Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| ALPHA PARTNERS MANAGEMENT, LLC CRD 286141 | New York, NY | Advisory firm LLC | $537.5M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| RAREVIEW CAPITAL LLC CRD 284474 | Las Vegas, NV | Advisory firm LLC | $537.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ANTARA CAPITAL LP CRD 298247 | New York, NY | Advisory firm LP | $537.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC CRD 297526 | Dallas, TX | Advisory firm LLC | $537.3M | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| BP CAPITAL ENERGY ADVISORS, LLC CRD 167087 | Dallas, TX | Advisory firm LLC | $537.2M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| NOVAPOINT CAPITAL LLC CRD 173663 | Atlanta, GA | Advisory firm LLC | $536.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HENDRICKS WEALTH AND ESTATE MANAGEMENT CRD 289593 | Algonquin, IL | Advisory firm LLC | $536.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LITVAK WEALTH, LLC CRD 170805 | Norwalk, CT | Advisory firm LLC | $536.1M | 4 advisors | Percentage of AUM | View | |
| CRESCAT PORTFOLIO MANAGEMENT LLC CRD 139620 | Denver, CO | Advisory firm LLC | $536.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| NINTH AVENUE CAPITAL, LP CRD 337730 | Kansas City, MO | Advisory firm LP | $536.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SPG ADVISORS LLC CRD 284496 | Kirkland, WA | Advisory firm LLC | $535.4M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JUNIPER CAPITAL ADVISORS, L.P. CRD 173612 | Houston, TX | Advisory firm LP | $535.4M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIAGEN WEALTH MANAGEMENT LLC CRD 308457 | Calabasas, CA | Advisory firm LLC | $535.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL INNOVATIONS, LLC CRD 142769 | Atlanta, GA | Advisory firm LLC | $535.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CELERES CAPITAL ADVISORS, LLC CRD 304581 | San Juan, PR | Advisory firm LLC | $534.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MEZZASALMA ADVISORS CRD 129045 | Tinton Falls, NJ | Advisory firm LLC | $534.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| USA FINANCIAL FORMULAS CORPORATION CRD 139987 | Ada, MI | Advisory firm LLC | $534.4M | 4 advisors | Percentage of AUM | View | |
| JACKSONVILLE WEALTH MANAGEMENT CRD 309312 | Jacksonville, FL | Advisory firm LLC | $533.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKY ISLAND CAPITAL CRD 305087 | Dallas, TX | Advisory firm LP | $533.5M | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BAYBERRY CAPITAL PARTNERS LP CRD 300381 | New York, NY | Advisory firm LP | $533.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| COLLECTIVE FAMILY OFFICE, LLC CRD 301274 | York, PA | Advisory firm LLC | $533.4M | 3 advisors | Percentage of AUM | View | |
| CIMARRON HEALTHCARE CAPITAL, LLC CRD 282387 | Salt Lake City, UT | Advisory firm LLC | $532.7M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BROPHY WEALTH MANAGEMENT, LLC CRD 169894 | Bedford, NH | Advisory firm LLC | $532.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PASSPORT CAPITAL, LLC CRD 134484 | San Francisco, CA | Advisory firm LLC | $532.4M | 5 advisors | Percentage of AUM; Performance-based fees | View |