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 | |||||
|---|---|---|---|---|---|---|---|
| KLINGENSTEIN FIELDS ADVISORS CRD 105907 | New York, NY | Advisory firm LP | $4.70B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MENLO EQUITIES CRD 162139 | Menlo Park, CA | Advisory firm LLC | $4.69B | 16 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| MCF ADVISORS, LLC CRD 130372 | Lexington, KY | Advisory firm LLC | $4.68B | 30 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UG INVESTMENT ADVISERS LTD. CRD 167183 | Taipei | Advisory firm Other (specify) | $4.68B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SHELTER GROWTH CAPITAL PARTNERS LLC CRD 170685 | Stamford, CT | Advisory firm LLC | $4.66B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ACRE MANAGER, LLC CRD 311363 | New York, NY | Advisory firm LLC | $4.66B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CLEARWATER ADVISORS, LLC CRD 116865 | Boise, ID | Advisory firm LLC | $4.65B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| DIVERSIFY ADVISORY SERVICES, LLC CRD 326060 | Sandy, UT | Advisory firm LLC | $4.65B | 110 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CG ADVISORY SERVICES CRD 110929 | Williamston, MI | Advisory firm LLC | $4.64B | 69 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| C-BRIDGE CAPITAL LLC CRD 308376 | New York, NY | Advisory firm LLC | $4.63B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| VERDENCE CAPITAL ADVISORS, LLC CRD 288512 | Hunt Valley, MD | Advisory firm LLC | $4.63B | 29 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAXTON ASSOCIATES (USA) LLC CRD 132823 | New York, NY | Advisory firm LLC | $4.63B | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PANTHEON CRD 161631 | London, CA | Advisory firm LLP | $4.62B | 78 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ANCORA ADVISORS LLC CRD 124674 | Mayfield Heights, OH | Advisory firm LLC | $4.61B | 27 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| QUOTIENT WEALTH PARTNERS, LLC CRD 326819 | Dallas, TX | Advisory firm LLC | $4.61B | 29 advisors | Percentage of AUM; Fixed fees | View | |
| TEMPLETON INVESTMENT COUNSEL, LLC CRD 111370 | Ft.. Lauderdale, FL | Advisory firm LLC | $4.61B | 17 advisors | Percentage of AUM | View | |
| SEVEN BRIDGES ADVISORS LLC CRD 158722 | New York, NY | Advisory firm LLC | $4.61B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| FUNDSTRAT CAPITAL CRD 332163 | New York, NY | Advisory firm LLC | $4.60B | 2 advisors | Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| BAKER TILLY WEALTH MANAGEMENT, LLC CRD 167811 | Madison, WI | Advisory firm LLC | $4.60B | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBEFLEX CAPITAL LP CRD 106417 | San Diego, CA | Advisory firm Partnership | $4.60B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CASTLEARK MANAGEMENT LLC CRD 109587 | Chicago, IL | Advisory firm LLC | $4.59B | 18 advisors | Percentage of AUM | View | |
| ARBOR REALTY COLLATERAL MANAGEMENT, LLC CRD 163425 | Uniondale, NY | Advisory firm LLC | $4.58B | 50 advisors | Percentage of AUM | View | |
| TWIN FOCUS CAPITAL PARTNERS, LLC CRD 140522 | Boston, MA | Advisory firm LLC | $4.58B | 18 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCR FUND MANAGEMENT LLC CRD 315098 | Dallas, TX | Advisory firm LLC | $4.58B | 35 advisors | Percentage of AUM; Performance-based fees | View |