Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| CARRHAE CAPITAL (DIFC) LIMITED CRD 337385 | Dubai | Advisory firm Other (specify) | $6.08B | 6 advisors | REVENUE SHARING ARRANGEMENT WITH THE AFFILIATED ADVISER | View | |
| NEUBERGER BERMAN LOAN ADVISERS IV LLC CRD 324282 | Chicago, IL | Advisory firm LLC | $6.07B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| APERTURE INVESTORS, LLC CRD 295468 | New York, NY | Advisory firm LLC | $6.06B | 34 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ENERGY INCOME PARTNERS CRD 140799 | Westport, CT | Advisory firm LLC | $6.06B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| EAST END ADVISORS, LLC CRD 147144 | New York, NY | Advisory firm LLC | $6.06B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| KCM INVESTMENT ADVISORS CRD 109629 | Greenbrae, CA | Advisory firm LLC | $6.02B | 9 advisors | Percentage of AUM | View | |
| TRIVEST INVESTMENT ADVISORS, LLC CRD 161432 | Coral Gables, FL | Advisory firm LLC | $6.01B | 73 advisors | Percentage of AUM; Performance-based fees | View | |
| J.C. FLOWERS & CO. LLC CRD 142529 | New York, NY | Advisory firm LLC | $6.01B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ASHTON THOMAS PRIVATE WEALTH CRD 153902 | Scottsdale, AZ | Advisory firm LLC | $6.01B | 63 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL RESEARCH & CONSULTING LLC CRD 109868 | Pasadena, CA | Advisory firm LLC | $5.99B | 2 advisors | Fixed fees; ASSET BASED FEES | View | |
| PARALLAX VOLATILITY ADVISERS, L.P. CRD 158143 | San Francisco, CA | Advisory firm LP | $5.98B | 19 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| THIRD LAKE PARTNERS, LLC CRD 299961 | Tampa, FL | Advisory firm LLC | $5.97B | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INCLINE EQUITY PARTNERS CRD 158858 | Pittsburgh, PA | Advisory firm LP | $5.96B | 68 advisors | Percentage of AUM; Performance-based fees | View | |
| SEIDLER EQUITY PARTNERS CRD 156909 | Marina Del Rey, CA | Advisory firm LLC | $5.94B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTMOUNT PARTNERS, LLC CRD 158857 | Los Angeles, CA | Advisory firm LLC | $5.94B | 18 advisors | Percentage of AUM | View | |
| RESOURCE MANAGEMENT SERVICE, LLC CRD 130791 | Birmingham, AL | Advisory firm LLC | $5.92B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| 1888 INVESTMENTS, LLC CRD 312491 | Denver, CO | Advisory firm LLC | $5.91B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TRILANTIC NORTH AMERICA CRD 152331 | New York, NY | Advisory firm LP | $5.89B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| PITCAIRN CRD 333260 | Conshohocken, PA | Advisory firm LLC | $5.87B | 37 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLLYPORT CAPITAL LLP CRD 289306 | London | Advisory firm LLP | $5.86B | 65 advisors | Percentage of AUM | View | |
| MAINSTREET ADVISORS CRD 146615 | Chicago, IL | Advisory firm LLC | $5.86B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| K5 GLOBAL ADVISOR LLC CRD 314373 | CA | Advisory firm LLC | $5.85B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TORCHLIGHT INVESTORS, LLC CRD 111289 | New York, NY | Advisory firm LLC | $5.84B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| SUN CAPITAL ADVISORS, L.P. CRD 155109 | Boca Raton, FL | Advisory firm LP | $5.84B | 35 advisors | Percentage of AUM; Performance-based fees | View |