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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 | |||||
|---|---|---|---|---|---|---|---|
| APAX PARTNERS US, LLC CRD 157110 | New York, NY | Advisory firm LLC | $415.7M | 89 advisors | Percentage of AUM; PERFORMANCE ALLOCATION | View | |
| FERGUSON SHAPIRO LLC CRD 297555 | Decatur, GA | Advisory firm LLC | $415.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| LANDSEER ADVISORS LLC CRD 309937 | Princeton, NJ | Advisory firm LLC | $415.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WHETSTONE CAPITAL ADVISORS CRD 155414 | Mission Woods, KS | Advisory firm LLC | $415.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FLYWHEEL PRIVATE WEALTH LLC CRD 325690 | Los Altos, CA | Advisory firm LLC | $415.0M | 1 advisors | Percentage of AUM | View | |
| CENTER CAPITAL PARTNERS LLC CRD 315464 | Beverly Hills, CA | Advisory firm LLC | $415.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ELLINGTON CREDIT COMPANY MANAGEMENT LLC CRD 168311 | Old Greenwich, CT | Advisory firm LLC | $415.0M | 68 advisors | Percentage of AUM; Performance-based fees | View | |
| LOCK 8 PARTNERS CRD 319731 | New York, NY | Advisory firm LLC | $414.7M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MOMENTUM ADVISORS CRD 159574 | New York, NY | Advisory firm LLC | $414.7M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GOLD COAST WEALTH MANAGEMENT, LLC CRD 156338 | Jericho, NY | Advisory firm LLC | $413.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WATERSHED PRIVATE WEALTH CRD 316408 | Oak Brook, IL | Advisory firm LLC | $413.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TED BUCHAN & COMPANY CRD 140722 | San Diego, CA | Advisory firm LLC | $413.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAIRD INVESTMENTS CRD 334504 | Dallas, TX | Advisory firm LLC | $413.2M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GROVE STREET FIDUCIARY, LLC CRD 107703 | Peterborough, NH | Advisory firm LLC | $413.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AULDBRASS PARTNERS, LP CRD 161360 | New York, NY | Advisory firm LP | $412.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ALETHEIAN WEALTH ADVISORS LLC CRD 304623 | Bellevue, WA | Advisory firm LLC | $412.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| AUXO INVESTMENT PARTNERS, LLC CRD 290177 | Grand Rapids, MI | Advisory firm LLC | $412.0M | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BAY HARBOR WEALTH MANAGEMENT, LLC CRD 294000 | Hunt Valley, MD | Advisory firm LLC | $412.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOUNDATION WEALTH MANAGEMENT, LLC CRD 168270 | Media, PA | Advisory firm LLC | $411.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| VORTUS INVESTMENT ADVISORS, LLC CRD 166178 | Fort Worth, TX | Advisory firm LLC | $411.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SLAGLE FINANCIAL, LLC. CRD 149976 | Edwardsville, IL | Advisory firm LLC | $411.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MB, LEVIS & ASSOCIATES,LLC CRD 164197 | Center Valley, PA | Advisory firm LLC | $411.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HLM MANAGEMENT CO., LLC CRD 162337 | Waltham, MA | Advisory firm LLC | $411.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BDFS CAPITAL LLC CRD 287680 | Rehoboth Beach, DE | Advisory firm LLC | $411.3M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View |