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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 | |||||
|---|---|---|---|---|---|---|---|
| MORAN WEALTH MANAGEMENT, LLC CRD 319208 | Naples, FL | Advisory firm LLC | $5.10B | 40 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALIYA CAPITAL PARTNERS LLC CRD 305988 | Miami, FL | Advisory firm LLC | $5.09B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TAIKO CRD 287792 | Chicago, IL | Advisory firm LLC | $5.09B | 2 advisors | Percentage of AUM | View | |
| INDUS CAPITAL PARTNERS, LLC CRD 133738 | New York, NY | Advisory firm LLC | $5.09B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC CRD 133790 | Wellesley, MA | Advisory firm LLC | $5.09B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| PENNINGTON PARTNERS & CO., LLC CRD 282688 | Bethesda, MD | Advisory firm LLC | $5.09B | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BAKERAVENUE CRD 132657 | San Francisco, CA | Advisory firm LP | $5.09B | 29 advisors | Percentage of AUM; Fixed fees | View | |
| METROPOLIS CAPITAL LIMITED CRD 291699 | Amersham, Buckinghamshire | Advisory firm Other (specify) | $5.07B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PERCHERON CAPITAL CRD 312004 | San Francisco, CA | Advisory firm LP | $5.06B | 63 advisors | Percentage of AUM; Performance-based fees | View | |
| TCG CROSSOVER MANAGEMENT, LLC CRD 311718 | Palo Alto, CA | Advisory firm LLC | $5.06B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| WELLSPRING FINANCIAL ADVISORS, LLC CRD 143112 | Cleveland, OH | Advisory firm LLC | $5.06B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| THREE BELL CAPITAL LLC CRD 159736 | Dallas, TX | Advisory firm LLC | $5.05B | 14 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| MAPLELANE CAPITAL, LLC CRD 159894 | New York, NY | Advisory firm LLC | $5.05B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| DAYMARK WEALTH PARTNERS, LLC CRD 320878 | Cincinnati, OH | Advisory firm LLC | $5.04B | 21 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TFO FAMILY OFFICE PARTNERS CRD 159440 | Phoenix, AZ | Advisory firm LLC | $5.04B | 47 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAIN, WATTERS & ASSOCIATES, LLC CRD 111521 | Frisco, TX | Advisory firm LLC | $5.04B | 86 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLSPRING CAPITAL ADVISORS, LLC CRD 132698 | IL | Advisory firm LLC | $5.03B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERBRIDGE CRD 108074 | Minneapolis, MN | Advisory firm LLC | $5.03B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| COASTAL BRIDGE ADVISORS CRD 152569 | Westport, CT | Advisory firm LLC | $5.02B | 25 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINEPOINT CAPITAL LP CRD 170668 | Boston, MA | Advisory firm LP | $5.01B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| ROCKBRIDGE CAPITAL, LLC CRD 161078 | Columbus, OH | Advisory firm LLC | $5.01B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| STIFEL INDEPENDENT ADVISORS, LLC CRD 28218 | St. Louis, MO | Advisory firm LLC | $5.01B | 132 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIERA CAPITAL (UK) LIMITED CRD 137637 | London | Advisory firm Other (specify) | $4.99B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| BRAIDWELL LP CRD 316988 | Stamford, CT | Advisory firm LP | $4.98B | 19 advisors | Percentage of AUM; Performance-based fees | View |