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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 | |||||
|---|---|---|---|---|---|---|---|
| PARTHENON CAPITAL PARTNERS CRD 157398 | San Francisco, CA | Advisory firm LP | $13.35B | 36 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EAGLE POINT CREDIT MANAGEMENT LLC CRD 166370 | Greenwich, CT | Advisory firm LLC | $13.24B | 34 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ASIA ALTERNATIVES MANAGEMENT LLC CRD 141481 | San Francisco, CA | Advisory firm LLC | $13.24B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. CRD 304477 | Cambridge, MA | Advisory firm LLC | $13.19B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| SMITH CAPITAL INVESTORS, LLC CRD 294402 | Denver, CO | Advisory firm LLC | $13.11B | 17 advisors | Percentage of AUM | View | |
| ROCKPOINT CRD 156630 | Boston, MA | Advisory firm LLC | $13.04B | 40 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| IMPRESA MANAGEMENT LLC CRD 168741 | Boston, MA | Advisory firm LLC | $13.04B | 73 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| DEVENIR INVESTMENT ADVISORS, LLC CRD 132824 | Bloomington, MN | Advisory firm LLC | $12.99B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARTWELL INVESTMENT PARTNERS, LLC CRD 170335 | Berwyn, PA | Advisory firm LLC | $12.97B | 19 advisors | Percentage of AUM; Fixed fees | View | |
| VALEO FINANCIAL ADVISORS, LLC CRD 127132 | Carmel, IN | Advisory firm LLC | $12.96B | 119 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GLOBAL ENDOWMENT MANAGEMENT, LP CRD 157772 | Charlotte, NC | Advisory firm Partnership | $12.88B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| NEPHILA ADVISORS LLC CRD 156905 | Nashville, TN | Advisory firm LLC | $12.88B | 12 advisors | COST + 10% | View | |
| LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP CRD 107153 | Boston, MA | Advisory firm LLP | $12.84B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| ARIEL INVESTMENTS, LLC CRD 108211 | Chicago, IL | Advisory firm LLC | $12.78B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER CRD 20804 | Scottsdale, AZ | Advisory firm Partnership | $12.77B | 546 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SECOR INVESTMENT ADVISORS, LP CRD 155235 | New York, NY | Advisory firm LP | $12.76B | 24 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| LS POWER EQUITY ADVISORS, LLC CRD 158272 | New York, NY | Advisory firm LLC | $12.64B | 121 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST EAGLE ALTERNATIVE CREDIT, LLC CRD 150900 | Boston, MA | Advisory firm LLC | $12.56B | 42 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC CRD 301925 | New York, NY | Advisory firm LLC | $12.47B | 24 advisors | Percentage of AUM | View | |
| ROYCE INVESTMENT PARTNERS CRD 107689 | New York, NY | Advisory firm LP | $12.41B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUND POINT CLO C-MOA, LLC CRD 293256 | New York, NY | Advisory firm LLC | $12.34B | 36 advisors | Percentage of AUM; Performance-based fees | View | |
| BSP CLO MANAGEMENT LLC CRD 304962 | New York, NY | Advisory firm LLC | $12.24B | 110 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTRINSIC GLOBAL ADVISORS, LLC CRD 109678 | Stamford, CT | Advisory firm LLC | $12.22B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHROCK PARTNERS, LLC CRD 167908 | Minneapolis, MN | Advisory firm LLC | $12.19B | 91 advisors | Percentage of AUM; Fixed fees | View |