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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 | |||||
|---|---|---|---|---|---|---|---|
| VIZCAYA CAPITAL, LLC CRD 170518 | Miami, FL | Advisory firm LLC | $631.4M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CORDATUS WEALTH MANAGEMENT LLC CRD 282871 | Yardley, PA | Advisory firm LLC | $630.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ROSEL WEALTH MANAGEMENT, LLC CRD 291065 | Highlands Ranch, CO | Advisory firm LLC | $630.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC CRD 163921 | New York, NY | Advisory firm LLC | $630.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ROSE PARK ADVISORS, LLC CRD 162017 | Boston, MA | Advisory firm LLC | $629.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SAGE CAPITAL ADVISORS, LLC CRD 136577 | Sioux Falls, SD | Advisory firm LLC | $629.8M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| LEGACY WEALTH MANAGEMENT, LLC CRD 174767 | Boise, ID | Advisory firm LLC | $629.0M | 39 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| MANATUCK HILL PARTNERS, LLC CRD 160689 | Westport, CT | Advisory firm LLC | $628.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ARGENTEM CREEK PARTNERS CRD 282070 | New York, NY | Advisory firm LP | $628.4M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CAPSHIFT ADVISORS CRD 309860 | West Newton, MA | Advisory firm LLC | $628.0M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| MERIDIAN FINANCIAL PARTNERS LLC CRD 281969 | Warrenton, VA | Advisory firm LLC | $627.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTRICA WEALTH MANAGEMENT CRD 335042 | Miami, FL | Advisory firm LLC | $627.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ARIADNE WEALTH MANAGEMENT, LP CRD 170999 | Santa Barbara, CA | Advisory firm LP | $627.3M | 6 advisors | Percentage of AUM | View | |
| HARVEST GROWTH CAPITAL CRD 327883 | TX | Advisory firm LLC | $626.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| IMPACT CAPITAL PARTNERS LLC CRD 329616 | Greenwood Village, CO | Advisory firm LLC | $625.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHRACTION MANAGEMENT LLC CRD 298633 | Colchester, CT | Advisory firm LLC | $625.5M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SOVEREIGN WEALTH ADVISORS LLC CRD 188524 | Houston, TX | Advisory firm LLC | $625.1M | 35 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTFOLIO DESIGN LABS, LLC CRD 318127 | Encino, CA | Advisory firm LLC | $624.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RIVERVIEW CAPITAL ADVISERS LLC CRD 140377 | Boston, MA | Advisory firm LLC | $624.1M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INDUSTRIAL DEVELOPMENT FUNDING LLC CRD 298015 | Miami Beach, FL | Advisory firm LLC | $624.0M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PARK LANE ADVISORS, LLC CRD 338445 | Birmingham, AL | Advisory firm LLC | $623.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HILL ISLAND FINANCIAL LLC CRD 313469 | Grand Rapids, MI | Advisory firm LLC | $623.8M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| AXIUS ADVISORS LLC CRD 330006 | Saint Charles, MO | Advisory firm LLC | $623.8M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPP MANAGEMENT SERVICES, LLC CRD 164078 | Charlotte, NC | Advisory firm LLC | $623.6M | 19 advisors | Percentage of AUM · Fixed fees +1 more | View |