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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 | |||||
|---|---|---|---|---|---|---|---|
| ATAIROS MANAGEMENT, L.P. CRD 281947 | Bryn Mawr, PA | Advisory firm LP | $6.79B | 23 advisors | Fixed fees; PROFITS INTEREST | View | |
| ARA PARTNERS CRD 298845 | Houston, TX | Advisory firm LLC | $6.79B | 41 advisors | Percentage of AUM; Performance-based fees | View | |
| CHICAGO PACIFIC FOUNDERS CRD 172960 | Chicago, IL | Advisory firm LP | $6.78B | 41 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SIGNATURE INVESTMENT ADVISORS, LLC CRD 160715 | Los Angeles, CA | Advisory firm LLC | $6.76B | 8 advisors | Percentage of AUM | View | |
| STAFFORD CAPITAL PARTNERS LIMITED CRD 168133 | London, OR | Advisory firm Other (specify) | $6.75B | 29 advisors | Percentage of AUM; Performance-based fees | View | |
| BIVIUM CAPITAL PARTNERS, LLC CRD 134529 | San Francisco, CA | Advisory firm LLC | $6.73B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SHAMROCK CAPITAL ADVISORS, LLC CRD 153100 | Los Angeles, CA | Advisory firm LLC | $6.73B | 45 advisors | Percentage of AUM; Performance-based fees | View | |
| TRG MANAGEMENT LP CRD 138083 | New York, NY | Advisory firm LP | $6.72B | 54 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRIAN FUND MANAGEMENT, L.P. CRD 154172 | New York, NY | Advisory firm LP | $6.71B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| LEEDS EQUITY PARTNERS CRD 161956 | New York, NY | Advisory firm LLC | $6.71B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| MONROE CAPITAL BDC ADVISORS, LLC CRD 165657 | Chicago, IL | Advisory firm LLC | $6.71B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| REVELSTOKE CAPITAL PARTNERS CRD 173859 | Denver, CO | Advisory firm LLC | $6.70B | 47 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NORTH OF SOUTH CAPITAL LLP CRD 300917 | London | Advisory firm LLP | $6.70B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BC PARTNERS ADVISORS L.P. CRD 288495 | New York, NY | Advisory firm LP | $6.69B | 46 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ASPEN GROVE CAPITAL, LLC CRD 158166 | Avon, CO | Advisory firm LLC | $6.67B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| VESTGEN ADVISORS, LLC CRD 318657 | Chicago, IL | Advisory firm LLC | $6.67B | 58 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVISTA HEALTHCARE PARTNERS CRD 160750 | New York, NY | Advisory firm LP | $6.66B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| QUANTBOT TECHNOLOGIES, LP CRD 170824 | New York, NY | Advisory firm LP | $6.65B | 47 advisors | Performance-based fees | View | |
| SOUTHPOINT CAPITAL ADVISORS LP CRD 161754 | New York, NY | Advisory firm LP | $6.63B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| G SQUARED EQUITY MANAGEMENT LP CRD 289285 | Chicago, IL | Advisory firm LP | $6.60B | 38 advisors | Percentage of AUM; Performance-based fees | View | |
| TURN/RIVER MANAGEMENT, L.P. CRD 165897 | San Francisco, CA | Advisory firm LP | $6.59B | 87 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BERNHARD CAPITAL PARTNERS MANAGEMENT, LP CRD 168155 | Baton Rouge, LA | Advisory firm LP | $6.58B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| LEVEL FOUR ADVISORY SERVICES CRD 134086 | Dallas, TX | Advisory firm LLC | $6.54B | 119 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| K2/D&S MANAGEMENT CO., L.L.C. CRD 123826 | Stamford, CT | Advisory firm LLC | $6.53B | 10 advisors | Percentage of AUM; Performance-based fees | View |