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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 | |||||
|---|---|---|---|---|---|---|---|
| MILL HILL CAPITAL LLC CRD 269882 | New York, NY | Advisory firm LLC | $757.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MILL ROAD CAPITAL CRD 157095 | Greenwich, CT | Advisory firm LLC | $753.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SWEENEY & MICHEL, LLC CRD 282595 | Chico, CA | Advisory firm LLC | $752.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BANYAN ALPHA INVESTMENT L.P. CRD 311857 | South San Francisco, CA | Advisory firm LP | $751.9M | 4 advisors | Performance-based fees; ANNUALLY NEGOTIATED MANAGEMENT FEE | View | |
| CASTLEPOINT WEALTH ADVISORS CRD 205512 | Oklahoma City, OK | Advisory firm LLC | $751.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EWA, LLC CRD 308977 | Pittsburgh, PA | Advisory firm LLC | $750.7M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ENTREPRENEUR FIRST INVESTMENT MANAGER LLP CRD 300402 | London | Advisory firm LLP | $750.7M | 3 advisors | Fixed fees; Performance-based fees | View | |
| TORRAY INVESTMENT PARTNERS LLC CRD 105818 | Bethesda, MD | Advisory firm LLC | $750.1M | 4 advisors | Percentage of AUM | View | |
| ROCKLINE WEALTH MANAGEMENT LLC CRD 324004 | Islip Terrace, NY | Advisory firm LLC | $749.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WESTWOOD WEALTH MANAGEMENT CRD 132162 | Dallas, TX | Advisory firm LLC | $749.5M | 14 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SBJ CAPITAL CRD 293841 | Walnut Creek, CA | Advisory firm LLC | $749.4M | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CURRAN FINANCIAL PARTNERS, LLC CRD 281943 | Daniel Island, SC | Advisory firm LLC | $749.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QTR FAMILY WEALTH, LLC CRD 331655 | Lake Mary, FL | Advisory firm LLC | $749.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLAGSHIP WEALTH ADVISORS, LLC. CRD 131962 | Wakefield, MA | Advisory firm LLC | $748.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LNK PARTNERS, LLC CRD 157725 | White Plains, NY | Advisory firm LLC | $748.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CURAFIN ADVISORS CRD 329091 | Phoenix, AZ | Advisory firm LLC | $748.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FIDUCIARY FAMILY OFFICE, LLC CRD 326990 | Boca Raton, FL | Advisory firm LLC | $747.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFICA CAPITAL INVESTMENTS CRD 125790 | CA | Advisory firm LLC | $747.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AUTUMN GLORY PARTNERS, LLC CRD 288250 | Dallas, TX | Advisory firm LLC | $747.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FOW PARTNERS, LP CRD 329051 | Portland, ME | Advisory firm LP | $747.3M | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| CRCM L.P. CRD 160976 | San Francisco, CA | Advisory firm LP | $746.7M | 4 advisors | Percentage of AUM; INCENTIVE ALLOCATIONS | View | |
| SKYLANDS CAPITAL, LLC CRD 131183 | Milwaukee, WI | Advisory firm LLC | $746.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TILLMAN HARTLEY LLC CRD 109479 | Denver, CO | Advisory firm LLC | $746.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DERBY LANE CRD 334739 | New York, NY | Advisory firm LP | $746.3M | 9 advisors | Percentage of AUM; Performance-based fees | View |