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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 | |||||
|---|---|---|---|---|---|---|---|
| BRIZO CAPITAL, LP CRD 298102 | New York, NY | Advisory firm LP | $294.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ESTATE MANAGEMENT COUNSELORS,LLC CRD 126624 | Atlanta, GA | Advisory firm LLC | $294.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAUGH & ASSOCIATES, LLC CRD 136342 | Atlanta, GA | Advisory firm LLC | $294.2M | 2 advisors | Percentage of AUM | View | |
| A.R.T. ADVISORS, LLC CRD 161643 | New York, NY | Advisory firm LLC | $294.2M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC CRD 306311 | Columbia, MO | Advisory firm LLC | $294.2M | 4 advisors | Percentage of AUM | View | |
| M.C. BYRD WEALTH MANAGEMENT, LLC CRD 151070 | Bellville, TX | Advisory firm LLC | $294.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLUS CAPITAL CRD 167459 | Venice, CA | Advisory firm LLC | $294.2M | 5 advisors | Percentage of AUM · Commissions +1 more | View | |
| GENERATIVE INVESTMENT PARTNERS LP CRD 312473 | Greenwich, CT | Advisory firm LP | $293.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SHERWOOD FINANCIAL PARTNERS, LLC CRD 301329 | Westlake Village, CA | Advisory firm LLC | $293.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PROJECT LEVEL MANAGEMENT COMPANY, LLC CRD 335704 | Chicago, IL | Advisory firm LLC | $293.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| NUCLO WEALTH CRD 317730 | Houston, TX | Advisory firm LLC | $293.7M | 7 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| COPPERPLATE CAPITAL LLC CRD 174528 | Menlo Park, CA | Advisory firm LLC | $293.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NEXTGEN GROWTH PARTNERS, LLC CRD 285024 | Chicago, IL | Advisory firm LLC | $293.7M | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| NEWMILE CAPITAL LLC CRD 333726 | FL | Advisory firm LLC | $293.6M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRADEMARK FINANCIAL MANAGEMENT, LLC CRD 116543 | Bloomington, MN | Advisory firm LLC | $293.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FIDUCIARY FINANCIAL PARTNERS, LLC CRD 156389 | Naperville, IL | Advisory firm LLC | $293.3M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PELKONEN AND ASSOCIATES LLC CRD 305933 | Melville, NY | Advisory firm LLC | $293.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GREENWICH ADVISORS, LLC CRD 165892 | AZ | Advisory firm LLC | $293.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUEPRINT PARTNERS LLC CRD 312902 | Traverse City, MI | Advisory firm LLC | $292.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KILTERHOWLING LLC CRD 169684 | Boulder, CO | Advisory firm LLC | $292.9M | 4 advisors | Percentage of AUM | View | |
| WHITEBARK INVESTORS CRD 331803 | Incline Village, NV | Advisory firm LP | $292.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HAMILTON ROBINSON LLC CRD 162590 | Stamford, CT | Advisory firm LLC | $292.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| LUKEN INVESTMENT ANALYTICS, LLC CRD 169008 | Brentwood, TN | Advisory firm LLC | $292.2M | 4 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| APEX STRATEGIC WEALTH, LLC CRD 308569 | Chattanooga, TN | Advisory firm LLC | $292.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |