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 | |||||
|---|---|---|---|---|---|---|---|
| PROVENANCE WEALTH ADVISORS CRD 126529 | Fort Lauderdale, FL | Advisory firm LLC | $4.44B | 20 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKYKNIGHT CAPITAL, L.P. CRD 281570 | Burlingame, CA | Advisory firm LP | $4.43B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC CRD 337770 | Chicago, IL | Advisory firm LLC | $4.42B | 130 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NINEPOINT PARTNERS LP CRD 289068 | Toronto, Ontario | Advisory firm LP | $4.42B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| NEXT LEGACY MANAGEMENT, LLC CRD 156640 | Portola Valley, CA | Advisory firm LLC | $4.41B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| TPG RE FINANCE TRUST MANAGEMENT, L.P. CRD 288851 | Fort Worth, TX | Advisory firm LP | $4.41B | 19 advisors | Fixed fees; INCENTIVE FEES | View | |
| LOCUST WOOD CAPITAL ADVISERS, LLC CRD 135140 | New York, NY | Advisory firm LLC | $4.40B | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ROCKLAND CAPITAL, LP CRD 156791 | The Woodlands, TX | Advisory firm LP | $4.39B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| LGK ADVISORS, LLC CRD 154922 | New York, NY | Advisory firm LLC | $4.39B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| EAGLETREE CAPITAL, LP CRD 281137 | New York, NY | Advisory firm LP | $4.39B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| SAND HILL GLOBAL ADVISORS, LLC CRD 111295 | Palo Alto, CA | Advisory firm LLC | $4.39B | 16 advisors | Percentage of AUM; Hourly charges | View | |
| ACRES CRD 281190 | Uniondale, NY | Advisory firm LLC | $4.39B | 24 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROSPERITY CAPITAL ADVISORS CRD 156480 | Westlake, OH | Advisory firm LLC | $4.39B | 98 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DRIVE CAPITAL LLC CRD 169002 | Columbus, OH | Advisory firm LLC | $4.38B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| REDWHEEL CRD 166517 | Miami, FL | Advisory firm LLC | $4.38B | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SYON CAPITAL LLC CRD 322776 | San Francisco, CA | Advisory firm LLC | $4.38B | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HUMAN CAPITAL CRD 296844 | San Francisco, CA | Advisory firm LLC | $4.38B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVISORY ALPHA, LLC CRD 158282 | Holland, MI | Advisory firm LLC | $4.37B | 61 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCI CAPITAL PARTNERS LP CRD 332592 | Los Angeles, CA | Advisory firm LP | $4.37B | 9 advisors | Performance-based fees; SERVICE FEES FROM PORTFOLIO COMPANIES | View | |
| INVESCO INVESTMENT ADVISERS LLC CRD 104885 | Downers Grove, IL | Advisory firm LLC | $4.37B | 27 advisors | Percentage of AUM | View | |
| ANCALA PARTNERS LLC CRD 333844 | New York, NY | Advisory firm LLC | $4.36B | 5 advisors | Fixed fees; VARIABLE FEES TAKING INTO ACCOUNT COST AND QUALITY OF SERVICES. | View | |
| GOOD LIFE ADVISORS, LLC CRD 171898 | Celebration, FL | Advisory firm LLC | $4.35B | 88 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAMPBELL & COMPANY INVESTMENT ADVISER LLC CRD 134332 | Baltimore, MD | Advisory firm LLC | $4.34B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| QUILVEST CAPITAL PARTNERS MANAGEMENT, LLC CRD 175159 | New York, NY | Advisory firm LLC | $4.34B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View |