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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 | |||||
|---|---|---|---|---|---|---|---|
| BRIDGEINVEST LLC CRD 307343 | Miami, FL | Advisory firm LLC | $858.6M | 33 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAMBIENT FAMILY OFFICE, LLC CRD 335128 | Ada, MI | Advisory firm LLC | $857.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ALLIANCE CONSUMER GROWTH, LLC CRD 163639 | New York, NY | Advisory firm LLC | $857.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SADDLE POINT MANAGEMENT, L.P. CRD 329856 | New York, NY | Advisory firm LP | $857.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GREY ROCK MANAGEMENT PARTNERS IV, LLC CRD 317664 | Dallas, TX | Advisory firm LLC | $856.7M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| GT INVESTMENT PARTNERS, LP CRD 315867 | Irvine, CA | Advisory firm LP | $853.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LEELYN SMITH, LLC CRD 110517 | Geneva, IL | Advisory firm LLC | $852.3M | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SMITH THORNTON ADVISORS, LLC CRD 312537 | Huntsville, AL | Advisory firm LLC | $852.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APEIRON CRD 289273 | Dallas, TX | Advisory firm LLC | $852.0M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AFFINITY CAPITAL ADVISORS LLC CRD 166226 | Berkeley, CA | Advisory firm LLC | $851.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AZTLAN EQUITY MANAGEMENT, LLC CRD 286360 | Mclean, VA | Advisory firm LLC | $851.1M | 10 employees | Percentage of AUM; Performance-based fees | View | |
| CHANNEL WEALTH, LLC CRD 323461 | Santa Barbara, CA | Advisory firm LLC | $850.9M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WHITAKER-MYERS WEALTH MANAGERS, LTD. CRD 286093 | Mansfield, OH | Advisory firm LLC | $850.6M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRIME QUADRANT CRD 322068 | Toronto, NY | Advisory firm LLC | $849.3M | 3 advisors | Fixed fees | View | |
| SILVERLAKE WEALTH MANAGEMENT LLC CRD 165525 | Williston, VT | Advisory firm LLC | $849.1M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NBC CAPITAL ADVISORS CRD 306483 | Beaverton, OR | Advisory firm LLC | $847.5M | 4 advisors | Percentage of AUM | View | |
| SENECA FINANCIAL ADVISORS LLC CRD 152824 | Rochester, NY | Advisory firm LLC | $847.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVERGLADE CAPITAL CRD 290557 | Chicago, IL | Advisory firm LP | $846.9M | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BARON WEALTH MANAGEMENT, LLC CRD 153117 | Troy, MI | Advisory firm LLC | $846.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARRY INVESTMENT ADVISORS, LLC CRD 144955 | New Bedford, MA | Advisory firm LLC | $846.8M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| FALCONPOINT CAPITAL PARTNERS LLC CRD 327260 | New York, NY | Advisory firm LLC | $845.1M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC CRD 310106 | Bellevue, WA | Advisory firm LLC | $844.8M | 5 advisors | Percentage of AUM | View | |
| LINCOLN CAPITAL, LLC CRD 168307 | Lincoln, NE | Advisory firm LLC | $844.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHTHOUSE WEALTH STRATEGIES, LLC CRD 299334 | Gig Harbor, WA | Advisory firm LLC | $844.4M | 13 advisors | Percentage of AUM; Fixed fees | View |