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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 | |||||
|---|---|---|---|---|---|---|---|
| FORWARD CONSUMER PARTNERS, LLC CRD 327847 | Greenwich, CT | Advisory firm LLC | $425.0M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC CRD 332802 | Los Angeles, CA | Advisory firm LLC | $425.0M | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| MACDOUGALL FINANCIAL COUNSELING CRD 104644 | Delmont, PA | Advisory firm LLC | $424.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SPRING LANE CAPITAL CRD 290181 | Boston, MA | Advisory firm LLC | $424.7M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| BLACKDIAMOND WEALTH MANAGEMENT, LLC CRD 291459 | New York, NY | Advisory firm LLC | $424.0M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| APOLLO S3 RIC MANAGEMENT, L.P. CRD 330339 | New York, NY | Advisory firm LP | $423.8M | 912 advisors | Percentage of AUM; Performance-based fees | View | |
| CASTLE COAST WEALTH, LLC CRD 298439 | La Jolla, CA | Advisory firm LLC | $423.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENEVA PARTNERS, LLC CRD 130768 | Lake Geneva, WI | Advisory firm LLC | $423.6M | 9 advisors | Percentage of AUM | View | |
| HERITAGE FAMILY OFFICES, LLP CRD 323930 | Scottsdale, AZ | Advisory firm LLP | $423.3M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ZARVONA ENERGY LLC CRD 288820 | Houston, TX | Advisory firm LLC | $423.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| VALIANT WEALTH, LLC CRD 146911 | West Des Moines, IA | Advisory firm LLC | $423.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FORZA WEALTH MANAGEMENT CRD 281075 | Sarasota, FL | Advisory firm LLC | $422.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CONGRESS PARK CAPITAL LLC CRD 150309 | Saratoga Springs, NY | Advisory firm LLC | $422.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ADIRONDACK CAPITAL ADVISORS, LLC CRD 133305 | Syracuse, NY | Advisory firm LLC | $422.3M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRIMETRUST ADVISORS LLC CRD 141625 | Greenville, SC | Advisory firm LLC | $421.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADAPTIVE INVESTMENTS CRD 281201 | Alpharetta, GA | Advisory firm LLC | $421.4M | 3 advisors | Percentage of AUM | View | |
| RUBICON ADVISORS CRD 174447 | Redding, CA | Advisory firm Partnership | $420.7M | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| METAVASI CAPITAL LP CRD 311581 | Larchmont, NY | Advisory firm LP | $420.6M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GENCAP PORTFOLIO MANAGEMENT CRD 269910 | Tiburon, CA | Advisory firm LLC | $420.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACIMA PRIVATE WEALTH LLC CRD 281496 | Richmond, VA | Advisory firm LLC | $420.4M | 6 advisors | Percentage of AUM; FLAT, ANNUAL FEE | View | |
| GENESEE CAPITAL ADVISORS, LLC CRD 167353 | Auburn, NY | Advisory firm LLC | $420.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXETER FINANCIAL, LLC CRD 143420 | Scottsdale, AZ | Advisory firm LLC | $420.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POINT BRIDGE CAPITAL, LLC CRD 168071 | Fort Worth, TX | Advisory firm LLC | $419.7M | 1 advisors | Percentage of AUM | View | |
| POTRERO CAPITAL RESEARCH, LLC CRD 125909 | San Francisco, CA | Advisory firm LLC | $419.6M | 3 advisors | Percentage of AUM; Performance-based fees | View |