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 | |||||
|---|---|---|---|---|---|---|---|
| ANTHEMIS CAPITAL MANAGERS LIMITED CRD 286542 | London | Advisory firm Other (specify) | $485.6M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| ARMOR ADVISORS, L.L.C. CRD 157238 | New York, NY | Advisory firm LLC | $485.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ANTHEMIS CAPITAL MANAGERS (AMERICAS) LLC CRD 323376 | New York, NY | Advisory firm LLC | $485.5M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. CRD 281131 | Villanova, PA | Advisory firm LLC | $485.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIDGER MANAGEMENT LLC CRD 160738 | New York, NY | Advisory firm LLC | $485.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| JOHNSON & WHITE WEALTH MANAGEMENT LLC CRD 169795 | York, PA | Advisory firm LLC | $484.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VANTAGE POINT FINANCIAL, LLC CRD 305016 | Lisle, IL | Advisory firm LLC | $484.6M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NINE MASTS CAPITAL ADVISERS LLC CRD 322775 | New York, NY | Advisory firm LLC | $484.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GRANEY& KING, LLC CRD 126461 | Latham, NY | Advisory firm LLC | $484.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNTAIN PACIFIC ADVISORS, LLC CRD 151666 | Bellevue, WA | Advisory firm LLC | $484.3M | 6 advisors | Percentage of AUM | View | |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC CRD 324258 | Louisville, KY | Advisory firm LLC | $484.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILITIA INVESTMENTS, LLC CRD 331788 | Austin, TX | Advisory firm LLC | $483.6M | 2 advisors | Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| EXODUS WEALTH, LLC CRD 174328 | Fort Lauderdale, FL | Advisory firm LLC | $483.6M | 51 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORTON BROWN FAMILY WEALTH LLC CRD 292278 | Allentown, PA | Advisory firm LLC | $483.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PARADIEM, LLC CRD 158200 | Covington, LA | Advisory firm LLC | $483.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| USADVISORS WEALTH MANAGEMENT, LLC CRD 158108 | Eden Prairie, MN | Advisory firm LLC | $483.3M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL KANDOR ADVISORS, LLC CRD 308452 | Key Biscayne, FL | Advisory firm LLC | $483.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| JOYCE WEALTH MANAGEMENT, LLC CRD 325221 | Houston, TX | Advisory firm LLC | $483.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| OAKSTREET WEALTH MANAGEMENT, INC. CRD 288723 | Magnolia, TX | Advisory firm Other (specify) | $482.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMJ FINANCIAL WEALTH MANAGEMENT LLC CRD 162878 | Leesburg, VA | Advisory firm LLC | $481.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSS FINANCIAL ADVISORS CRD 287686 | Beaverton, OR | Advisory firm LLC | $481.8M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IP FINANCIAL ADVISORY SERVICES LLC CRD 305772 | Charlotte, NC | Advisory firm LLC | $481.4M | 112 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HS WEALTH PARTNERS CRD 330640 | Nashville, TN | Advisory firm LLC | $481.2M | 4 advisors | Percentage of AUM | View | |
| ONYXPOINT GLOBAL MANAGEMENT LP CRD 288356 | New York, NY | Advisory firm LP | $481.2M | 6 advisors | Percentage of AUM; Performance-based fees | View |