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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 | |||||
|---|---|---|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT, LLC CRD 151523 | Lexington, KY | Advisory firm LLC | $4.98B | 59 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JVP MANAGEMENT CRD 313398 | New York, NY | Advisory firm LLC | $4.98B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ATALANTA SOSNOFF CAPITAL, LLC CRD 104880 | New York, NY | Advisory firm LLC | $4.98B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| EMPYREAN CAPITAL PARTNERS, LP CRD 138978 | Los Angeles, CA | Advisory firm LP | $4.97B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| 20 GATES MANAGEMENT LLC CRD 155480 | New York, NY | Advisory firm LLC | $4.97B | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MASECO PRIVATE WEALTH CRD 147686 | London, AZ | Advisory firm LLP | $4.96B | 24 advisors | Percentage of AUM | View | |
| MC CREDIT PARTNERS LP CRD 167929 | Stamford, CT | Advisory firm LP | $4.94B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| HAMILTON CAPITAL CRD 109116 | Columbus, OH | Advisory firm LLC | $4.94B | 45 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE WEALTH MANAGEMENT, LLC CRD 164666 | Des Peres, MO | Advisory firm LLC | $4.93B | 102 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARYVEST, LLC CRD 134351 | Atlanta, GA | Advisory firm LLC | $4.93B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEUBERGER BERMAN LOAN ADVISERS LLC CRD 285579 | Chicago, IL | Advisory firm LLC | $4.93B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AGF INVESTMENTS CRD 153781 | Boston, MA | Advisory firm LLC | $4.92B | 23 advisors | Percentage of AUM | View | |
| STASH CRD 226550 | New York, NY | Advisory firm LLC | $4.92B | 6 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| GRANGER MANAGEMENT LLC CRD 168096 | New York, NY | Advisory firm LLC | $4.92B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| G10 LLC CRD 322876 | Hunt Valley, MD | Advisory firm LLC | $4.91B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| GRAHAM PARTNERS, LLC CRD 157049 | Newtown Square, PA | Advisory firm LLC | $4.90B | 86 advisors | Percentage of AUM; Performance-based fees | View | |
| EDGESTREAM PARTNERS, L.P. CRD 166338 | Princeton, NJ | Advisory firm LP | $4.89B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| J. GOLDMAN & CO., L.P. CRD 157465 | New York, NY | Advisory firm LP | $4.87B | 78 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LUCID MANAGEMENT AND CAPITAL PARTNERS LP CRD 287883 | New York, NY | Advisory firm LP | $4.87B | 5 advisors | Percentage of AUM | View | |
| TACONIC CAPITAL ADVISORS LP CRD 137295 | New York, NY | Advisory firm LP | $4.86B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HILL CITY CAPITAL LP CRD 306709 | Boston, MA | Advisory firm LP | $4.86B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ENERGY IMPACT PARTNERS LP CRD 282373 | New York, NY | Advisory firm LP | $4.86B | 57 advisors | Percentage of AUM; Performance-based fees | View | |
| HERITAGE WEALTH ADVISORS CRD 137484 | Richmond, VA | Advisory firm LLC | $4.86B | 18 advisors | Percentage of AUM; Fixed fees | View | |
| BRIGHTSTAR CAPITAL PARTNERS CRD 283313 | New York, NY | Advisory firm LP | $4.85B | 39 advisors | Percentage of AUM · Performance-based fees +1 more | View |