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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 | |||||
|---|---|---|---|---|---|---|---|
| COMPOSITION WEALTH, LLC CRD 143483 | Los Angeles, CA | Advisory firm LLC | $9.47B | 63 advisors | Percentage of AUM; Fixed fees | View | |
| WESTWOOD GLOBAL INVESTMENTS CRD 125012 | Park City, UT | Advisory firm LLC | $9.47B | 14 advisors | Percentage of AUM | View | |
| GARDNER RUSSO & QUINN LLC CRD 106114 | Lancaster, PA | Advisory firm LLC | $9.45B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SLR CAPITAL PARTNERS, LLC CRD 146106 | New York, NY | Advisory firm LLC | $9.42B | 34 advisors | Percentage of AUM; Performance-based fees | View | |
| KENNEDY LEWIS LOAN MANAGEMENT LLC CRD 316091 | New York, NY | Advisory firm LLC | $9.42B | 42 advisors | Percentage of AUM; Performance-based fees | View | |
| SAGARD PRIVATE EQUITY SOLUTIONS CRD 110207 | Greenwich, CT | Advisory firm LLC | $9.41B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| INTERVAL PARTNERS, L.P. CRD 164424 | New York, NY | Advisory firm LP | $9.39B | 27 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FIDELITY INSTITUTIONAL WEALTH ADVISER LLC CRD 301896 | Boston, MA | Advisory firm LLC | $9.38B | 101 advisors | Percentage of AUM; Fixed fees | View | |
| ALTARIS, LLC CRD 143611 | New York, NY | Advisory firm LLC | $9.34B | 37 advisors | Percentage of AUM; Performance-based fees | View | |
| ACCOLADE PARTNERS CRD 160802 | Washington, DC | Advisory firm LLC | $9.34B | 11 advisors | Percentage of AUM; CARRIED INTEREST PAID TO THE GENERAL PARTNER | View | |
| JOEL ISAACSON & CO., LLC CRD 152450 | New York, NY | Advisory firm LLC | $9.32B | 20 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRYPHON ADVISORS, LLC CRD 160185 | San Francisco, CA | Advisory firm LLC | $9.32B | 64 advisors | Percentage of AUM; Performance-based fees | View | |
| SITUATIONAL AWARENESS LP CRD 333011 | San Francisco, CA | Advisory firm LP | $9.28B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TOLLESON PRIVATE WEALTH MANAGEMENT CRD 111838 | Dallas, TX | Advisory firm LLC | $9.26B | 73 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHORE CAPITAL PARTNERS CRD 166745 | Chicago, IL | Advisory firm LP | $9.26B | 62 advisors | Percentage of AUM; Performance-based fees | View | |
| COMVEST CREDIT ADVISORS, LLC CRD 311663 | West Palm Beach, FL | Advisory firm LLC | $9.25B | 128 advisors | Percentage of AUM; Performance-based fees | View | |
| OLYMPUS ADVISORS, LLC CRD 160851 | Stamford, CT | Advisory firm LLC | $9.25B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| NAPIER PARK GLOBAL CAPITAL LTD CRD 157629 | London | Advisory firm Other (specify) | $9.22B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| PROCYON CRD 288239 | Shelton, CT | Advisory firm LLC | $9.20B | 49 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALUE ALIGNED RESEARCH ADVISORS, LLC CRD 319135 | NJ | Advisory firm LLC | $9.14B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| WYNNCHURCH CAPITAL, L.P. CRD 173227 | Rosemont, IL | Advisory firm LP | $9.12B | 42 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CABOT PROPERTIES L.P. CRD 118729 | Boston, MA | Advisory firm LP | $9.11B | 134 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FS REIT ADVISOR, LLC CRD 306352 | Philadelphia, PA | Advisory firm LLC | $9.10B | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| COLUMBIA CAPITAL CRD 159616 | Alexandria, VA | Advisory firm LP | $9.10B | 13 advisors | Percentage of AUM; Performance-based fees | View |