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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 | |||||
|---|---|---|---|---|---|---|---|
| SEPIO CAPITAL, LP CRD 285645 | Salt Lake City, UT | Advisory firm LP | $5.64B | 18 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| DYNAMIC CRD 151367 | Phoenix, AZ | Advisory firm LLC | $5.64B | 65 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALESCO ADVISORS, LLC, AN ESL COMPANY CRD 339091 | Pittsford, NY | Advisory firm LLC | $5.61B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PLANPILOT CRD 160319 | Chicago, IL | Advisory firm LLC | $5.58B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATOS WEALTH ADVISORS LLC CRD 283816 | Beachwood, OH | Advisory firm LLC | $5.57B | 67 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MADISON REALTY CAPITAL CRD 158988 | New York, NY | Advisory firm LLC | $5.57B | 37 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ANTARCTICA INVESTMENT ADVISORS, LLC CRD 284659 | New York, NY | Advisory firm LLC | $5.57B | 24 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| BALENTINE CRD 152511 | Atlanta, GA | Advisory firm LLC | $5.54B | 25 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRATED ADVISORS NETWORK LLC CRD 171991 | Dallas, TX | Advisory firm LLC | $5.52B | 81 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WAINWRIGHT INVESTMENT COUNSEL LLC CRD 108711 | Boston, MA | Advisory firm LLC | $5.52B | 10 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| 71 WEST CAPITAL PARTNERS CRD 338756 | Boston, MA | Advisory firm LLC | $5.51B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CRESCENT GROVE ADVISORS CRD 170912 | Lake Forest, IL | Advisory firm LLC | $5.50B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALDRON PRIVATE WEALTH CRD 131063 | Bridgeville, PA | Advisory firm LLC | $5.50B | 47 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MJ RETIREMENT CRD 164328 | Carmel, IN | Advisory firm LLC | $5.49B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIME ROCK CRD 157127 | Westport, CT | Advisory firm LP | $5.48B | 55 advisors | Percentage of AUM; Performance-based fees | View | |
| CALAMOS WEALTH MANAGEMENT LLC CRD 143490 | Naperville, IL | Advisory firm LLC | $5.48B | 39 advisors | Percentage of AUM; Fixed fees | View | |
| VESTAL POINT CAPITAL, LP CRD 325894 | New York, NY | Advisory firm LP | $5.47B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ASHOKA WHITEOAK CAPITAL PTE. LTD. CRD 299712 | Samsung Hub | Advisory firm Other (specify) | $5.42B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUE NORTH ADVISORS, LLC CRD 116048 | Dallas, TX | Advisory firm LLC | $5.42B | 31 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INTEGRITY ALLIANCE, LLC CRD 139627 | Urbandale, IA | Advisory firm LLC | $5.41B | 322 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STOCKBRIDGE INVESTORS CRD 160674 | Boston, MA | Advisory firm LLC | $5.41B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TAILWIND CAPITAL CRD 156562 | New York, NY | Advisory firm LP | $5.41B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WELLINGTON FUNDS (US) LLC CRD 288313 | Boston, MA | Advisory firm LLC | $5.41B | 1 advisors | Percentage of AUM | View | |
| SANDS CAPITAL ALTERNATIVES, LLC CRD 155517 | Arlington, VA | Advisory firm LLC | $5.41B | 66 advisors | Percentage of AUM; Performance-based fees | View |