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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 | |||||
|---|---|---|---|---|---|---|---|
| FOREST INVESTMENT ASSOCIATES CRD 110163 | Atlanta, GA | Advisory firm LP | $5.24B | 13 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| STANDARD INVESTMENTS LLC CRD 160843 | New York, NY | Advisory firm LLC | $5.22B | 26 advisors | Percentage of AUM; PERFORMANCE BASED ALLOCATION | View | |
| LOVELL MINNICK CRD 156494 | Radnor, PA | Advisory firm LLC | $5.21B | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SKYE GLOBAL MANAGEMENT LP CRD 283493 | West Palm Beach, FL | Advisory firm LP | $5.21B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TWIN BRIDGE CAPITAL PARTNERS, LLC CRD 160403 | Chicago, IL | Advisory firm LLC | $5.20B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| GENTRUST CRD 158369 | Miami, FL | Advisory firm LLC | $5.20B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROFUND ADVISORS LLC CRD 109585 | Bethesda, MD | Advisory firm LLC | $5.20B | 35 advisors | Percentage of AUM | View | |
| KRILOGY CRD 149046 | St.. Louis, MO | Advisory firm LLC | $5.20B | 65 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEXTRA PARTNERS CRD 321820 | New York, NY | Advisory firm LLC | $5.19B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PAINE SCHWARTZ PARTNERS, LLC CRD 157551 | New York, NY | Advisory firm LLC | $5.19B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. CRD 329155 | New York, NY | Advisory firm LP | $5.19B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LEADING EDGE INVESTMENT ADVISORS,LLC CRD 136476 | San Francisco, CA | Advisory firm LLC | $5.17B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY ADVISORS, LLC CRD 139830 | Plymouth Meeting, PA | Advisory firm LLC | $5.17B | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSIGNEO ADVISORY SERVICES, LLC CRD 282589 | Miami, FL | Advisory firm LLC | $5.16B | 178 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ASSET STRATEGY CONSULTANTS LLC CRD 110800 | Hunt Valley, MD | Advisory firm LLC | $5.16B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JEFFERIES INVESTMENT ADVISERS LLC CRD 325421 | New York, NY | Advisory firm LLC | $5.15B | 107 advisors | Percentage of AUM; Fixed fees | View | |
| HINES CAPITAL ADVISORS LLC CRD 307282 | Houston, TX | Advisory firm LLC | $5.15B | 362 advisors | Percentage of AUM · Commissions +2 more | View | |
| TECTONIC ADVISORS LLC CRD 139713 | Frisco, TX | Advisory firm LLC | $5.14B | 3 advisors | Percentage of AUM | View | |
| STARR PRIVATE EQUITY PARTNERS, LLC CRD 297886 | New York, NY | Advisory firm LLC | $5.12B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CRESCENT REAL ESTATE LLC CRD 158397 | Fort Worth, TX | Advisory firm LLC | $5.11B | 34 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TOMALES BAY CAPITAL CRD 298932 | TX | Advisory firm LP | $5.11B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DURATION CAPITAL PARTNERS LLC CRD 329842 | New York, NY | Advisory firm LLC | $5.11B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| WHITE OAK GLOBAL ADVISORS, LLC CRD 149659 | San Francisco, CA | Advisory firm LLC | $5.11B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| EVERSOURCE WEALTH ADVISORS, LLC CRD 286340 | Birmingham, AL | Advisory firm LLC | $5.10B | 76 advisors | Percentage of AUM · Hourly charges +1 more | View |