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 | |||||
|---|---|---|---|---|---|---|---|
| LEGA Z ADVISORY LLC CRD 297417 | CA | Advisory firm LLC | $428.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LONGWALL FAMILY OFFICE CRD 324336 | Westport, CT | Advisory firm LLP | $428.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PROVIDENCE FINANCIAL ADVISORS, LLC CRD 124839 | Overland Park, KS | Advisory firm LLC | $428.1M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HAVEN PRIVATE CRD 329012 | Orlando, FL | Advisory firm LLC | $428.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CPC MANAGEMENT, LLC CRD 313413 | Kansas City, MO | Advisory firm LLC | $428.0M | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| ABOUND FINANCIAL CRD 327724 | Granite Bay, CA | Advisory firm LLC | $428.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MCCARTER PRIVATE WEALTH SERVICES LLC CRD 108191 | Boston, MA | Advisory firm LLC | $427.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SHEARWATER CAPITAL CRD 115399 | Denver, CO | Advisory firm LLC | $427.3M | 4 advisors | Percentage of AUM | View | |
| O'DONNELL FINANCIAL SERVICES, LLC CRD 172520 | San Rafael, CA | Advisory firm LLC | $427.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CP CAPITAL (US) PARTNERS LP CRD 158979 | New York, NY | Advisory firm LP | $426.9M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BEACON BRIDGE WEALTH PARTNERS, LLC CRD 321705 | Lower Gwynedd, PA | Advisory firm LLC | $426.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL CRD 291948 | Washington, DC | Advisory firm LLC | $426.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PACIFIC STRATEGIC MANAGEMENT, LP CRD 127990 | Houston, TX | Advisory firm LP | $426.5M | 1 advisors | Percentage of AUM | View | |
| ABR DYNAMIC FUNDS, LLC CRD 171847 | New York, NY | Advisory firm LLC | $426.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CYPRESS CAPITAL, LLC CRD 171266 | Franklin, TN | Advisory firm LLC | $426.0M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LEGACY BRIDGE PRIVATE FAMILY OFFICES CRD 282261 | West Des Moines, IA | Advisory firm LLC | $425.8M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| MURPHY & SYLVEST CRD 165130 | Dallas, TX | Advisory firm LLC | $425.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| PERIGEE CAPITAL, LP CRD 122085 | Sarasota, FL | Advisory firm LP | $425.7M | 1 advisors | Fixed fees | View | |
| CIP CAPITAL CRD 160700 | New York, NY | Advisory firm LLC | $425.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SCIENCE & TECHNOLOGY PARTNERS, L.P. CRD 331267 | Greenwich, CT | Advisory firm LP | $425.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BUTTONWOOD WEALTH CRD 305896 | Winchester, VA | Advisory firm LLC | $425.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRINITY WEALTH MANAGEMENT LLC CRD 152355 | Cincinnati, OH | Advisory firm LLC | $425.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADVIEW REAL ESTATE PARTNERS, LLC CRD 297775 | Stamford, CT | Advisory firm LLC | $425.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PARADIGM INVESTMENT ADVISORY, LLC CRD 334370 | Bridgewater, NJ | Advisory firm LLC | $425.1M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View |