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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 | |||||
|---|---|---|---|---|---|---|---|
| PIER CAPITAL, LLC CRD 131212 | Stamford, CT | Advisory firm LLC | $647.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BOSTON STANDARD WEALTH MANAGEMENT, LLC CRD 156452 | Winchester, MA | Advisory firm LLC | $647.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STANDARD GENERAL L.P. CRD 151831 | New York, NY | Advisory firm LP | $647.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ACT TWO INVESTORS LLC CRD 294046 | CA | Advisory firm LLC | $647.0M | 1 advisors | Percentage of AUM | View | |
| PEAKVIEW CAPITAL CRD 305663 | Menlo Park, CA | Advisory firm LLC | $646.4M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SSW PARTNERS CRD 325761 | New York, NY | Advisory firm LP | $646.4M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEGACY WEALTH PARTNERS, LLC CRD 333032 | Lakewood, CO | Advisory firm LLC | $646.0M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| MCGINTY ROAD PARTNERS, LP CRD 290390 | Minnetonka, MN | Advisory firm LP | $646.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| KITCHING PARTNERS, LLC CRD 325042 | Conshohocken, PA | Advisory firm LLC | $645.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SPICEWOOD MINERAL MANAGEMENT, LLC CRD 310323 | Dallas, TX | Advisory firm LLC | $644.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| 1808 CAPITAL PARTNERS CRD 332702 | Greensboro, NC | Advisory firm LLC | $644.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELDRED ROCK PARTNERS, LLC CRD 316401 | San Antonio, TX | Advisory firm LLC | $644.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BUCKLEY WEALTH CRD 285823 | Las Vegas, NV | Advisory firm LLC | $644.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CADENT ENERGY PARTNERS CRD 157559 | Rye Brook, NY | Advisory firm LLC | $643.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HEDONOVA ADVISORS LLC CRD 324941 | Post Falls, ID | Advisory firm LLC | $643.2M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| CHATHAM WEALTH MANAGEMENT CRD 111987 | Chatham, NJ | Advisory firm LLC | $642.9M | 4 advisors | Percentage of AUM | View | |
| SIGHTLINE PARTNERS LLC CRD 162629 | Bloomington, MN | Advisory firm LLC | $642.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ABACUS FCF ADVISORS LLC CRD 135152 | Orlando, FL | Advisory firm LLC | $642.6M | 3 advisors | Percentage of AUM | View | |
| REGENCY WEALTH MANAGEMENT CRD 131208 | Ramsey, NJ | Advisory firm LLC | $642.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| JONES HILL CAPITAL LP CRD 339686 | New York, NY | Advisory firm LP | $642.4M | 4 advisors | Percentage of AUM | View | |
| ARJUNA CAPITAL, LLC CRD 283713 | Manchester, MA | Advisory firm LLC | $642.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KABR MANAGEMENT, LLC CRD 175409 | Englewood, NJ | Advisory firm LLC | $642.3M | 11 advisors | Performance-based fees; A PERCENTAGE OF COMMITTED CAPITAL UNDER MANAGEMENT | View | |
| SHAKESPEARE WEALTH MANAGEMENT, LLC CRD 111950 | Pewaukee, WI | Advisory firm LLC | $641.9M | 6 advisors | Percentage of AUM | View | |
| WOODWARD FINANCIAL ADVISORS, INC. CRD 150641 | Chapel Hill, NC | Advisory firm Other (specify) | $641.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |