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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 | |||||
|---|---|---|---|---|---|---|---|
| WINDROSE HEALTH INVESTORS, LLC CRD 160311 | New York, NY | Advisory firm LLC | $7.01B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| CANNELL & SPEARS LLC CRD 142633 | New York, NY | Advisory firm LLC | $6.99B | 17 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GALVANIZE CLIMATE SOLUTIONS LLC CRD 316994 | San Francisco, CA | Advisory firm LLC | $6.98B | 39 advisors | Percentage of AUM; Performance-based fees | View | |
| FRAZIER LIFE SCIENCES MANAGEMENT, LP CRD 317522 | Palo Alto, CA | Advisory firm LP | $6.97B | 47 advisors | Percentage of AUM; Performance-based fees | View | |
| MEDLEY PARTNERS MANAGEMENT LLC CRD 289836 | San Francisco, CA | Advisory firm LLC | $6.96B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| HOSKING PARTNERS LLP CRD 173527 | London | Advisory firm LLP | $6.95B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| OCEANSOUND PARTNERS, LP CRD 300935 | New York, NY | Advisory firm LP | $6.95B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC CRD 316821 | New York, NY | Advisory firm LLC | $6.95B | 250 advisors | Percentage of AUM; Performance-based fees | View | |
| DAKOTA WEALTH, LLC CRD 297987 | Palm Beach Gardens, FL | Advisory firm LLC | $6.94B | 61 advisors | Percentage of AUM; Fixed fees | View | |
| CONESTOGA CAPITAL ADVISORS, LLC CRD 111750 | Wayne, PA | Advisory firm LLC | $6.94B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SMITH SHELLNUT WILSON CRD 106235 | Ridgeland, MS | Advisory firm LLC | $6.92B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| STELLEX CAPITAL CRD 174278 | New York, NY | Advisory firm LLC | $6.91B | 36 advisors | Percentage of AUM; Performance-based fees | View | |
| PGIM CUSTOM HARVEST LLC CRD 290235 | Newark, NJ | Advisory firm LLC | $6.90B | 9 advisors | Percentage of AUM | View | |
| PGIM DC SOLUTIONS CRD 318800 | Newark, NJ | Advisory firm LLC | $6.90B | 5 advisors | Percentage of AUM | View | |
| HARBOR INVESTMENT ADVISORY, LLC CRD 151085 | Lutherville, MD | Advisory firm LLC | $6.87B | 30 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROWELL FINANCIAL MANAGEMENT, LLC CRD 281762 | Exton, PA | Advisory firm LLC | $6.86B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PRYSM CAPITAL, L.P. CRD 304961 | Princeton, NJ | Advisory firm LP | $6.86B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| FISHER\SMB CRD 331205 | Carrollton, TX | Advisory firm LLC | $6.85B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| THRIVENT ADVISOR NETWORK, LLC CRD 304569 | Minneapolis, MN | Advisory firm LLC | $6.84B | 119 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LMCG INVESTMENTS, LLC CRD 149936 | Boston, MA | Advisory firm LLC | $6.83B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVER ROCK CAPITAL PARTNERS CRD 318007 | New York, NY | Advisory firm LP | $6.83B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ATOM INVESTORS LP CRD 296819 | Austin, TX | Advisory firm LP | $6.83B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GLAZER CAPITAL, LLC. CRD 136932 | New York, NY | Advisory firm LLC | $6.81B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| RFG ADVISORY, LLC CRD 158401 | Vestavia Hills, AL | Advisory firm LLC | $6.81B | 162 advisors | Percentage of AUM · Hourly charges +1 more | View |