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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 | |||||
|---|---|---|---|---|---|---|---|
| CRESTWOOD ADVISORS CRD 286243 | Boston, MA | Advisory firm LLC | $8.02B | 56 advisors | Percentage of AUM; Fixed fees | View | |
| LANSDOWNE PARTNERS (UK) LLP CRD 172244 | London | Advisory firm LLP | $8.01B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| BLACKSTONE ISG-II ADVISORS L.L.C. CRD 289550 | New York, NY | Advisory firm LLC | $8.01B | 44 advisors | Percentage of AUM; Performance-based fees | View | |
| CION ARES MANAGEMENT, LLC CRD 284930 | New York, NY | Advisory firm LLC | $8.00B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| CARMEL PARTNERS CRD 160892 | San Francisco, CA | Advisory firm LLC | $7.98B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| GUGGENHEIM INVESTMENTS CRD 105477 | New York, NY | Advisory firm LLC | $7.97B | 13 advisors | Percentage of AUM | View | |
| POLUNIN CAPITAL PARTNERS LIMITED CRD 159031 | London | Advisory firm Other (specify) | $7.96B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BV INVESTMENT PARTNERS, L.P. CRD 159349 | Boston, MA | Advisory firm LP | $7.94B | 32 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| ICG ADVISORS, LLC CRD 148066 | Los Angeles, CA | Advisory firm LLC | $7.92B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| LOANCORE CAPITAL CREDIT ADVISOR LLC CRD 293737 | Greenwich, CT | Advisory firm LLC | $7.92B | 39 advisors | Percentage of AUM; Performance-based fees | View | |
| ORION RESOURCE PARTNERS (USA), LP CRD 161327 | New York, NY | Advisory firm LP | $7.91B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| FLEXPOINT FORD, LLC CRD 157864 | Miami, FL | Advisory firm LLC | $7.89B | 65 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PCM MANAGEMENT ADVISOR, LLC CRD 323946 | Chagrin Falls, OH | Advisory firm LLC | $7.89B | 38 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTBRIDGE CAPITAL US ADVISORS, LP CRD 161527 | San Mateo, CA | Advisory firm LP | $7.86B | 50 advisors | Percentage of AUM; Performance-based fees | View | |
| ODYSSEY INVESTMENT PARTNERS, LLC CRD 160990 | New York, NY | Advisory firm LLC | $7.85B | 30 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INGALLS & SNYDER LLC CRD 2288 | New York, NY | Advisory firm LLC | $7.83B | 50 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HARBERT FUND ADVISORS, LLC CRD 110577 | Birmingham, AL | Advisory firm LLC | $7.82B | 62 advisors | Percentage of AUM; Performance-based fees | View | |
| HUNTER POINT CAPITAL LP CRD 310871 | New York, NY | Advisory firm LP | $7.81B | 55 advisors | Percentage of AUM; Performance-based fees | View | |
| GUGGENHEIM FUNDS DISTRIBUTORS, LLC CRD 39805 | Chicago, IL | Advisory firm LLC | $7.80B | 8 advisors | Percentage of AUM; INDEX LICENSING FEE | View | |
| FIFTH THIRD WEALTH ADVISORS LLC CRD 313015 | Cincinnati, OH | Advisory firm LLC | $7.80B | 58 advisors | Percentage of AUM; Fixed fees | View | |
| ELMTREE FUNDS, LLC CRD 338940 | St.. Louis, MO | Advisory firm LLC | $7.77B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| AE INDUSTRIAL PARTNERS, LP CRD 173020 | Boca Raton, FL | Advisory firm LP | $7.72B | 49 advisors | Percentage of AUM; Performance-based fees | View | |
| FRAZIER HEALTHCARE PARTNERS CRD 157324 | Seattle, WA | Advisory firm LLC | $7.72B | 76 advisors | Percentage of AUM; Performance-based fees | View | |
| ONESEVEN CRD 283087 | Beachwood, OH | Advisory firm LLC | $7.72B | 95 advisors | Percentage of AUM · Hourly charges +2 more | View |