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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 | |||||
|---|---|---|---|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP CRD 113057 | Santa Barbara, CA | Advisory firm LP | $13.91B | 117 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCENTRIC CRD 321633 | Walnut Creek, CA | Advisory firm LLC | $13.91B | 16 advisors | Percentage of AUM | View | |
| DYNASTY WEALTH MANAGEMENT, LLC CRD 153377 | St.. Petersburg, FL | Advisory firm LLC | $13.88B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LIBREMAX CAPITAL, LLC CRD 155486 | New York, NY | Advisory firm LLC | $13.87B | 44 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPACUITY LLC CRD 297679 | Lake Mary, FL | Advisory firm LLC | $13.87B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MADISON INVESTMENT ADVISORS, LLC CRD 110297 | Madison, WI | Advisory firm LLC | $13.84B | 44 advisors | Percentage of AUM; Fixed fees | View | |
| GRESHAM PARTNERS, LLC CRD 108668 | Chicago, IL | Advisory firm LLC | $13.80B | 26 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAPIENT CAPITAL LLC CRD 324899 | Indianapolis, IN | Advisory firm LLC | $13.76B | 30 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AMERITAS ADVISORY SERVICES, LLC CRD 317245 | Lincoln, NE | Advisory firm LLC | $13.75B | 366 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARISTEIA CAPITAL, LLC CRD 135986 | Greenwich, CT | Advisory firm LLC | $13.73B | 24 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CLEARBROOK INVESTMENT CONSULTING LLC CRD 108253 | New York, NY | Advisory firm LLC | $13.72B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PINEGROVE VENTURE PARTNERS, LLC CRD 326747 | Menlo Park, CA | Advisory firm LLC | $13.72B | 19 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MIROVA US CRD 300152 | Boston, MA | Advisory firm LLC | $13.62B | 37 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| JMI MANAGEMENT, L.P. CRD 158344 | Baltimore, MD | Advisory firm LP | $13.58B | 44 advisors | Percentage of AUM; Performance-based fees | View | |
| AVORO CAPITAL ADVISORS LLC CRD 154091 | New York, NY | Advisory firm LLC | $13.55B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ARCLIGHT CAPITAL PARTNERS, LLC CRD 161228 | Boston, MA | Advisory firm LLC | $13.54B | 31 advisors | Percentage of AUM; CARRIED INTEREST PAID TO THE GENERAL PARTNER(S) | View | |
| THE RIVERSIDE COMPANY CRD 160523 | New York, NY | Advisory firm LLC | $13.53B | 108 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPHA ARCHITECT CRD 153905 | Newtown Square, PA | Advisory firm LLC | $13.50B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TREXQUANT INVESTMENT LP CRD 170476 | Stamford, CT | Advisory firm LP | $13.48B | 139 advisors | Percentage of AUM; Performance-based fees | View | |
| PARTNERS ENTERPRISE CAPITAL LLC CRD 304667 | Chicago, IL | Advisory firm LLC | $13.48B | 6 advisors | Performance-based fees; CLIENT IS RESPONSIBLE FOR OPERATING EXPENSES OF THE ADVISER | View | |
| KESTRA PRIVATE WEALTH SERVICES, LLC CRD 155193 | Austin, TX | Advisory firm LLC | $13.45B | 211 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STG PARTNERS, LLC CRD 291048 | Menlo Park, CA | Advisory firm LLC | $13.43B | 87 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ACORNS CRD 165926 | Irvine, CA | Advisory firm LLC | $13.39B | 14 advisors | Fixed fees | View | |
| EIGHT PARTNERS VC, LLC CRD 283031 | Austin, TX | Advisory firm LLC | $13.38B | 27 advisors | Percentage of AUM; Performance-based fees | View |