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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 | |||||
|---|---|---|---|---|---|---|---|
| FCG INVESTMENT COMPANY CRD 308192 | Germantown, TN | Advisory firm Partnership | $568.2M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| SCISSORTAIL WEALTH MANAGEMENT, LLC CRD 297761 | Tulsa, OK | Advisory firm LLC | $568.2M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| PIER 88 INVESTMENT PARTNERS, LLC CRD 169316 | San Francisco, CA | Advisory firm LLC | $568.0M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LIBERTY SQUARE WEALTH PARTNERS LLC CRD 332476 | Bethlehem, PA | Advisory firm LLC | $567.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC CRD 291631 | New York, NY | Advisory firm LLC | $567.8M | 14 advisors | OTHER CARRIED INTEREST | View | |
| MASCOMA WEALTH MANAGEMENT CRD 174907 | Hanover, NH | Advisory firm LLC | $567.8M | 9 advisors | Percentage of AUM | View | |
| PRENTICE WEALTH MANAGEMENT LLC CRD 160052 | Rochester, NY | Advisory firm LLC | $567.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FREC CRD 325982 | San Francisco, CA | Advisory firm LLC | $567.2M | 1 advisors | Percentage of AUM | View | |
| WHITE WOLF CAPITAL ADVISORS, LLC CRD 311816 | Miami, FL | Advisory firm LLC | $566.8M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LATITUDE ADVISORS, LLC CRD 151001 | AL | Advisory firm LLC | $566.5M | 65 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DECKER WEALTH MANAGEMENT, LLC CRD 150094 | Nashville, TN | Advisory firm LLC | $566.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ALTERI WEALTH CRD 331100 | Westlake Village, CA | Advisory firm LLC | $566.1M | 3 advisors | Percentage of AUM | View | |
| EQUINUM, LLC CRD 304350 | Brooklyn, NY | Advisory firm LLC | $566.0M | 5 advisors | Percentage of AUM | View | |
| ADAMS WEALTH ADVISORS CRD 286087 | Logan, UT | Advisory firm LLC | $565.8M | 11 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ATTICUS WEALTH MANAGEMENT CRD 296949 | Palm Beach Gardens, FL | Advisory firm LLC | $565.3M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALIDADE CAPITAL, LLC CRD 165341 | Bloomfield Hills, MI | Advisory firm LLC | $564.9M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| REEDMARK ADVISORS, LLC CRD 173760 | Somerville, NJ | Advisory firm LLC | $564.6M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| JACKSON SQUARE CAPITAL, LLC CRD 300314 | San Francisco, CA | Advisory firm LLC | $564.3M | 5 advisors | Percentage of AUM | View | |
| BOYUM WEALTH ARCHITECTS LLC CRD 161261 | Bloomington, MN | Advisory firm LLC | $564.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ECC FUND MANAGER II, LLC CRD 167090 | New York, NY | Advisory firm LLC | $563.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WAVE EQUITY PARTNERS CRD 170642 | Boston, MA | Advisory firm LLC | $563.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| DOWNTOWN WEALTH STUDIOS, LLC CRD 325213 | Miami, FL | Advisory firm LLC | $563.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PARADIGM WEALTH MANAGEMENT, LLC CRD 148662 | Westlake, OH | Advisory firm LLC | $563.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROOKLYN FI, LLC CRD 292115 | Brooklyn, NY | Advisory firm LLC | $563.1M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View |