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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 | |||||
|---|---|---|---|---|---|---|---|
| LISANTI CAPITAL GROWTH LLC CRD 130023 | New York, NY | Advisory firm LLC | $432.5M | 3 advisors | Percentage of AUM | View | |
| ENGAGED CAPITAL CRD 161251 | Newport Beach, CA | Advisory firm LLC | $432.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TRED AVON FAMILY WEALTH, LLC CRD 174115 | Easton, MD | Advisory firm LLC | $431.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEITMAN INTERNATIONAL HK LIMITED CRD 170550 | Central Hong Kong | Advisory firm Other (specify) | $431.9M | 27 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ARGENTARII, LLC CRD 332112 | Cincinnati, OH | Advisory firm LLC | $431.9M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MUSIC ROW WEALTH MANAGEMENT CRD 288944 | Nashville, TN | Advisory firm LLC | $431.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| FOREWORD CAPITAL, LP CRD 332205 | San Francisco, CA | Advisory firm LP | $431.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| NBZ INVESTMENT ADVISORS, LLC CRD 123902 | Knoxville, TN | Advisory firm LLC | $431.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROSPECT FINANCIAL SERVICES LLC CRD 314154 | Melville, NY | Advisory firm LLC | $431.0M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| REPUBLIC CAPITAL CRD 316437 | New York, NY | Advisory firm LLC | $430.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CAUSEY PUBLIC FINANCE CRD 332123 | CA | Advisory firm LLC | $430.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEADMONT ADVISORS, LLC CRD 328882 | Birmingham, AL | Advisory firm LLC | $430.7M | 4 advisors | Percentage of AUM | View | |
| ARROWROOT FAMILY OFFICE, LLC CRD 168744 | Marina Del Rey, CA | Advisory firm LLC | $430.7M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WHITE PINE CAPITAL LLC CRD 108417 | Bloomington, MN | Advisory firm LLC | $430.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SWMG, LLC CRD 166688 | Fort Worth, TX | Advisory firm LLC | $430.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASTLE WEALTH MANAGEMENT CRD 118364 | Boynton Beach, FL | Advisory firm LLC | $430.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIKER MANAGEMENT LLC CRD 119786 | New York, NY | Advisory firm LP | $430.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| POWER WEALTH MANAGEMENT CRD 315101 | Alpharetta, GA | Advisory firm LLC | $429.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| NAVIGATE WEALTH MANAGEMENT, LLC CRD 173770 | Birmingham, AL | Advisory firm LLC | $429.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SHAYNE & JACOBS, LLC CRD 109423 | Nashville, TN | Advisory firm LLC | $429.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARLSON CAPITAL, L.P. CRD 118156 | Dallas, TX | Advisory firm LP | $429.3M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| QBOX FIDUCIARY SOLUTIONS, LLC CRD 167622 | Fort Wayne, IN | Advisory firm LLC | $429.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SQUARE WAVE CAPITAL CRD 318517 | Brooklyn, NY | Advisory firm LLC | $428.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AGIS MANAGEMENT LLC CRD 172457 | Clearwater, FL | Advisory firm LLC | $428.7M | 16 advisors | Percentage of AUM; Performance-based fees | View |