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 | |||||
|---|---|---|---|---|---|---|---|
| ROBERTSON STEPHENS CRD 289977 | San Francisco, CA | Advisory firm LLC | $8.76B | 67 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| U.S. CAPITAL WEALTH ADVISORS, LLC CRD 288199 | Houston, TX | Advisory firm LLC | $8.76B | 71 advisors | Percentage of AUM; Fixed fees | View | |
| TIAA KASPICK, LLC CRD 104554 | Boston, MA | Advisory firm LLC | $8.74B | 16 advisors | Percentage of AUM; Hourly charges | View | |
| MESA WEST CAPITAL CRD 158959 | Los Angeles, CA | Advisory firm LLC | $8.70B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CROSSPOINT CAPITAL PARTNERS, LP CRD 306981 | Menlo Park, CA | Advisory firm LP | $8.70B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| SIXTH STREET LENDING PARTNERS ADVISERS, LLC CRD 320821 | Dallas, TX | Advisory firm LLC | $8.69B | 48 advisors | Percentage of AUM; Performance-based fees | View | |
| FORUM FINANCIAL MANAGEMENT, LP CRD 145706 | Lombard, IL | Advisory firm LP | $8.69B | 94 advisors | Percentage of AUM; Fixed fees | View | |
| OGAM, LP CRD 287919 | Houston, TX | Advisory firm LP | $8.69B | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MILLBURN RIDGEFIELD LLC CRD 148870 | New York, NY | Advisory firm LLC | $8.67B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| WIND POINT PARTNERS CRD 156485 | Chicago, IL | Advisory firm LLC | $8.58B | 26 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TD PRIVATE CLIENT WEALTH LLC CRD 164484 | New York, NY | Advisory firm LLC | $8.57B | 482 advisors | Percentage of AUM | View | |
| BLUE TORCH CAPITAL LP CRD 288110 | New York, NY | Advisory firm LP | $8.56B | 29 advisors | Percentage of AUM; Performance-based fees | View | |
| MUTUAL ADVISORS, LLC CRD 167658 | Omaha, NE | Advisory firm LLC | $8.55B | 158 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACKSTONE MULTI-ASSET ADVISORS L.L.C. CRD 171640 | New York, NY | Advisory firm LLC | $8.54B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| VISE AI ADVISORS CRD 301761 | New York City, NY | Advisory firm LLC | $8.53B | 20 advisors | Percentage of AUM; Fixed fees | View | |
| SAGESPRING WEALTH PARTNERS CRD 283515 | Franklin, TN | Advisory firm LLC | $8.49B | 100 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HORIZON INVESTMENTS LLC CRD 109552 | Charlotte, NC | Advisory firm LLC | $8.47B | 23 advisors | Percentage of AUM; Fixed fees | View | |
| ELDRIDGE CREDIT ADVISERS, LLC CRD 155736 | New York, NY | Advisory firm LLC | $8.46B | 110 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MIDOCEAN CREDIT PARTNERS CRD 151578 | New York, NY | Advisory firm LP | $8.46B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| DOUGLAS C. LANE & ASSOCIATES CRD 282563 | New York, NY | Advisory firm LLC | $8.44B | 17 advisors | Percentage of AUM | View | |
| EMPIRICAL WEALTH MANAGEMENT CRD 152622 | Seattle, WA | Advisory firm LLC | $8.43B | 57 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VISTA CREDIT PARTNERS, L.P. CRD 329152 | New York, NY | Advisory firm LP | $8.42B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| BATTERY GLOBAL ADVISORS, LLC CRD 158508 | Boston, MA | Advisory firm LLC | $8.37B | 12 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| DEEP TRACK CAPITAL, LP CRD 312459 | Greenwich, CT | Advisory firm LP | $8.37B | 12 advisors | Percentage of AUM; Performance-based fees | View |