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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 | |||||
|---|---|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT CRD 168652 | New York, NY | Advisory firm LLC | $7.70B | 48 advisors | Percentage of AUM; Fixed fees | View | |
| CORSAIR CAPITAL LLC CRD 137887 | New York, NY | Advisory firm LLC | $7.68B | 24 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HBKS WEALTH ADVISORS CRD 112139 | Erie, PA | Advisory firm LLC | $7.66B | 73 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STAMOS CAPITAL PARTNERS, L.P. CRD 134660 | Menlo Park, CA | Advisory firm LP | $7.64B | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALDRICH WEALTH LP CRD 147200 | Lake Oswego, OR | Advisory firm LP | $7.62B | 26 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCMORGAN & COMPANY LLC CRD 115060 | San Francisco, CA | Advisory firm LLC | $7.61B | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LLR MANAGEMENT HOLDCO, L.P. CRD 323438 | Philadelphia, PA | Advisory firm LP | $7.57B | 51 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DSM CAPITAL PARTNERS CRD 113609 | Palm Beach Gardens, FL | Advisory firm LLC | $7.56B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SESSA CAPITAL CRD 166403 | New York, NY | Advisory firm LP | $7.52B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CARNEGIE INVESTMENT COUNSEL CRD 150488 | Pepper Pike, OH | Advisory firm LLC | $7.51B | 39 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ITE MANAGEMENT L.P. CRD 277037 | New York, NY | Advisory firm LP | $7.51B | 32 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WATER STREET HEALTHCARE PARTNERS, LLC CRD 156694 | Chicago, IL | Advisory firm LLC | $7.49B | 38 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HUDSON HOUSING CAPITAL LLC CRD 161240 | New York, NY | Advisory firm LLC | $7.44B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WESTCAP MANAGEMENT, LLC CRD 301822 | San Francisco, CA | Advisory firm LLC | $7.44B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| GRAMERCY FUNDS MANAGEMENT LLC CRD 152209 | West Palm Beach, FL | Advisory firm LLC | $7.42B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| XN LP CRD 308156 | New York, NY | Advisory firm LP | $7.41B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| JLL PARTNERS, LLC CRD 285186 | New York, NY | Advisory firm LLC | $7.40B | 36 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALLIANT RETIREMENT CONSULTING CRD 167970 | Alpharetta, GA | Advisory firm LLC | $7.37B | 30 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIRST NATIONAL ADVISERS, LLC CRD 277146 | Omaha, NE | Advisory firm LLC | $7.37B | 20 advisors | Percentage of AUM | View | |
| SURGOCAP PARTNERS LP CRD 323078 | New York, NY | Advisory firm LP | $7.35B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| MARINER INDEPENDENT CRD 305418 | Overland Park, KS | Advisory firm LLC | $7.34B | 106 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARVAL CLO MANAGEMENT LLC CRD 298135 | Minneapolis, MN | Advisory firm LLC | $7.30B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CERCANO MANAGEMENT LLC CRD 315897 | Bellevue, WA | Advisory firm LLC | $7.28B | 25 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BADGLEY PHELPS WEALTH MANAGERS CRD 315440 | Seattle, WA | Advisory firm LLC | $7.28B | 26 advisors | Percentage of AUM · Hourly charges +2 more | View |