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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 | |||||
|---|---|---|---|---|---|---|---|
| CENTRAL FAMILY ADVISORS, LLC CRD 283995 | New York, NY | Advisory firm LLC | $608.3M | 2 advisors | Fixed fees | View | |
| ROSE CAPITAL ADVISORS, LLC CRD 173054 | Miami Beach, FL | Advisory firm LLC | $608.3M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INLET PRIVATE WEALTH, LLC CRD 297154 | Jupiter, FL | Advisory firm LLC | $608.1M | 3 advisors | Percentage of AUM | View | |
| MERCHANTS INVESTMENT PARTNERS, LLC CRD 314794 | New York, NY | Advisory firm LLC | $607.9M | 10 advisors | BASE SALARY | View | |
| GRADIENT WEALTH MANAGEMENT CRD 127701 | Arden Hills, MN | Advisory firm LLC | $607.9M | 67 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IRONWOOD WEALTH MANAGEMENT, LLC CRD 200511 | Chandler, AZ | Advisory firm LLC | $607.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| DRAKE & ASSOCIATES, LLC CRD 154854 | Waukesha, WI | Advisory firm LLC | $607.3M | 14 advisors | Percentage of AUM; Hourly charges | View | |
| TRINITY INVESTORS FUND ADVISORS, LLC CRD 314603 | Southlake, TX | Advisory firm LLC | $606.6M | 4 advisors | Percentage of AUM; PROJECT LEVEL CARRIED INTEREST | View | |
| COGENTBLUE CRD 312899 | Knoxville, TN | Advisory firm LLC | $606.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TLWM FINANCIAL CRD 158305 | San Antonio, TX | Advisory firm LLC | $605.4M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MFA WEALTH ADVISORS, LLC CRD 171984 | Pittsburgh, PA | Advisory firm LLC | $605.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| EAGLE HEALTH INVESTMENTS LP CRD 309210 | Greenwich, CT | Advisory firm LP | $605.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FAIRVOY PRIVATE WEALTH, LLC CRD 329636 | Birmingham, AL | Advisory firm LLC | $605.1M | 6 advisors | Percentage of AUM | View | |
| DESTINY FAMILY OFFICE CRD 338015 | Tavares, FL | Advisory firm LLC | $605.1M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| SAPERE WEALTH MANAGEMENT, LLC CRD 119598 | Matthews, NC | Advisory firm LLC | $604.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT CRD 327354 | NC | Advisory firm LLC | $604.3M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| LONG WALK MANAGEMENT LP CRD 309271 | CT | Advisory firm LP | $603.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CALLODINE CREDIT MANAGEMENT CRD 313165 | Boston, MA | Advisory firm LLC | $603.0M | 8 advisors | Percentage of AUM; PERFORMANCE FEES PAID TO AFFIIATED GENERAL PARTNER | View | |
| AVAII WEALTH MANAGEMENT, LLC CRD 298165 | Appleton, WI | Advisory firm LLC | $602.8M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HURRICANE CAPITAL ADVISORS LLC CRD 314749 | New York, NY | Advisory firm LLC | $602.7M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INTERGY PRIVATE WEALTH, LLC CRD 315698 | Colorado Springs, CO | Advisory firm LLC | $602.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OWL CREEK WEALTH PARTNERS CRD 331850 | Denver, CO | Advisory firm LLC | $602.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| AGRIGLOBE LAND ADVISORS, LLC CRD 337868 | Fresno, CA | Advisory firm LLC | $602.2M | 4 advisors | Fixed fees | View | |
| BPGC MANAGEMENT LP CRD 309916 | New York, NY | Advisory firm LP | $601.9M | 3 advisors | Percentage of AUM; Performance-based fees | View |