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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 | |||||
|---|---|---|---|---|---|---|---|
| WEALTHSPRING CAPITAL LLC CRD 301040 | West Harrison, NY | Advisory firm LLC | $515.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MATTSON FINANCIAL SERVICES, LLC CRD 153067 | Kentwood, MI | Advisory firm LLC | $515.0M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GAVILAN INVESTMENT PARTNERS LLC CRD 311134 | Burlingame, CA | Advisory firm LLC | $514.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| UHLER VERTICH WHITE ADVISORS CRD 130716 | Fort Myers, FL | Advisory firm LLC | $513.7M | 6 advisors | Percentage of AUM | View | |
| SERENITY INVESTMENT ADVISORS CRD 307924 | Chicago, IL | Advisory firm LLC | $513.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| GREYBULL ADVISORS, LLC CRD 317767 | Jackson, WY | Advisory firm LLC | $513.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLOCATOR SOLUTIONS, LLC CRD 337300 | St. Louis, MO | Advisory firm LLC | $513.5M | 1 advisors | Percentage of AUM | View | |
| ELEVATUS WEALTH MANAGEMENT, LLC CRD 325629 | Victor, NY | Advisory firm LLC | $513.4M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| PHARVISION ADVISERS, LLC CRD 311739 | Boca Raton, FL | Advisory firm LLC | $513.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTWOOD CAPITAL LP CRD 329381 | Greenwich, CT | Advisory firm LP | $513.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GGM FINANCIAL LLC CRD 327008 | Columbus, OH | Advisory firm LLC | $513.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| WAKEFIELD WEALTH MANAGEMENT, LLLP CRD 173997 | Englewood, CO | Advisory firm Other (specify) | $512.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INVESTMENT RESEARCH PARTNERS CRD 304315 | Lemont, PA | Advisory firm LLC | $512.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LEO WEALTH AMERICAS, LLC CRD 338799 | Hurst, TX | Advisory firm LLC | $512.3M | 21 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VENATOR MANAGEMENT LLC CRD 310406 | Pittsburgh, PA | Advisory firm LLC | $511.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ST. JAMES INVESTMENT ADVISORS, LLC CRD 283880 | Port Jefferson, NY | Advisory firm LLC | $511.5M | 4 advisors | Percentage of AUM | View | |
| FLOREK FINANCIAL, LLC CRD 152235 | Duxbury, MA | Advisory firm LLC | $511.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDATO WEALTH LLC CRD 158173 | Middleburg Heights, OH | Advisory firm LLC | $510.8M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ELDRIDGE GP1 ADVISERS CRD 333934 | New York, NY | Advisory firm LLC | $510.0M | 110 advisors | Percentage of AUM; Performance-based fees | View | |
| DEFENDER CAPITAL CRD 159607 | Charlotte, NC | Advisory firm LLC | $510.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEBARI PARTNERS, LLC CRD 295859 | New York, NY | Advisory firm LLC | $509.7M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ASPIRE PRIVATE CAPITAL CRD 154116 | Cornelius, NC | Advisory firm LLC | $509.7M | 9 advisors | Percentage of AUM | View | |
| HIGHBROOK CAPITAL PARTNERS CRD 338408 | Atlanta, GA | Advisory firm LLC | $509.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLATFORM WEALTH ADVISORS CRD 329313 | Holladay, UT | Advisory firm LLC | $509.0M | 9 advisors | Percentage of AUM; Fixed fees | View |