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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 | |||||
|---|---|---|---|---|---|---|---|
| SELKIRK MANAGEMENT, LLC CRD 162808 | Chatham, NJ | Advisory firm LLC | $443.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ULLAND INVESTMENT ADVISORS, LLC CRD 109610 | Minneapolis, MN | Advisory firm LLC | $442.9M | 4 advisors | Percentage of AUM | View | |
| LUMINUS MANAGEMENT, LLC CRD 157536 | Houston, TX | Advisory firm LLC | $442.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| THACKERAY PARTNERS CRD 166351 | Dallas, TX | Advisory firm LP | $442.7M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SWS PARTNERS, LLC CRD 281838 | Columbus, OH | Advisory firm LLC | $442.6M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIGURE INVESTMENT ADVISORS, LLC CRD 158307 | San Francisco, CA | Advisory firm LLC | $442.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| OAK HARBOR CAPITAL, LLC CRD 169089 | Las Vegas, NV | Advisory firm LLC | $442.1M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LANDMARK WEALTH MANAGEMENT, LLC CRD 158693 | Melville, NY | Advisory firm LLC | $442.0M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| MERIDIANA CRD 306237 | Coral Gables, FL | Advisory firm LLC | $441.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARTEMIS CAPITAL PARTNERS CRD 285607 | Boston, MA | Advisory firm LLC | $441.5M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| DESTINY ADVISORS LLC CRD 312099 | Austin, TX | Advisory firm LLC | $441.4M | 1 advisors | Percentage of AUM | View | |
| NORTH ISLAND VENTURES CRD 309291 | New York, NY | Advisory firm LLC | $441.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ARDAN EQUITY PARTNERS, LLC CRD 312470 | West Palm Beach, FL | Advisory firm LLC | $441.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| RISE ADVISORS, LLC CRD 309760 | Rochester, NY | Advisory firm LLC | $441.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OWLS NEST PARTNERS CRD 289811 | Chadds Ford, PA | Advisory firm LLC | $441.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BLACK DIAMOND FINANCIAL, LLC CRD 314622 | CA | Advisory firm LLC | $440.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COHERE CAPITAL CRD 305806 | Boston, MA | Advisory firm LP | $440.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| AG ASSET ADVISORY, LLC CRD 154406 | Los Angeles, CA | Advisory firm LLC | $440.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BOREALIS STRATEGIC CAPITAL PARTNERS, LP CRD 300562 | Chicago, IL | Advisory firm LP | $440.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PRIMESOLUTIONS ADVISORS, LLC CRD 110085 | Pittsburgh, PA | Advisory firm LLC | $440.1M | 1 advisors | Fixed fees | View | |
| BLUESTONE EQUITY PARTNERS CRD 323332 | New York, NY | Advisory firm LP | $439.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| VANTUS WEALTH CRD 337216 | Lancaster, PA | Advisory firm LLC | $439.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BILTMORE WEALTH MANAGEMENT, LLC CRD 151365 | Tempe, AZ | Advisory firm LLC | $439.6M | 3 advisors | Percentage of AUM | View | |
| BARCA CAPITAL, LLC CRD 263786 | West Newton, MA | Advisory firm LLC | $439.0M | 2 advisors | Percentage of AUM; Performance-based fees | View |