Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| SHEPHERD KAPLAN KROCHUK, LLC CRD 127304 | Boston, MA | Advisory firm LLC | $10.88B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| NGP CRD 160729 | Dallas, TX | Advisory firm LLC | $10.88B | 31 advisors | Percentage of AUM; Performance-based fees | View | |
| REALTERM CRD 322689 | Annapolis, MD | Advisory firm LLC | $10.87B | 109 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FIRST SENTIER INVESTORS (SINGAPORE) CRD 165124 | Singapore | Advisory firm Other (specify) | $10.84B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| HGGC, LLC CRD 145684 | Palo Alto, CA | Advisory firm LLC | $10.84B | 39 advisors | Percentage of AUM · CARRIED INTEREST +1 more | View | |
| CAZ INVESTMENTS L.P. CRD 113931 | Houston, TX | Advisory firm LP | $10.83B | 68 advisors | Percentage of AUM; Performance-based fees | View | |
| ACR ALPINE CAPITAL RESEARCH, LLC CRD 110933 | St.. Louis, MO | Advisory firm LLC | $10.79B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ANTIN INFRASTRUCTURE PARTNERS US SERVICES LLC CRD 298930 | New York, NY | Advisory firm LLC | $10.69B | 24 advisors | TRANSACTIONAL PROFIT SPLIT | View | |
| GUARDIAN CAPITAL LP CRD 105078 | Toronto, Ontario | Advisory firm LP | $10.68B | 38 advisors | Percentage of AUM; Performance-based fees | View | |
| ROCKWOOD CAPITAL, LLC CRD 156663 | New York, NY | Advisory firm LLC | $10.61B | 65 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ADVISORY SERVICES NETWORK CRD 146051 | Atlanta, GA | Advisory firm LLC | $10.60B | 247 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAGNITUDE CAPITAL, LLC CRD 137486 | New York, NY | Advisory firm LLC | $10.57B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| JAMES HAMBRO & PARTNERS LLP CRD 286283 | London | Advisory firm LLP | $10.56B | 22 advisors | Percentage of AUM | View | |
| COOKE & BIELER, L.P. CRD 113859 | Philadelphia, PA | Advisory firm LP | $10.56B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC CRD 313420 | New York, NY | Advisory firm LLC | $10.53B | 110 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RUANE CUNNIFF L.P. CRD 285971 | New York, NY | Advisory firm LP | $10.53B | 12 advisors | Percentage of AUM | View | |
| BLACKSTONE GROWTH ADVISORS L.L.C. CRD 305708 | New York, NY | Advisory firm LLC | $10.50B | 46 advisors | Percentage of AUM; Performance-based fees | View | |
| ABS GLOBAL INVESTMENTS CRD 127290 | Stamford, CT | Advisory firm LLC | $10.48B | 16 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MILL CREEK CAPITAL ADVISORS, LLC CRD 141470 | Conshohocken, PA | Advisory firm LLC | $10.47B | 29 advisors | Percentage of AUM; Fixed fees | View | |
| SAPPHIRE VENTURES, LLC CRD 161558 | Austin, TX | Advisory firm LLC | $10.44B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| CARLYLE AVIATION PDP MANAGEMENT LLC CRD 305746 | Miami, FL | Advisory firm LLC | $10.40B | 25 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SCGE MANAGEMENT, L.P. CRD 157402 | Menlo Park, CA | Advisory firm LP | $10.40B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| WEBSTER EQUITY PARTNERS, L.P. CRD 156729 | Waltham, MA | Advisory firm LP | $10.31B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| PARALLEL ADVISORS, LLC CRD 140800 | San Francisco, CA | Advisory firm LLC | $10.31B | 61 advisors | Percentage of AUM · Hourly charges +1 more | View |