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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 | |||||
|---|---|---|---|---|---|---|---|
| 55 NORTH PRIVATE WEALTH CRD 325325 | Winter Park, FL | Advisory firm LLC | $581.3M | 7 advisors | Percentage of AUM | View | |
| KEYSTONE GLOBAL PARTNERS LLC CRD 153147 | Denver, CO | Advisory firm LLC | $580.5M | 2 advisors | Percentage of AUM | View | |
| MOSAIC ADVISORS CRD 164913 | Houston, TX | Advisory firm LLC | $580.5M | 16 advisors | Fixed fees | View | |
| WINCH FINANCIAL CRD 110194 | Appleton, WI | Advisory firm LLC | $580.2M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHWEST QUADRANT WEALTH MANAGEMENT CRD 158455 | Bend, OR | Advisory firm LLC | $579.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ABLE WEALTH MANAGEMENT LLC CRD 298085 | Toms River, NJ | Advisory firm LLC | $579.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EPG WEALTH MANAGEMENT LLC CRD 302075 | Atlanta, GA | Advisory firm LLC | $579.1M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATTERN WEALTH MANAGEMENT LLC CRD 304520 | Lawrence, KS | Advisory firm LLC | $579.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EDGEROCK WEALTH MANAGEMENT CRD 312325 | Denver, CO | Advisory firm LLC | $578.9M | 13 advisors | Percentage of AUM | View | |
| TWO ROADS PARTNERS MANAGEMENT, LP CRD 326470 | New York, NY | Advisory firm LP | $578.9M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OXLER PRIVATE WEALTH CRD 309684 | Rye Brook, NY | Advisory firm LLC | $578.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| INFINEDI PARTNERS, LP CRD 298191 | — | Advisory firm LP | $577.3M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VALUEWORKS, LLC CRD 116850 | New York City, NY | Advisory firm LLC | $577.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVERVIEW CREDIT PARTNERS LP CRD 282955 | Tampa, FL | Advisory firm LP | $577.3M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BIRNAM OAK ADVISORS, LP CRD 328180 | New York, NY | Advisory firm LP | $577.0M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALLODIUM INVESTMENT CONSULTANTS, LLC CRD 135812 | Minneapolis, MN | Advisory firm LLC | $576.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MUDDY WATERS CAPITAL LLC CRD 281411 | Austin, TX | Advisory firm LLC | $576.3M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SHOREHILL CAPITAL LLC CRD 286004 | Chicago, IL | Advisory firm LLC | $576.2M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SANDERS MORRIS LLC CRD 20580 | Houston, TX | Advisory firm LLC | $576.1M | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| G&H INVESTMENTS CRD 317722 | Leola, PA | Advisory firm LLC | $576.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOMAIN TIMBER ADVISORS, LLC CRD 287750 | Atlanta, GA | Advisory firm LLC | $575.9M | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BULLETPROOF CAPITAL, LLC CRD 341136 | Chicago, IL | Advisory firm LLC | $575.8M | 4 advisors | Fixed fees; Performance-based fees | View | |
| NORTHERN LAKES CAPITAL, L.P. CRD 315975 | Minneapolis, MN | Advisory firm LP | $575.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUTHOCEAN CAPITAL PARTNERS, LLC CRD 171580 | Ft.. Lauderdale, FL | Advisory firm LLC | $575.3M | 4 advisors | Percentage of AUM; CARRIED INTEREST PAID TO OUR AFFILIATED ENTITIES | View |