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 | |||||
|---|---|---|---|---|---|---|---|
| HIGHVISTA STRATEGIES LLC CRD 155759 | Boston, MA | Advisory firm LLC | $9.10B | 30 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AMERICANA PARTNERS, LLC CRD 301354 | Houston, TX | Advisory firm LLC | $9.10B | 34 advisors | Percentage of AUM; Fixed fees | View | |
| INDUSTRY VENTURES CRD 156213 | San Francisco, CA | Advisory firm LLC | $9.06B | 26 advisors | Percentage of AUM; PERFORMANCE-BASED PROFIT ALLOCATIONS | View | |
| NEUBERGER BERMAN LOAN ADVISERS II LLC CRD 306601 | Chicago, IL | Advisory firm LLC | $9.05B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPHACORE CAPITAL LLC CRD 174346 | La Jolla, CA | Advisory firm LLC | $9.03B | 69 advisors | Percentage of AUM; Fixed fees | View | |
| MARLIN EQUITY PARTNERS CRD 160672 | Hermosa Beach, CA | Advisory firm LLC | $9.02B | 53 advisors | Percentage of AUM; Performance-based fees | View | |
| HORNOR, TOWNSEND & KENT, LLC CRD 4031 | Conshohocken, PA | Advisory firm LLC | $9.01B | 426 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| J.F. LEHMAN AND COMPANY LLC CRD 292932 | New York, NY | Advisory firm LLC | $9.01B | 45 advisors | Percentage of AUM; Performance-based fees | View | |
| SIMON QUICK ADVISORS, LLC CRD 132330 | Morristown, NJ | Advisory firm LLC | $9.01B | 77 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NORTHWOOD INVESTORS LLC CRD 161406 | Denver, CO | Advisory firm LLC | $8.97B | 27 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LITTLEJOHN & CO., LLC CRD 156720 | Greenwich, CT | Advisory firm LLC | $8.97B | 39 advisors | Percentage of AUM; Performance-based fees | View | |
| KINGSVIEW WEALTH MANAGEMENT, LLC CRD 148107 | Grants Pass, OR | Advisory firm LLC | $8.96B | 95 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SENTINEL CAPITAL PARTNERS, L.L.C. CRD 160474 | New York, NY | Advisory firm LLC | $8.96B | 44 advisors | Percentage of AUM; Performance-based fees | View | |
| QUINBROOK INFRASTRUCTURE PARTNERS LLC CRD 287822 | New York, NY | Advisory firm LLC | $8.95B | 15 advisors | Fixed fees | View | |
| ATREIDES MANAGEMENT, LP CRD 301152 | Boston, MA | Advisory firm LP | $8.94B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| TORTOISE CAPITAL ADVISORS, L.L.C. CRD 123711 | Overland Park, KS | Advisory firm LLC | $8.93B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTPORT CAPITAL PARTNERS LLC CRD 157493 | Darien, CT | Advisory firm LLC | $8.92B | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HERMES GPE LLP CRD 151848 | London | Advisory firm LLP | $8.88B | 37 advisors | Percentage of AUM; Performance-based fees | View | |
| AXXCESS WEALTH MANAGEMENT, LLC CRD 164081 | Carlsbad, CA | Advisory firm LLC | $8.88B | 44 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KEY INVESTMENT SERVICES LLC CRD 136300 | Brooklyn, OH | Advisory firm LLC | $8.88B | 360 advisors | Percentage of AUM | View | |
| SNOWDEN CAPITAL ADVISORS LLC CRD 157299 | New York, NY | Advisory firm LLC | $8.87B | 105 advisors | Percentage of AUM; Fixed fees | View | |
| ARKADIOS WEALTH ADVISORS CRD 288863 | Atlanta, GA | Advisory firm LLC | $8.79B | 151 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ANALYSTS CRD 162200 | Fort Washington, PA | Advisory firm LLC | $8.77B | 667 advisors | Percentage of AUM; Fixed fees | View | |
| HARDMAN JOHNSTON GLOBAL ADVISORS LLC CRD 112500 | Stamford, CT | Advisory firm LLC | $8.77B | 14 advisors | Percentage of AUM; Performance-based fees | View |