Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| RUBICON TECHNOLOGY MANAGEMENT L.L.C. CRD 169875 | Boulder, CO | Advisory firm LLC | $4.84B | 29 advisors | Percentage of AUM; Performance-based fees | View | |
| ENCOMPASS CAPITAL ADVISORS LLC CRD 160113 | New York, NY | Advisory firm LLC | $4.84B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| CHICAGO CAPITAL, LLC CRD 291624 | Chicago, IL | Advisory firm LLC | $4.82B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GSA CAPITAL PARTNERS LLP CRD 138805 | London | Advisory firm LLP | $4.81B | 43 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CARDINAL POINT WEALTH MANAGEMENT CRD 140619 | Toronto, On, AZ | Advisory firm Other (specify) | $4.81B | 24 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SOWELL MANAGEMENT CRD 127145 | North Little Rock, AR | Advisory firm LLC | $4.81B | 94 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHPOINT PLANNING PARTNERS CRD 316636 | Downers Grove, IL | Advisory firm LLC | $4.78B | 102 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERTENTO ADVISORS LLC CRD 335545 | — | Advisory firm LLC | $4.77B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AVIDIAN WEALTH SOLUTIONS CRD 127186 | Houston, TX | Advisory firm LLC | $4.76B | 36 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CLAROS REIT MANAGEMENT LP CRD 292430 | New York, NY | Advisory firm LP | $4.76B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| IFG ADVISORY, LLC CRD 168012 | Atlanta, GA | Advisory firm LLC | $4.76B | 86 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAST ROCK CAPITAL, LLC CRD 157433 | New York, NY | Advisory firm LLC | $4.76B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| BBAM US LP CRD 175441 | Dallas, TX | Advisory firm LP | $4.75B | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PPB ADVISORS, LLC CRD 152303 | West Conshohocken, PA | Advisory firm LLC | $4.75B | 42 employees | Percentage of AUM; PRIVATELY MANAGED FUNDS | View | |
| MESARETE CAPITAL LLP CRD 314600 | London | Advisory firm LLP | $4.75B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| BC ADVISORS, LLC CRD 142982 | Mt. Laurel, NJ | Advisory firm LLC | $4.73B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| AXIOM ALTERNATIVE INVESTMENTS CRD 282155 | Paris | Advisory firm LLC | $4.73B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SYMMETRY PARTNERS CRD 120982 | Glastonbury, CT | Advisory firm LLC | $4.73B | 5 advisors | Percentage of AUM; FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA | View | |
| JFS WEALTH ADVISORS, LLC CRD 145051 | Hermitage, PA | Advisory firm LLC | $4.73B | 32 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KINETIC PARTNERS MANAGEMENT, LP CRD 318097 | Miami, FL | Advisory firm LP | $4.73B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| WASHINGTON HARBOUR PARTNERS LP CRD 309915 | Arlington, VA | Advisory firm LP | $4.73B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ARMISTICE CAPITAL LLC CRD 168978 | New York, NY | Advisory firm LLC | $4.72B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| ACASTA PARTNERS US LLC CRD 335005 | Boca Raton, FL | Advisory firm LLC | $4.72B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MARITIME PARTNERS, LLC CRD 300186 | Metairie, LA | Advisory firm LLC | $4.72B | 13 advisors | Percentage of AUM · Fixed fees +2 more | View |