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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 | |||||
|---|---|---|---|---|---|---|---|
| GEM REALTY CAPITAL CRD 157210 | Chicago, IL | Advisory firm LP | $6.28B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| NPPG PLAN PROFESSIONALS, LLC CRD 324646 | Shrewsbury, NJ | Advisory firm LLC | $6.27B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC CRD 160432 | New York, NY | Advisory firm LLC | $6.27B | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CREATIVEONE WEALTH, LLC CRD 281213 | Overland Park, KS | Advisory firm LLC | $6.25B | 203 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AURORA CAPITAL PARTNERS MANAGEMENT VI L.P. CRD 304605 | Los Angeles, CA | Advisory firm LP | $6.20B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| FAIRFIELD REALTY ADVISORS LLC CRD 300633 | San Diego, CA | Advisory firm LLC | $6.20B | 149 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIGHTWOOD CAPITAL ADVISORS, LLC CRD 167330 | New York, NY | Advisory firm LLC | $6.19B | 35 advisors | Percentage of AUM; Performance-based fees | View | |
| BECK, MACK & OLIVER LLC CRD 105466 | New York, NY | Advisory firm LLC | $6.18B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC CRD 288623 | Carmel, IN | Advisory firm LLC | $6.18B | 31 advisors | Percentage of AUM; Fixed fees | View | |
| ANTARES CAPITAL CREDIT ADVISERS LLC CRD 328497 | Chicago, IL | Advisory firm LLC | $6.17B | 240 advisors | Percentage of AUM; Performance-based fees | View | |
| TIKEHAU CAPITAL NORTH AMERICA LLC CRD 289075 | New York, NY | Advisory firm LLC | $6.16B | 38 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| A FIN MANAGEMENT LLC CRD 315482 | Sunny Isles Beach, FL | Advisory firm LLC | $6.16B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| FREEMAN SPOGLI CRD 156819 | Los Angeles, CA | Advisory firm LP | $6.16B | 28 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| PENNANTPARK INVESTMENT ADVISERS, LLC CRD 143149 | Miami Beach, FL | Advisory firm LLC | $6.16B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| LOTUS INFRASTRUCTURE PARTNERS, LP CRD 324015 | Greenwich, CT | Advisory firm LP | $6.16B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| POLEN CAPITAL CREDIT, LLC CRD 108468 | Waltham, MA | Advisory firm LLC | $6.13B | 28 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BELL PARTNERS CRD 329611 | Greensboro, NC | Advisory firm LLC | $6.12B | 69 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VISION RIDGE PARTNERS, LLC CRD 174836 | Boulder, CO | Advisory firm LLC | $6.11B | 35 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BVF PARTNERS L.P. CRD 156149 | San Francisco, CA | Advisory firm LP | $6.11B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| EJF CAPITAL LP CRD 138854 | Arlington, VA | Advisory firm LP | $6.10B | 19 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VIVO CAPITAL, LLC CRD 159868 | Palo Alto, CA | Advisory firm LLC | $6.10B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| WARREN EQUITY PARTNERS MANAGER, L.P. CRD 295903 | Jacksonville Beach, FL | Advisory firm LP | $6.09B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| CARRHAE CAPITAL CRD 161900 | London | Advisory firm LLP | $6.09B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| VULCAN VALUE PARTNERS LLC CRD 151190 | Birmingham, AL | Advisory firm LLC | $6.08B | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View |