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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 | |||||
|---|---|---|---|---|---|---|---|
| DIGITAL BRIDGE ADVISORS, LLC CRD 291394 | Boca Raton, FL | Advisory firm LLC | $14.60B | 71 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NAPIER PARK GLOBAL CAPITAL (US) LP CRD 166333 | New York, NY | Advisory firm LP | $14.57B | 43 advisors | Percentage of AUM; Performance-based fees | View | |
| PAAMCO PRISMA, LLC CRD 108989 | Newport Beach, CA | Advisory firm LLC | $14.45B | 33 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CRD 38357 | Minneapolis, MN | Advisory firm LLC | $14.43B | 81 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DRA ADVISORS LLC CRD 106311 | New York, NY | Advisory firm LLC | $14.42B | 74 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PINE RIDGE ADVISERS LLC CRD 296362 | New York, NY | Advisory firm LLC | $14.42B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KELSO & COMPANY, L.P. CRD 131471 | New York, NY | Advisory firm LP | $14.32B | 38 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SYCAMORE PARTNERS CRD 284346 | New York, NY | Advisory firm LP | $14.30B | 35 advisors | Percentage of AUM; Performance-based fees | View | |
| TSG CONSUMER PARTNERS LP CRD 160826 | Larkspur, CA | Advisory firm LP | $14.26B | 36 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA CRD 128610 | Pittsburgh, PA | Advisory firm Other (specify) | $14.25B | 15 advisors | Percentage of AUM | View | |
| BSP NY LLC CRD 128557 | New York, NY | Advisory firm LLC | $14.24B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| WELLINGTON MANAGEMENT HONG KONG LIMITED CRD 165208 | Central, Hong Kong | Advisory firm Other (specify) | $14.15B | 21 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| APTUS CAPITAL ADVISORS, LLC CRD 167626 | Fairhope, AL | Advisory firm LLC | $14.14B | 26 advisors | Percentage of AUM; Fixed fees | View | |
| RTW INVESTMENTS LP CRD 153232 | New York, NY | Advisory firm LP | $14.14B | 35 advisors | Percentage of AUM; Performance-based fees | View | |
| GREAT MOUNTAIN PARTNERS CRD 309528 | New Haven, CT | Advisory firm LLC | $14.11B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| OAKTREE FUND ADVISORS, LLC CRD 290193 | Los Angeles, CA | Advisory firm LLC | $14.10B | 225 advisors | Percentage of AUM; Performance-based fees | View | |
| FRANKLIN ADVISORY SERVICES, LLC CRD 111361 | San Mateo, FL | Advisory firm LLC | $14.07B | 2 advisors | Percentage of AUM | View | |
| PRIME BUCHHOLZ LLC CRD 106455 | Portsmouth, NH | Advisory firm LLC | $14.07B | 69 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CIRCLE WEALTH MANAGEMENT, LLC CRD 142878 | Summit, NJ | Advisory firm LLC | $14.07B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| REDBIRD CAPITAL PARTNERS MANAGEMENT LLC CRD 168862 | New York, NY | Advisory firm LLC | $14.01B | 76 advisors | Percentage of AUM; Performance-based fees | View | |
| VARAGON CAPITAL PARTNERS, L.P. CRD 281851 | New York, NY | Advisory firm LP | $13.99B | 45 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NAUTIC PARTNERS, LLC CRD 159822 | Providence, RI | Advisory firm LLC | $13.97B | 45 advisors | Percentage of AUM; Performance-based fees | View | |
| BRANDYWINE MANAGERS, LLC CRD 137388 | Hockessin, DE | Advisory firm LLC | $13.97B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LINDEN CAPITAL PARTNERS CRD 161059 | Chicago, IL | Advisory firm LLC | $13.95B | 47 advisors | Percentage of AUM · Performance-based fees +1 more | View |