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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 | |||||
|---|---|---|---|---|---|---|---|
| CONSTELLATION WEALTH ADVISORS CRD 147253 | Cincinnati, OH | Advisory firm LLC | $5.40B | 20 advisors | Percentage of AUM · Subscription fees +2 more | View | |
| HQ CAPITAL PRIVATE EQUITY LLC CRD 134231 | Miami, FL | Advisory firm LLC | $5.40B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| BAIN CAPITAL INSURANCE SOLUTIONS, LP CRD 305575 | Boston, MA | Advisory firm LP | $5.39B | 32 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC CRD 165782 | New York, NY | Advisory firm LLC | $5.39B | 111 advisors | Percentage of AUM | View | |
| SILVER ROCK FINANCIAL LP CRD 283335 | Los Angeles, CA | Advisory firm LP | $5.38B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| CORNELL CAPITAL CRD 226779 | New York, NY | Advisory firm LLC | $5.38B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| COHEN & STEERS UK LIMITED CRD 142150 | London | Advisory firm Other (specify) | $5.37B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FROST INVESTMENT ADVISORS, LLC CRD 146148 | San Antonio, TX | Advisory firm LLC | $5.36B | 31 advisors | Percentage of AUM; PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES | View | |
| WESTERN WEALTH MANAGEMENT LLC CRD 283545 | Golden, CO | Advisory firm LLC | $5.36B | 95 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COVE HILL PARTNERS, L.P. CRD 288684 | Boston, MA | Advisory firm LP | $5.36B | 31 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| MANTLE RIDGE LP CRD 284653 | New York, NY | Advisory firm LP | $5.35B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| DAVID VAUGHAN INVESTMENTS, LLC CRD 105990 | Peoria, IL | Advisory firm LLC | $5.33B | 48 advisors | Percentage of AUM; Fixed fees | View | |
| ARENA CAPITAL ADVISORS CRD 170313 | Los Angeles, CA | Advisory firm LLC | $5.33B | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FAMILY MANAGE LLC CRD 104951 | New York, NY | Advisory firm LLC | $5.31B | 23 advisors | Percentage of AUM; Fixed fees | View | |
| FLEXSTONE PARTNERS, LLC CRD 147353 | New York, NY | Advisory firm LLC | $5.30B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| PAMLICO CAPITAL CRD 157532 | Charlotte, NC | Advisory firm LP | $5.30B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| BIP WEALTH, LLC CRD 143208 | Atlanta, GA | Advisory firm LLC | $5.29B | 48 advisors | Percentage of AUM; Fixed fees | View | |
| ALERA INVESTMENT ADVISORS, LLC CRD 287906 | Deerfield, IL | Advisory firm LLC | $5.29B | 67 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REHMANN WEALTH CRD 123047 | Lansing, MI | Advisory firm LLC | $5.27B | 39 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CONSTITUTION CAPITAL EQUITY PARTNERS LP CRD 147248 | Andover, MA | Advisory firm LP | $5.27B | 24 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| PROFICIO CAPITAL PARTNERS LLC CRD 269931 | Newton, MA | Advisory firm LLC | $5.27B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MHR FUND MANAGEMENT LLC CRD 157212 | New York, NY | Advisory firm LLC | $5.26B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VENTURE VISIONARY PARTNERS LLC CRD 304237 | Sylvania, OH | Advisory firm LLC | $5.24B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZIMMER PARTNERS, LP CRD 165684 | New York, NY | Advisory firm LP | $5.24B | 19 advisors | Percentage of AUM; Performance-based fees | View |