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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 | |||||
|---|---|---|---|---|---|---|---|
| PORTMAN SQUARE CAPITAL LLP CRD 319011 | London | Advisory firm LLP | $4.58B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HULL STREET ENERGY CRD 291881 | Bethesda, MD | Advisory firm LLC | $4.57B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| CORVEX MANAGEMENT LP CRD 158197 | New York, NY | Advisory firm LP | $4.57B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| QHP CAPITAL, L.P. CRD 311710 | Raleigh, NC | Advisory firm LP | $4.57B | 17 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC CRD 128990 | Edmonds, WA | Advisory firm LLC | $4.57B | 10 advisors | Percentage of AUM; MODEL-ONLY PORTFOLIO | View | |
| THOMPSON STREET CAPITAL MANAGER LLC CRD 156679 | St.. Louis, MO | Advisory firm LLC | $4.57B | 40 advisors | Percentage of AUM; Performance-based fees | View | |
| WAUD CAPITAL PARTNERS CRD 160632 | Chicago, IL | Advisory firm LLC | $4.56B | 59 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DWIGHT SECURITIES MANAGEMENT LLC CRD 174984 | Sunny Isles Beach, FL | Advisory firm LLC | $4.56B | 34 advisors | Percentage of AUM; Performance-based fees | View | |
| JFG FAMILY OFFICE CRD 125101 | Denver, CO | Advisory firm LLC | $4.53B | 35 advisors | Percentage of AUM; Fixed fees | View | |
| SIGNALFIRE CRD 194512 | San Francisco, CA | Advisory firm LLC | $4.52B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| SPIRE WEALTH MANAGEMENT, LLC CRD 113908 | Mclean, VA | Advisory firm LLC | $4.51B | 76 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AGTB FUND MANAGER, LLC CRD 318665 | New York, NY | Advisory firm LLC | $4.51B | 88 advisors | Percentage of AUM; Performance-based fees | View | |
| OIC CRD 282499 | New York, NY | Advisory firm LP | $4.51B | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| GREYCROFT LP CRD 162561 | New York, NY | Advisory firm LP | $4.51B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| VENROCK ADVISER, LLC CRD 169288 | New York, NY | Advisory firm LLC | $4.50B | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PERFORMA LIMITED (US), LLC CRD 154232 | Charleston, SC | Advisory firm LLC | $4.49B | 7 advisors | Percentage of AUM | View | |
| CLIFFORD SWAN INVESTMENT COUNSELORS CRD 108033 | Pasadena, CA | Advisory firm LLC | $4.48B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHTON PARK CAPITAL CRD 304261 | Greenwich, CT | Advisory firm LP | $4.48B | 34 advisors | Percentage of AUM; Performance-based fees | View | |
| CONNECTICUT WEALTH MANAGEMENT, LLC CRD 154310 | Farmington, CT | Advisory firm LLC | $4.48B | 46 advisors | Percentage of AUM; Fixed fees | View | |
| ELEMENTUM ADVISORS, LLC CRD 151635 | Chicago, IL | Advisory firm LLC | $4.48B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| PARADIGM BIOCAPITAL ADVISORS LP CRD 312544 | New York, NY | Advisory firm LP | $4.47B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CX INSTITUTIONAL, LLC CRD 292627 | Auburn, IN | Advisory firm LLC | $4.46B | 73 advisors | Percentage of AUM; Fixed fees | View | |
| BANNER OAK CAPITAL PARTNERS, LP CRD 284367 | Dallas, TX | Advisory firm LP | $4.46B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BLUESPRUCE CRD 167311 | Chicago, IL | Advisory firm LP | $4.45B | 10 advisors | Percentage of AUM; Performance-based fees | View |