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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 | |||||
|---|---|---|---|---|---|---|---|
| LEE EQUITY PARTNERS, LLC CRD 157422 | New York, NY | Advisory firm LLC | $5.84B | 35 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE LINONIA PARTNERSHIP LP CRD 326550 | New York, NY | Advisory firm LP | $5.84B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| GC WEALTH MANAGEMENT RIA, LLC CRD 327269 | Cambridge, MA | Advisory firm LLC | $5.83B | 34 advisors | Percentage of AUM; Fixed fees | View | |
| SABAL INVESTMENT ADVISORS, LLC CRD 169572 | Irvine, CA | Advisory firm LLC | $5.83B | 10 advisors | Percentage of AUM; CARRIED INTEREST PAYABLE TO THE GENERAL PARTNERS OF THE FUNDS | View | |
| MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC CRD 147548 | New York, NY | Advisory firm LLC | $5.83B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MAYFLOWER ADVISORS CRD 307857 | Boston, MA | Advisory firm LLC | $5.82B | 27 advisors | Percentage of AUM; Fixed fees | View | |
| PROSPECT RIDGE CRD 299594 | New York, NY | Advisory firm LLC | $5.81B | 44 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FAIRMOUNT FUNDS MANAGEMENT LLC CRD 284844 | West Conshohocken, PA | Advisory firm LLC | $5.80B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| AETOS ALTERNATIVES MANAGEMENT CRD 116761 | New York, NY | Advisory firm LP | $5.80B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIUM CAPITAL LLP CRD 306112 | London | Advisory firm LLP | $5.79B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| CHENAVARI INVESTMENT MANAGERS CRD 158713 | London, DE | Advisory firm LLP | $5.79B | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THREADLINE WEALTH CRD 108917 | Bellevue, WA | Advisory firm LLC | $5.77B | 30 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOLAMERE CAPITAL, LLC CRD 156902 | Boston, MA | Advisory firm LLC | $5.74B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| LASALLE ST. INVESTMENT ADVISORS, L.L.C. CRD 109701 | Elmhurst, IL | Advisory firm LLC | $5.74B | 146 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OASIS INVESTMENT STRATEGIES LLC CRD 152957 | Chicago, IL | Advisory firm LLC | $5.73B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LEADENHALL CAPITAL PARTNERS CRD 282820 | London | Advisory firm LLP | $5.72B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| LONGPOINT PARTNERS LP CRD 283800 | Boston, MA | Advisory firm LP | $5.71B | 28 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GLADSTONE WEALTH PARTNERS CRD 250787 | Palm Beach Gardens, FL | Advisory firm LLC | $5.68B | 104 advisors | Percentage of AUM; Fixed fees | View | |
| DYNAMIC BETA INVESTMENTS LLC CRD 164972 | Greenwich, CT | Advisory firm LLC | $5.67B | 3 advisors | Percentage of AUM | View | |
| METIS GLOBAL PARTNERS, LLC CRD 167276 | San Diego, CA | Advisory firm LLC | $5.67B | 5 advisors | Percentage of AUM | View | |
| KLINGMAN AND ASSOCIATES, LLC CRD 125618 | New York, NY | Advisory firm LLC | $5.66B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| ALTAROCK PARTNERS LP CRD 161005 | West Palm Beach, FL | Advisory firm LP | $5.66B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TFO WEALTH PARTNERS CRD 124407 | Maumee, OH | Advisory firm LLC | $5.66B | 55 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GALLATIN POINT CAPITAL LLC CRD 287716 | Greenwich, CT | Advisory firm LLC | $5.65B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View |