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 | |||||
|---|---|---|---|---|---|---|---|
| QUANTSTREET CAPITAL CRD 316095 | — | Advisory firm LLC | $192.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BLUE WATER LIFE SCIENCE ADVISORS, LP CRD 306450 | CA | Advisory firm LP | $192.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CADIA PRIVATE CLIENT LLC CRD 337400 | Parsippany, NJ | Advisory firm LLC | $192.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GREENSHIELDS CAPITAL LLC CRD 284814 | El Segundo, CA | Advisory firm LLC | $192.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HAMPTON ROCK WEALTH MANAGEMENT CRD 331682 | Austin, TX | Advisory firm LLC | $192.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| BELMONT PRIVATE WEALTH CRD 331436 | NC | Advisory firm LLC | $192.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SPURSTONE CRD 284158 | Higganum, CT | Advisory firm LLC | $192.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTORS MOSAIC CRD 168619 | NY | Advisory firm LLC | $192.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC CRD 146270 | Southport, CT | Advisory firm LLC | $192.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INCOMPASS FINANCIAL PARTNERS, LLC CRD 318227 | Alpharetta, GA | Advisory firm LLC | $192.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PIERSON WEALTH MANAGEMENT CRD 293206 | Atlanta, GA | Advisory firm LLC | $192.0M | 2 advisors | Percentage of AUM | View | |
| FIRST AMERICAN ASSET ADVISORY, LLC CRD 282254 | Garden City, NY | Advisory firm LLC | $191.8M | 6 advisors | Percentage of AUM | View | |
| SANCTUARY ADVISORS CRD 285428 | Denver, CO | Advisory firm LLC | $191.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PHORCYS CAPITAL PARTNERS, LLC CRD 285635 | Alpharetta, GA | Advisory firm LLC | $191.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATEGIC ADVISORY PARTNERS CRD 314842 | Greensboro, NC | Advisory firm LLC | $191.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VARIADIC LLC CRD 332389 | New York, NY | Advisory firm LLC | $191.4M | 10 advisors | Performance-based fees | View | |
| AETOS CAPITAL REAL ESTATE CRD 156128 | Greenwich, CT | Advisory firm LLC | $191.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GUARDIAN WEALTH PARTNERS, LLC CRD 310203 | New York, NY | Advisory firm LLC | $191.4M | 75 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OCEANSIDE ADVISORS LLC CRD 170307 | Mount Pleasant, SC | Advisory firm LLC | $191.3M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORTHRIGHT FAMILY WEALTH ADVISORY LLC CRD 304547 | Houston, TX | Advisory firm LLC | $191.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ENZA FINANCIAL, LLC CRD 315827 | Independence, OH | Advisory firm LLC | $191.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLUMBIA RIVER ADVISORS CRD 154571 | Tacoma, WA | Advisory firm LLC | $191.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| APEX WEALTH MANAGEMENT, LLC CRD 317091 | Bedford, NH | Advisory firm LLC | $191.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CALUMET CAPITAL PARTNERS LLC CRD 318770 | Miami, FL | Advisory firm LLC | $191.0M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View |