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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 | |||||
|---|---|---|---|---|---|---|---|
| DYNASTY EQUITY PARTNERS MANAGEMENT, LLC CRD 327607 | New York, NY | Advisory firm LLC | $669.8M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPINE SAXON WOODS CRD 109686 | Purchase, NY | Advisory firm LLC | $669.6M | 3 advisors | Percentage of AUM | View | |
| PAVE INVESTMENT ADVISORS, LLC. CRD 322420 | New York, NY | Advisory firm LLC | $669.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STONE TEMPLE PARTNERS LLC CRD 332833 | New York, NY | Advisory firm LLC | $668.7M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WEALTH CARE LLC CRD 125799 | NE | Advisory firm LLC | $668.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RADIAL EQUITY PARTNERS LP CRD 308513 | New York, NY | Advisory firm LP | $668.5M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| OAKWELL PRIVATE WEALTH MANAGEMENT CRD 162096 | Austin, TX | Advisory firm LLC | $668.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPEVIEW CAPITAL LLP CRD 160092 | London | Advisory firm LLP | $667.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| VERIDAN WEALTH CRD 329666 | West Linn, OR | Advisory firm LLC | $667.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A.W. JONES CRD 161260 | New York, NY | Advisory firm LLC | $667.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PERISCOPE EQUITY LLC CRD 290326 | Chicago, IL | Advisory firm LLC | $667.0M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAYETANO DEVELOPMENT, LLC CRD 290076 | Austin, TX | Advisory firm LLC | $666.6M | 7 advisors | Fixed fees · Performance-based fees +1 more | View | |
| BLUECHIP WEALTH ADVISORS LLC CRD 150008 | Milton, GA | Advisory firm LLC | $666.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BECK BODE LLC CRD 282611 | Dedham, MA | Advisory firm LLC | $666.4M | 16 advisors | Percentage of AUM; Fixed fees | View | |
| HIDDENITE CAPITAL PARTNERS LP CRD 309942 | New York, NY | Advisory firm LP | $665.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BCWM CRD 144748 | Overland Park, KS | Advisory firm LLC | $665.2M | 8 advisors | Percentage of AUM; Commissions | View | |
| AMERICA FIRST INVESTMENT ADVISORS LLC CRD 106984 | Omaha, NE | Advisory firm LLC | $665.1M | 7 advisors | Percentage of AUM | View | |
| ALTA WEALTH ADVISORS LLC CRD 293675 | Woburn, MA | Advisory firm LLC | $664.6M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEN WEALTH MANAGEMENT, LLC CRD 133038 | Boone, NC | Advisory firm LLC | $664.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LOGAN STONE CRD 311547 | Chicago, IL | Advisory firm LLC | $664.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FOCUSED ALPHA, LLC CRD 310591 | Greenwood Village, CO | Advisory firm LLC | $663.9M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RRA CAPITAL CRD 306287 | Phoenix, AZ | Advisory firm LLC | $663.3M | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DILIGENT INVESTORS, LLC CRD 158708 | Redlands, CA | Advisory firm LLC | $663.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRONWOOD FINANCIAL, LLC CRD 151004 | Tucson, AZ | Advisory firm LLC | $662.5M | 8 advisors | Percentage of AUM | View |