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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 | |||||
|---|---|---|---|---|---|---|---|
| IPCP MANAGEMENT, LLC CRD 316853 | Boca Raton, FL | Advisory firm LLC | $345.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PLACEHOLDER MANAGEMENT, LLC CRD 292362 | New York, NY | Advisory firm LLC | $345.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BORDERLESS MANAGEMENT LLC CRD 323404 | Clermont, FL | Advisory firm LLC | $345.4M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| BLACK TORO LLC CRD 315289 | Miami, FL | Advisory firm LLC | $345.1M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AHAKISTA CAPITAL LLC CRD 337864 | AZ | Advisory firm LLC | $345.0M | 2 advisors | Fixed fees | View | |
| RHP WEALTH MANAGEMENT CRD 304735 | Houston, TX | Advisory firm LLC | $344.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TERAMO ADVISORS, LLC CRD 291574 | Naples, FL | Advisory firm LLC | $344.7M | 2 advisors | Percentage of AUM | View | |
| LOFTIN WEALTH PARTNERS CRD 305359 | Johns Creek, GA | Advisory firm LLC | $344.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY CRD 206518 | Tampa, FL | Advisory firm LLC | $344.1M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KELLETT WEALTH ADVISORS, LLC CRD 287571 | Cincinnati, OH | Advisory firm LLC | $344.0M | 3 advisors | Percentage of AUM | View | |
| SAFE HARBOR CAPITAL PARTNERS CRD 305314 | Coconut Grove, FL | Advisory firm LLC | $343.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PATHFINDER 360 MANAGEMENTCO, LLC CRD 319211 | Minnetonka, MN | Advisory firm LLC | $343.8M | 1 advisors | Fixed fees · Performance-based fees +1 more | View | |
| GARDEN CITY MANAGEMENT, LLC CRD 310518 | Charlotte, NC | Advisory firm LLC | $343.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ATTESSA CAPITAL LLC CRD 306827 | Tucson, AZ | Advisory firm LLC | $343.5M | 8 advisors | Percentage of AUM; FREE | View | |
| PEGASUS CAPITAL ADVISORS, L.P. CRD 157094 | Stamford, CT | Advisory firm LP | $343.4M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VICTRIX INVESTMENT ADVISORS CRD 167517 | Stuart, FL | Advisory firm LLC | $343.3M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| VERTRIX WEALTH MANAGEMENT, LLC CRD 339547 | Troy, MI | Advisory firm LLC | $343.2M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC CRD 291599 | West Tisbury, MA | Advisory firm LLC | $342.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC CRD 324173 | Westlake Village, CA | Advisory firm LLC | $342.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALLAST FINANCIAL ADVISORS, LLC CRD 304430 | West Chester, PA | Advisory firm LLC | $342.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUGMENT ADVISORS, LLC CRD 335130 | Austin, TX | Advisory firm LLC | $342.6M | 3 advisors | FUND-SPECIFIC ADVISORY FEES | View | |
| MATUNE BASILE ADVISORS CRD 168073 | Hermitage, PA | Advisory firm LLC | $342.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| DIAMETER DCF ADVISOR LLC CRD 335395 | New York, NY | Advisory firm LLC | $342.6M | 62 advisors | Percentage of AUM | View | |
| CHICAGO ATLANTIC BDC ADVISERS, LLC CRD 312723 | New York, NY | Advisory firm LLC | $342.0M | 0 total employees | Percentage of AUM; Performance-based fees | View |