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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 | |||||
|---|---|---|---|---|---|---|---|
| POLEN CAPITAL CLO MANAGEMENT, LLC CRD 330470 | Waltham, MA | Advisory firm LLC | $808.4M | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL INNOVATIONS, LLC CRD 145329 | Waukesha, WI | Advisory firm LLC | $806.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CLARUS VENTURES, LLC CRD 160980 | Cambridge, MA | Advisory firm LLC | $805.6M | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| LAKERIDGE WEALTH MANAGEMENT LLC CRD 314071 | Mentor, OH | Advisory firm LLC | $805.4M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OHA PRIVATE CREDIT ADVISORS II, L.P. CRD 322289 | New York, NY | Advisory firm LP | $805.2M | 113 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ASIO CAPITAL LLC CRD 298326 | Lexington, KY | Advisory firm LLC | $805.1M | 6 advisors | Percentage of AUM; ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING | View | |
| COPPER HARBOR INVESTMENT ADVISORS, LLC CRD 169978 | Appleton, WI | Advisory firm LLC | $805.0M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| ROOF EIDAM MAYCOCK PERALTA LLC CRD 106696 | San Francisco, CA | Advisory firm LLC | $804.9M | 5 advisors | Percentage of AUM | View | |
| FELICITAS GLOBAL PARTNERS, LLC CRD 292411 | Pasadena, CA | Advisory firm LLC | $804.4M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TEMPO WEALTH CRD 336316 | Independence, OH | Advisory firm LLC | $804.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CURRAN WEALTH MANAGEMENT CRD 132136 | Albany, NY | Advisory firm LLC | $804.3M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| GREAT DIAMOND PARTNERS, LLC CRD 299598 | Portland, ME | Advisory firm LLC | $804.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOXTON WEALTH CRD 307387 | Jersey City, NJ | Advisory firm LLC | $803.5M | 34 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FRANCIS FINANCIAL CRD 128067 | New York, NY | Advisory firm Other (specify) | $803.2M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| MOSS, LUSE & WOMBLE, LLC CRD 152841 | Plano, TX | Advisory firm LLC | $803.2M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEAR TRAIL ADVISORS, LLC CRD 337595 | Houston, TX | Advisory firm LLC | $803.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELSEWHERE PARTNERS, LLC CRD 293959 | Austin, TX | Advisory firm LLC | $803.0M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| HUNTERS MOON CAPITAL LLP CRD 334813 | London, CT | Advisory firm LLP | $802.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SOLSTEIN CAPITAL, LLC CRD 157888 | Menlo Park, CA | Advisory firm LLC | $801.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KAIN CAPITAL CRD 315669 | New York, NY | Advisory firm LLC | $801.6M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PSI ADVISORS, LLC CRD 285880 | Tampa, FL | Advisory firm LLC | $800.9M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINTECH COLLECTIVE MANAGEMENT LLC CRD 288031 | New York, NY | Advisory firm LLC | $800.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL FOCUS LLC CRD 282177 | Carlsbad, CA | Advisory firm LLC | $800.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERACITY CAPITAL LLC CRD 304272 | Atlanta, GA | Advisory firm LLC | $799.8M | 11 advisors | Percentage of AUM; Fixed fees | View |