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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 | |||||
|---|---|---|---|---|---|---|---|
| DIRECTED CAPITAL ADVISORS CRD 162277 | St.. Petersburg, FL | Advisory firm LLC | $419.6M | 15 advisors | A PERCENTAGE OF LP UNRETURNED CAPITAL CONTRIBUTIONS | View | |
| ORIENTAL FINANCIAL SERVICES LLC CRD 29753 | San Juan, PR | Advisory firm LLC | $419.6M | 11 advisors | Percentage of AUM | View | |
| RIDGEWOOD INVESTMENTS CRD 121220 | Springfield, NJ | Advisory firm LLC | $419.2M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WT WEALTH MANAGEMENT, LLC CRD 169566 | Scottsdale, AZ | Advisory firm LLC | $419.1M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT PARTNERS CREDIT ADVISORS, L.P. CRD 153195 | Boston, MA | Advisory firm LP | $419.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TRANSCE3ND LLC CRD 317745 | Buda, TX | Advisory firm LLC | $418.9M | 42 advisors | Percentage of AUM; Fixed fees | View | |
| ASPECT PARTNERS, LLC CRD 307273 | Fairfax, VA | Advisory firm LLC | $418.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MILLER VALUE PARTNERS, LLC CRD 110632 | Sarasota, FL | Advisory firm LLC | $418.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SEAPORT CAPITAL, LLC CRD 160734 | New York, NY | Advisory firm LLC | $418.2M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| QUANTUM PRIVATE WEALTH, LLC CRD 307358 | Tampa, FL | Advisory firm LLC | $418.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONEX CREDIT ADVISOR, LLC CRD 330076 | Englewood Cliffs, NJ | Advisory firm LLC | $417.8M | 34 advisors | Percentage of AUM; Performance-based fees | View | |
| HONTE ADVISORS LLC CRD 308341 | Berkeley, CA | Advisory firm LLC | $417.7M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FLATROCK WEALTH PARTNERS LLC CRD 321777 | Newport Beach, CA | Advisory firm LLC | $417.6M | 2 advisors | Percentage of AUM | View | |
| COQUINA PRIVATE WEALTH ADVISORS CRD 333615 | Port Charlotte, FL | Advisory firm LLC | $417.6M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| CEDAR WEALTH MANAGEMENT CRD 167149 | CA | Advisory firm LLC | $417.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASTLEVIEW PARTNERS, LLC CRD 281410 | Dallas, TX | Advisory firm LLC | $416.9M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEVEN MILE ADVISORY LLC CRD 324114 | Tallahassee, FL | Advisory firm LLC | $416.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| JUPITER WEALTH MANAGEMENT, LLC CRD 299220 | Glendale, CO | Advisory firm LLC | $416.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LAKEMORE PARTNERS MANAGEMENT US LLC CRD 311223 | Difc, AZ | Advisory firm LLC | $416.6M | 6 advisors | COST PLUS A DESIGNATED MARKUP FROM THE PARENT COMPANY | View | |
| CULTIVATION CAPITAL, LLC CRD 168734 | St.. Louis, MO | Advisory firm LLC | $416.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JEFFREY N. MEHLER, CFP LLC CRD 126681 | Essex, CT | Advisory firm LLC | $416.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JMF CAPSTONE WEALTH MANAGEMENT CRD 118296 | Tuscaloosa, AL | Advisory firm LLC | $416.1M | 7 advisors | Percentage of AUM | View | |
| SGL FINANCIAL, LLC CRD 158023 | Buffalo Grove, IL | Advisory firm LLC | $416.0M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SLOTNIK CAPITAL, LLC CRD 324251 | Dallas, TX | Advisory firm LLC | $415.8M | 3 advisors | Percentage of AUM; Performance-based fees | View |