | Advisory firm LP | $866.8M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| STORGE CRD 305395 | Coral Gables, FL | Advisory firm LLC | $866.6M | 3 advisors | Percentage of AUM | View | |
| TSG ADVICE PARTNERS, LLC CRD 305999 | Columbus, OH | Advisory firm LLC | $866.5M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLFULL CRD 288705 | Harleysville, PA | Advisory firm LLC | $866.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CANTON HATHAWAY LLC CRD 297527 | Providence, RI | Advisory firm LLC | $866.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| XA INVESTMENTS CRD 284005 | Chicago, IL | Advisory firm LLC | $865.6M | 13 advisors | Percentage of AUM | View | |
| HAMPSHIRE FAMILY OFFICE CRD 323432 | NY | Advisory firm LLC | $865.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CHARGER INVESTMENT PARTNERS LP CRD 307191 | El Segundo, CA | Advisory firm LP | $865.3M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| BACKCAST PARTNERS MANAGEMENT LLC CRD 291785 | New York, NY | Advisory firm LLC | $864.4M | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOODY ALDRICH PARTNERS, LLC CRD 106920 | Marblehead, MA | Advisory firm LLC | $864.3M | 7 advisors | Percentage of AUM | View | |
| LLOYD CAPITAL LLC CRD 158668 | Kilchberg | Advisory firm LLC | $863.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| GILL CAPITAL PARTNERS CRD 14559 | Denver, CO | Advisory firm LLC | $862.4M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GSG ADVISORS LLC CRD 131511 | Mount Laurel, NJ | Advisory firm LLC | $862.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KEYSTONE PRIVATE WEALTH CRD 301924 | Palm Desert, CA | Advisory firm LLC | $860.7M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1CONFIRMATION CRD 295180 | Incline Village, NV | Advisory firm LLC | $860.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ATLAS PRIVATE WEALTH ADVISORS CRD 283744 | Red Bank, NJ | Advisory firm LLC | $859.8M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHCARE INVESTMENT PARTNERS LLC CRD 296475 | Portsmouth, RI | Advisory firm LLC | $859.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANNAE PORTFOLIO ADVISORS, LLC CRD 310606 | Stamford, CT | Advisory firm LLC | $859.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| J.H. WHITNEY CAPITAL PARTNERS, LLC CRD 160547 | New Canaan, CT | Advisory firm LLC | $859.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SENGU CAPITAL LIMITED CRD 333451 | Hong Kong | Advisory firm Other (specify) | $859.1M | 2 advisors | Percentage of AUM; Performance-based fees | View |