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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 | |||||
|---|---|---|---|---|---|---|---|
| CATALYST CAPITAL ADVISORS LLC CRD 139895 | San Juan, PR | Advisory firm LLC | $10.30B | 8 advisors | Percentage of AUM | View | |
| RIDGEMONT PARTNERS MANAGEMENT, LLC CRD 157421 | Charlotte, NC | Advisory firm LLC | $10.26B | 61 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BARTLETT & CO. WEALTH MANAGEMENT LLC CRD 292246 | Cincinnati, OH | Advisory firm LLC | $10.25B | 34 advisors | Percentage of AUM; Fixed fees | View | |
| CARY STREET PARTNERS CRD 128545 | Richmond, VA | Advisory firm LLC | $10.25B | 85 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SOUND POINT LUNA LLC CRD 128132 | New York, NY | Advisory firm LLC | $10.24B | 35 advisors | Percentage of AUM; Performance-based fees | View | |
| CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED CRD 161331 | Sydney, NY | Advisory firm Other (specify) | $10.23B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| FRANKLIN PARK CRD 126508 | Bala Cynwyd, PA | Advisory firm LLC | $10.21B | 29 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CALLAN FAMILY OFFICE, LLC CRD 317446 | Radnor, PA | Advisory firm LLC | $10.21B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| ALGERT GLOBAL LLC CRD 125523 | San Francisco, CA | Advisory firm LLC | $10.20B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVER CREEK ADVISORY PARTNERS LLC CRD 156667 | Seattle, WA | Advisory firm LLC | $10.20B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ARIN RISK ADVISORS LLC CRD 151491 | Conshohocken, PA | Advisory firm LLC | $10.19B | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KOPERNIK GLOBAL INVESTORS, LLC CRD 168625 | Tampa, FL | Advisory firm LLC | $10.18B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| CHAMPLAIN INVESTMENT PARTNERS, LLC CRD 132474 | Burlington, VT | Advisory firm LLC | $10.18B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SHEPHERD KAPLAN LLC CRD 128244 | Boston, MA | Advisory firm LLC | $10.16B | 24 advisors | A % OF REVENUE COLLECTED FOR SUB-ADVISORY SERVICES | View | |
| COURT SQUARE CAPITAL CRD 156776 | New York, NY | Advisory firm LP | $10.11B | 40 advisors | Percentage of AUM; Performance-based fees | View | |
| MAN SOLUTIONS LLC CRD 157592 | New York, NY | Advisory firm LLC | $10.10B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FOUNDATIONS INVESTMENT ADVISORS LLC CRD 175083 | Phoenix, AZ | Advisory firm LLC | $10.10B | 289 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMITTX CAPITAL, L.P. CRD 333741 | Fort Worth, TX | Advisory firm LP | $10.10B | 43 advisors | Percentage of AUM; Performance-based fees | View | |
| OPENARC CORPORATE ADVISORY, LLC CRD 336837 | Atlanta, GA | Advisory firm LLC | $10.09B | 80 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHOATE INVESTMENT ADVISORS CRD 106109 | Boston, MA | Advisory firm LLC | $10.05B | 20 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAIN CAPITAL REAL ESTATE, LP CRD 291809 | Boston, MA | Advisory firm LP | $10.00B | 66 advisors | Percentage of AUM; PROFITS ALLOCATION | View | |
| BMO FAMILY OFFICE, LLC CRD 110264 | Chicago, IL | Advisory firm LLC | $9.99B | 75 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHCAPE CAPITAL CRD 332305 | Sydney, New South Wales | Advisory firm Other (specify) | $9.96B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| AXONIC CAPITAL LLC CRD 159518 | New York, NY | Advisory firm LLC | $9.96B | 36 advisors | Percentage of AUM · Performance-based fees +1 more | View |