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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 | |||||
|---|---|---|---|---|---|---|---|
| SENDERO WEALTH MANAGEMENT, LLC CRD 145594 | San Antonio, TX | Advisory firm LLC | $6.51B | 19 advisors | Percentage of AUM; Fixed fees | View | |
| NXT CAPITAL INVESTMENT ADVISERS, LLC CRD 160569 | Chicago, IL | Advisory firm LLC | $6.48B | 56 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENSPRING ADVISORS, LLC CRD 132669 | Towson, MD | Advisory firm LLC | $6.46B | 39 advisors | Percentage of AUM; Fixed fees | View | |
| AVIOR WEALTH MANAGEMENT, LLC CRD 148674 | Omaha, NE | Advisory firm LLC | $6.46B | 125 advisors | Percentage of AUM; Fixed fees | View | |
| LEVEL EQUITY CRD 160016 | New York, NY | Advisory firm LLC | $6.46B | 46 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DOUGLASS WINTHROP ADVISORS LLC CRD 108680 | New York, NY | Advisory firm LLC | $6.46B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARNHOLD LLC CRD 290117 | New York, NY | Advisory firm LLC | $6.44B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| NASSAU GLOBAL CREDIT LLC CRD 287937 | New York, NY | Advisory firm LLC | $6.43B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| SPIDER MANAGEMENT COMPANY, LLC CRD 149343 | Richmond, VA | Advisory firm LLC | $6.41B | 10 advisors | Percentage of AUM | View | |
| CERTARES MANAGEMENT LLC CRD 296928 | New York, NY | Advisory firm LLC | $6.41B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| TETRAGON PARTNERS L.P. CRD 156040 | New York, NY | Advisory firm LP | $6.40B | 48 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ORG PORTFOLIO MANAGEMENT LLC CRD 130198 | Beachwood, OH | Advisory firm LLC | $6.38B | 15 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| TXRE ADVISERS, LLC CRD 160388 | Dallas, TX | Advisory firm LLC | $6.37B | 32 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALLIANZ CAPITAL PARTNERS OF AMERICA LLC CRD 161684 | New York, NY | Advisory firm LLC | $6.35B | 30 advisors | Fixed fees; ACPOA IS COMPENSATED ON A COST PLUS 5% BASIS. | View | |
| ANDERSEN CRD 124205 | Mclean, VA | Advisory firm LLC | $6.35B | 50 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ETHOS CAPITAL LP CRD 306874 | Boston, MA | Advisory firm LP | $6.31B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST RESERVE CRD 157056 | Stamford, CT | Advisory firm LP | $6.31B | 21 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WINSHORE CAPITAL PARTNERS LP CRD 300347 | New York, NY | Advisory firm LP | $6.30B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GRIMES & COMPANY CRD 109420 | Westborough, MA | Advisory firm LLC | $6.30B | 36 advisors | Percentage of AUM | View | |
| LANDMARK MANAGEMENT, LLC CRD 157511 | New York, NY | Advisory firm LLC | $6.29B | 11 advisors | Percentage of AUM | View | |
| BRINLEY PARTNERS, LP CRD 316147 | New York, NY | Advisory firm LP | $6.29B | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ADVISOR LOGISTICS, LLC CRD 292784 | Boerne, TX | Advisory firm LLC | $6.29B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STELAC ADVISORY SERVICES LLC CRD 145103 | New York, NY | Advisory firm LLC | $6.29B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CROSS OCEAN PARTNERS MANAGEMENT LP CRD 285340 | Greenwich, CT | Advisory firm LP | $6.29B | 14 advisors | Percentage of AUM; Performance-based fees | View |