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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 | |||||
|---|---|---|---|---|---|---|---|
| ZHANG FINANCIAL CRD 159257 | Portage, MI | Advisory firm LLC | $8.37B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SK CAPITAL PARTNERS CRD 161487 | New York, NY | Advisory firm LP | $8.36B | 47 advisors | Percentage of AUM; Performance-based fees | View | |
| ASANA PARTNERS, LP CRD 284477 | Charlotte, NC | Advisory firm LP | $8.35B | 61 advisors | Percentage of AUM; Performance-based fees | View | |
| SKYVIEW INVESTMENT ADVISORS, LLC CRD 286353 | Shrewsbury, NJ | Advisory firm LLC | $8.32B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ELEVATION POINT WEALTH PARTNERS, LLC CRD 137068 | Denver, CO | Advisory firm LLC | $8.29B | 54 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHCARE ADVISORY PARTNERS LLC CRD 171976 | West Chester, PA | Advisory firm LLC | $8.29B | 173 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NICHOLAS HOFFMAN & COMPANY, LLC CRD 144516 | Atlanta, GA | Advisory firm LLC | $8.26B | 16 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AEQUIM ALTERNATIVE INVESTMENTS LP CRD 293127 | Mill Valley, CA | Advisory firm LP | $8.25B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL INVESTMENT ADVISORS, LLC CRD 158055 | Atlanta, GA | Advisory firm LLC | $8.21B | 55 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CAMBRIDGE ASSOCIATES LIMITED, LLC CRD 106003 | Boston, MA | Advisory firm LLC | $8.20B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GRADIENT INVESTMENTS, LLC CRD 141726 | Arden Hills, MN | Advisory firm LLC | $8.20B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| STEPSTONE PRIVATE WEALTH CRD 305881 | Charlotte, NC | Advisory firm LLC | $8.17B | 97 employees | Percentage of AUM; Performance-based fees | View | |
| ORIX ADVISERS, LLC CRD 307580 | New York, NY | Advisory firm LLC | $8.16B | 62 advisors | Percentage of AUM; Performance-based fees | View | |
| STARBOARD VALUE LP CRD 156943 | New York, NY | Advisory firm LP | $8.15B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| CHILTON INVESTMENT SERVICES, LLC CRD 159306 | Stamford, CT | Advisory firm LLC | $8.15B | 20 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BRAMSHILL INVESTMENTS, LLC CRD 162492 | Naples, FL | Advisory firm LLC | $8.14B | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| STRIPES, LLC CRD 157553 | New York, NY | Advisory firm LLC | $8.14B | 51 advisors | Percentage of AUM; Performance-based fees | View | |
| HARVEST FUND ADVISORS LLC CRD 154425 | Wayne, PA | Advisory firm LLC | $8.13B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| HUMAN INTEREST ADVISORS LLC CRD 269875 | San Francisco, CA | Advisory firm LLC | $8.10B | 2 advisors | Percentage of AUM | View | |
| OVERLOOK INVESTMENTS L.P. CRD 137931 | Georgetown | Advisory firm Other (specify) | $8.09B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| OVERLOOK INVESTMENTS LIMITED CRD 137926 | Hong Kong | Advisory firm Other (specify) | $8.09B | 9 advisors | Percentage of AUM; DISCRETIONARY BONUS | View | |
| LIGHTYEAR CAPITAL LLC CRD 156781 | New York, NY | Advisory firm LLC | $8.08B | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| GRAIN MANAGEMENT, LLC CRD 285045 | Washington, DC | Advisory firm LLC | $8.07B | 36 advisors | Percentage of AUM; Performance-based fees | View | |
| ANNEX WEALTH MANAGEMENT, LLC CRD 127987 | Brookfield, WI | Advisory firm LLC | $8.05B | 74 advisors | Percentage of AUM · Hourly charges +1 more | View |