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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 | |||||
|---|---|---|---|---|---|---|---|
| STRENGTH CAPITAL PARTNERS, LLC CRD 134320 | Birmingham, MI | Advisory firm LLC | $528.0M | 9 advisors | A SERVICE FEE EQUAL TO UP TO 3% OF THE EBITDA OF THE PORTFOLIO C | View | |
| ARCHEAN CAPITAL PARTNERS II, L.L.C. CRD 294346 | Newtown Square, PA | Advisory firm LLC | $527.8M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CURA WEALTH ADVISORS, LLC CRD 332511 | Chicago, IL | Advisory firm LLC | $527.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROSECAP INVESTMENT ADVISORS, LLC CRD 152054 | Grand Junction, CO | Advisory firm LLC | $527.5M | 6 advisors | Percentage of AUM | View | |
| NOBLE FAMILY WEALTH CRD 315152 | Clearwater, FL | Advisory firm LLC | $527.5M | 5 advisors | Percentage of AUM | View | |
| AXON CAPITAL LP CRD 158281 | New York, NY | Advisory firm LP | $527.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HVPF MANAGER II, LLC CRD 318754 | New York, NY | Advisory firm LLC | $527.2M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPASS FINANCIAL ADVISORY SERVICES, LLC CRD 316843 | Ormond Beach, FL | Advisory firm LLC | $527.2M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ALAETHES WEALTH, LLC CRD 304920 | CA | Advisory firm LLC | $526.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ONE BOW RIVER ADVISERS, LLC. CRD 333311 | Colorado Springs, CO | Advisory firm LLC | $525.9M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BOSTONPREMIER WEALTH CRD 282268 | Hingham, MA | Advisory firm LLC | $525.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORE PLANNING CRD 154660 | Ofallon, MO | Advisory firm LLC | $525.0M | 61 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMIZED INVESTMENT PARTNERS, LLC CRD 322145 | — | Advisory firm LLC | $525.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 5TH STREET ADVISORS, LLC CRD 140165 | Southport, CT | Advisory firm LLC | $524.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESSENTIAL PLANNING, LLC CRD 106651 | Portsmouth, NH | Advisory firm LLC | $524.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC CRD 118366 | Lincolnshire, IL | Advisory firm LLC | $524.4M | 6 advisors | Percentage of AUM; Commissions | View | |
| DENVER PWM, LLC CRD 171139 | Denver, CO | Advisory firm LLC | $524.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHWAY FINANCIAL ADVISERS, LLC CRD 166237 | Auburn, IN | Advisory firm LLC | $524.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADAMS STREET ADVISORS, LLC CRD 333783 | Chicago, IL | Advisory firm LLC | $524.2M | 190 advisors | Percentage of AUM; Performance-based fees | View | |
| CONVERGENCE INVESTMENT PARTNERS, LLC CRD 148472 | Palm Beach Gardens, FL | Advisory firm LLC | $523.6M | 4 advisors | Percentage of AUM | View | |
| CHURCHILL FINANCIAL ADVISORS, LLC CRD 333071 | Louisville, KY | Advisory firm LLC | $522.9M | 3 advisors | Percentage of AUM | View | |
| EVERGREEN ADVISORS, LLC CRD 149861 | Chattanooga, TN | Advisory firm LLC | $522.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORT POINT CAPITAL CRD 164067 | Boston, MA | Advisory firm LLC | $522.6M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| PARK EDGE ADVISORS, LLC CRD 317521 | Cleveland, OH | Advisory firm LLC | $522.5M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View |