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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 | |||||
|---|---|---|---|---|---|---|---|
| APOLLON WEALTH MANAGEMENT, LLC CRD 291902 | Mount Pleasant, SC | Advisory firm LLC | $11.56B | 115 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KENNEDY LEWIS MANAGEMENT LP CRD 290399 | New York, NY | Advisory firm LP | $11.54B | 42 advisors | Percentage of AUM; Performance-based fees | View | |
| LONGVIEW PARTNERS LLP CRD 139390 | London | Advisory firm LLP | $11.51B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ANGEL OAK CAPITAL ADVISORS, LLC CRD 151090 | Atlanta, GA | Advisory firm LLC | $11.49B | 24 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KINDERHOOK INDUSTRIES, LLC CRD 160193 | New York, NY | Advisory firm LLC | $11.46B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| THE WINDACRE PARTNERSHIP LLC CRD 168761 | Houston, TX | Advisory firm LLC | $11.42B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ARTEMIS REAL ESTATE PARTNERS CRD 160668 | Chevy Chase, MD | Advisory firm LLC | $11.42B | 61 advisors | Percentage of AUM; Performance-based fees | View | |
| GERBER/TAYLOR MANAGEMENT LLC CRD 109319 | Memphis, TN | Advisory firm LLC | $11.42B | 19 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AB PRIVATE CREDIT INVESTORS LLC CRD 173027 | Austin, TX | Advisory firm LLC | $11.36B | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT CRD 285366 | Oakland, CA | Advisory firm LLC | $11.35B | 5 advisors | Percentage of AUM; Hourly charges | View | |
| HECK CAPITAL ADVISORS, LLC CRD 143848 | Rhinelander, WI | Advisory firm LLC | $11.31B | 24 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PERIGON WEALTH MANAGEMENT, LLC CRD 131037 | San Francisco, CA | Advisory firm LLC | $11.29B | 92 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUGGENHEIM CORPORATE FUNDING, LLC CRD 300895 | New York, NY | Advisory firm LLC | $11.29B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| CHRISTOFFERSON, ROBB & COMPANY CRD 121299 | New York, NY | Advisory firm LLC | $11.27B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUEBRIDGE CAPITAL PARTNERS CRD 155425 | Chapel Hill, NC | Advisory firm LLC | $11.24B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW MOUNTAIN FINANCE ADVISERS, L.L.C. CRD 155493 | New York, NY | Advisory firm LLC | $11.23B | 45 advisors | Percentage of AUM; Performance-based fees | View | |
| CORBIN CAPITAL PARTNERS, L.P. CRD 130819 | New York, NY | Advisory firm LP | $11.22B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| STONE POINT CREDIT ADVISER LLC CRD 310377 | Greenwich, CT | Advisory firm LLC | $11.13B | 64 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FONDSMAEGLERSELSKABET MAJ INVEST A/S CRD 288223 | Copenhagen K | Advisory firm Other (specify) | $11.12B | 47 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| BNY MELLON ETF INVESTMENT ADVISER, LLC CRD 306148 | Boston, MA | Advisory firm LLC | $11.10B | 2 advisors | Percentage of AUM | View | |
| PURE FINANCIAL ADVISORS, LLC CRD 144316 | San Diego, CA | Advisory firm LLC | $11.05B | 76 advisors | Percentage of AUM; Fixed fees | View | |
| ASSET PRESERVATION ADVISORS, LLC CRD 106741 | Atlanta, GA | Advisory firm LLC | $11.05B | 20 advisors | Percentage of AUM; Fixed fees | View | |
| CASTLE HOOK PARTNERS LP CRD 284968 | New York, NY | Advisory firm LP | $10.96B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| MODERN WEALTH MANAGEMENT, LLC CRD 324624 | Kansas City, MO | Advisory firm LLC | $10.90B | 102 advisors | Percentage of AUM · Hourly charges +1 more | View |