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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 | |||||
|---|---|---|---|---|---|---|---|
| SHERBORNE INVESTORS MANAGEMENT LP CRD 160178 | New York, NY | Advisory firm LP | $522.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LEADING EDGE FINANCIAL PLANNING LLC CRD 277149 | Knoxville, TN | Advisory firm LLC | $521.8M | 9 advisors | Percentage of AUM | View | |
| VERSO PARTNERS CRD 318319 | San Francisco, CA | Advisory firm LP | $521.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| REFLOW SERVICES, LLC CRD 158301 | San Francisco, CA | Advisory firm LLC | $521.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TRINITY LEGACY PARTNERS, LLC CRD 159179 | Houston, TX | Advisory firm LLC | $521.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 5TH CENTURY PARTNERS CRD 313522 | Chicago, IL | Advisory firm LP | $521.2M | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DISCIPLINED EQUITY MANAGEMENT, INC. CRD 129436 | Neptune Beach, FL | Advisory firm Other (specify) | $521.0M | 2 advisors | Percentage of AUM | View | |
| FIDUCIARY ADVISORS, LLC CRD 104189 | Cottonwood Heights, UT | Advisory firm LLC | $520.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GROUNDED CAPITAL, LLC CRD 323354 | Mill Valley, CA | Advisory firm LLC | $520.0M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ZURAW FINANCIAL ADVISORS, LLC CRD 173129 | Greensboro, NC | Advisory firm Other (specify) | $519.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEAN, JACOBSON FINANCIAL SERVICES CRD 115879 | Fort Worth, TX | Advisory firm LLC | $519.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTERA PRIVATE ACCESS, LLC CRD 287467 | Atlanta, GA | Advisory firm LLC | $519.1M | 4 advisors | Fixed fees · Performance-based fees +1 more | View | |
| SAVANO DIRECT CAPITAL PARTNERS, LLC CRD 174066 | Baltimore, MD | Advisory firm LLC | $519.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| COUNCIL CAPITAL FUNDS MANAGEMENT, LLC CRD 174036 | Nashville, TN | Advisory firm LLC | $518.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BICYCLE CAPITAL CRD 328090 | Coconut Grove, FL | Advisory firm LP | $518.5M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| GCW GLOBAL CUSTOMISED WEALTH LLP CRD 292793 | London | Advisory firm LLP | $518.0M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SELDON CAPITAL LP CRD 300755 | San Francisco, CA | Advisory firm LP | $517.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BGM WEALTH MANAGEMENT CRD 110483 | Bloomington, MN | Advisory firm LLC | $517.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIAT WEALTH MANAGEMENT CRD 318201 | Wayzata, MN | Advisory firm LLC | $517.4M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NESTYIELD ETFS CRD 332971 | Downey, CA | Advisory firm LLC | $517.3M | 2 advisors | Percentage of AUM; Commissions | View | |
| MEDALLION WEALTH ADVISORS, LLC CRD 156064 | Farmington, CT | Advisory firm LLC | $516.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRG FUND MANAGER, LLC CRD 311944 | Chicago, IL | Advisory firm LLC | $516.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STEAMBOAT CAPITAL PARTNERS, LLC CRD 173141 | — | Advisory firm LLC | $515.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL NETWORK WEALTH ADVISORS LLC CRD 318842 | Murray, UT | Advisory firm LLC | $515.4M | 6 advisors | Percentage of AUM; Hourly charges | View |