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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 | |||||
|---|---|---|---|---|---|---|---|
| PLANCORP, LLC CRD 106599 | Saint Louis, MO | Advisory firm LLC | $9.94B | 50 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELCH & FORBES LLC CRD 115119 | Boston, MA | Advisory firm LLC | $9.90B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| ARES SYSTEMATIC CREDIT LIMITED CRD 307090 | London, DE | Advisory firm Other (specify) | $9.89B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| BAIN CAPITAL VENTURES, LP CRD 145652 | Boston, MA | Advisory firm LP | $9.84B | 47 advisors | Percentage of AUM; PROFITS ALLOCATION | View | |
| SPIDERROCK ADVISORS, LLC CRD 171992 | Chicago, IL | Advisory firm LLC | $9.83B | 43 advisors | Percentage of AUM | View | |
| EMINENCE CAPITAL, LP CRD 160611 | New York, NY | Advisory firm LP | $9.80B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| IHT WEALTH MANAGEMENT LLC CRD 171481 | Chicago, IL | Advisory firm LLC | $9.80B | 153 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| APELLA WEALTH CRD 171106 | West Hartford, CT | Advisory firm LLC | $9.78B | 93 advisors | Percentage of AUM; FEE FOR FINANCIAL PLANNING SERVICES. | View | |
| WALTON STREET CAPITAL, L.L.C. CRD 147210 | Chicago, IL | Advisory firm LLC | $9.76B | 58 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALTAIR ADVISERS, LLC CRD 120642 | Chicago, IL | Advisory firm LLC | $9.76B | 34 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORVIS MAZARS WEALTH ADVISORS, LLC CRD 110905 | Springfield, MO | Advisory firm LLC | $9.75B | 78 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE ROCK CAPITAL CRD 160972 | New York, NY | Advisory firm LLC | $9.70B | 50 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SAMLYN CAPITAL, LLC CRD 158296 | New York, NY | Advisory firm LLC | $9.68B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SIGNATUREFD, LLC CRD 112758 | Atlanta, GA | Advisory firm LLC | $9.68B | 50 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAIN STREET ADVISORS CRD 305170 | Santa Monica, CA | Advisory firm LLC | $9.65B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| DOCKSIDE PLATFORMS CRD 330606 | New York, NY | Advisory firm LLC | $9.63B | 3 advisors | Percentage of AUM | View | |
| BASALT INFRASTRUCTURE PARTNERS LLC CRD 162276 | New York, NY | Advisory firm LLC | $9.62B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| BASALT INFRASTRUCTURE PARTNERS LLP CRD 161881 | London, NY | Advisory firm LLP | $9.62B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| SEVEN POST INVESTMENT OFFICE LP CRD 157435 | San Francisco, CA | Advisory firm LP | $9.61B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MARINER ADVISOR NETWORK CRD 283824 | Overland Park, KS | Advisory firm LLC | $9.57B | 150 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORGEL WEALTH MANAGEMENT, LLC CRD 168219 | Altoona, WI | Advisory firm LLC | $9.55B | 31 advisors | Percentage of AUM; Fixed fees | View | |
| GRIDIRON CAPITAL, LLC CRD 158241 | New Canaan, CT | Advisory firm LLC | $9.52B | 35 advisors | Percentage of AUM; Performance-based fees | View | |
| FISHER LYNCH CAPITAL, LLC CRD 160694 | Burlingame, CA | Advisory firm LLC | $9.52B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SDC CAPITAL PARTNERS, LLC CRD 291389 | New York, NY | Advisory firm LLC | $9.48B | 21 advisors | Percentage of AUM; Performance-based fees | View |