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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 | |||||
|---|---|---|---|---|---|---|---|
| ESCHATON OPPORTUNITIES FUND MANAGEMENT LP CRD 285575 | Miami, FL | Advisory firm LP | $333.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COTTAGE STREET ADVISORS CRD 173487 | Marion, MA | Advisory firm LLC | $333.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHECKPOINT CAPITAL L.P. CRD 325763 | San Francisco, CA | Advisory firm LP | $333.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STRAIT & SOUND CRD 309306 | CA | Advisory firm LLC | $333.7M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| CONGRUENCE CAPITAL, LLC CRD 328559 | Los Angeles, CA | Advisory firm LLC | $333.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| VESTA WEALTH MANAGEMENT, LLC CRD 167498 | Miami Beach, FL | Advisory firm LLC | $333.3M | 1 advisors | Percentage of AUM | View | |
| HIGHLAND PEAK CAPITAL, LLC CRD 306304 | Old Greenwich, CT | Advisory firm LLC | $333.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DOVETAIL WEALTH MANAGEMENT, LLC CRD 291068 | Taylor, TX | Advisory firm LLC | $333.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OUTWING PRIVATE WEALTH MANAGEMENT CRD 322444 | Santa Barbara, CA | Advisory firm LLC | $332.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AMERICAN FUNDSTARS CRD 315860 | Irvine, CA | Advisory firm LLC | $332.7M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COLLAB+CURRENCY MANAGEMENT, LLC CRD 309133 | OR | Advisory firm LLC | $332.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FALL LINE CAPITAL, LLC CRD 283625 | San Mateo, CA | Advisory firm LLC | $332.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CURRY WEBB WEALTH MANAGEMENT LLC CRD 168692 | Indianapolis, IN | Advisory firm LLC | $332.4M | 5 advisors | Percentage of AUM | View | |
| PHOENICIAN RESOURCES CRD 304953 | New York, NY | Advisory firm LLC | $332.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GRIDLINE CRD 317336 | Atlanta, GA | Advisory firm LLC | $332.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| DELTA ACCUMULATION, LLC CRD 286434 | Sausalito, CA | Advisory firm LLC | $332.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SOLANO WEALTH ADVISORS CRD 322037 | Fairfield, CA | Advisory firm LLC | $331.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BBJS FINANCIAL ADVISORS, LLC CRD 115969 | Seattle, WA | Advisory firm LLC | $331.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| 5T WEALTH, LLC CRD 112552 | Napa, CA | Advisory firm LLC | $331.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EDGEWORTH CAPITAL PTY LTD CRD 335630 | Bondi Junction, New South Wales | Advisory firm Other (specify) | $330.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VIGILARE WEALTH MANAGEMENT LLC CRD 157663 | Scottsdale, AZ | Advisory firm LLC | $330.9M | 4 advisors | Percentage of AUM | View | |
| HAZOOR PARTNERS, LLC CRD 289744 | Austin, TX | Advisory firm LLC | $330.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BROWN EDWARDS WEALTH STRATEGIES CRD 173559 | Lynchburg, VA | Advisory firm LLC | $330.7M | 7 advisors | Percentage of AUM | View | |
| GENERAL INNOVATION CAPITAL, LLC CRD 331306 | New York, NY | Advisory firm LLC | $330.7M | 6 advisors | Percentage of AUM; Performance-based fees | View |