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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 | |||||
|---|---|---|---|---|---|---|---|
| AMERICAN TRIPLE I, LLC CRD 318463 | New York, NY | Advisory firm LLC | $832.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CLIMATE INVESTMENT CRD 323024 | Houston, TX | Advisory firm LLC | $831.4M | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| DENALI GROWTH PARTNERS CRD 312887 | Boston, MA | Advisory firm LLC | $830.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BLACK BAY PARTNERS, LLC CRD 284945 | New Orleans, LA | Advisory firm LLC | $830.1M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW HERITAGE CAPITAL, LLC CRD 160083 | Boston, MA | Advisory firm LLC | $830.0M | 10 advisors | Performance-based fees; % OF INVESTED CAPITAL, % OF COMMITTED CAPITAL OR % OF COST BASIS | View | |
| NORTH BERKELEY WEALTH MANAGEMENT, LLC CRD 136431 | Berkeley, CA | Advisory firm LLC | $829.8M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PETERSON WEALTH ADVISORS, LLC CRD 146349 | Orem, UT | Advisory firm LLC | $829.7M | 13 advisors | Percentage of AUM | View | |
| GLOBAL FINANCIAL PRIVATE CLIENT CRD 290006 | Sarasota, FL | Advisory firm LLC | $828.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTERGATE CAPITAL CRD 281685 | Austin, TX | Advisory firm LP | $828.3M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| IMPACT RETIREMENT ADVISORS CRD 330475 | CA | Advisory firm LLC | $827.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WALSH & ASSOCIATES, LLC CRD 144441 | Sarasota, FL | Advisory firm LLC | $827.7M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| EDGE WEALTH MANAGEMENT, LLC CRD 142380 | New York, NY | Advisory firm LLC | $827.2M | 5 advisors | Percentage of AUM | View | |
| ARGAND PARTNERS, LP CRD 282127 | New York, NY | Advisory firm LP | $827.0M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| MPS-LORIA FINANCIAL PLANNERS,LLC CRD 122866 | Burr Ridge, IL | Advisory firm LLC | $826.6M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| AEQUITAS INVESTMENT ADVISORS, LLC CRD 127625 | Hingham, MA | Advisory firm LLC | $826.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RITHM CAPITAL ADVISORS LLC CRD 334244 | New York, NY | Advisory firm LLC | $825.7M | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| FOGUTH WEALTH MANAGEMENT, LLC. CRD 327434 | Brighton, MI | Advisory firm LLC | $825.1M | 32 advisors | Percentage of AUM | View | |
| TANNIN CAPITAL, LLC CRD 304238 | Charlotte, NC | Advisory firm LLC | $824.9M | 6 advisors | Percentage of AUM | View | |
| PLATFORM PARTNERS LLC CRD 286532 | Houston, TX | Advisory firm LLC | $824.8M | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| P2 CAPITAL PARTNERS, LLC CRD 159299 | New York, NY | Advisory firm LLC | $824.4M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WAYPOINT WEALTH COUNSEL LLC CRD 171822 | Atlanta, GA | Advisory firm LLC | $824.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HIGHCREST CAPITAL, LLC CRD 291007 | Fredericksburg, TX | Advisory firm LLC | $823.7M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| HACK VC MANAGEMENT, LLC CRD 315702 | Palo Alto, CA | Advisory firm LLC | $822.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| LONGTAIL ALPHA, LLC CRD 282615 | Newport Beach, CA | Advisory firm LLC | $822.4M | 6 advisors | Percentage of AUM · Hourly charges +4 more | View |