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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 | |||||
|---|---|---|---|---|---|---|---|
| VOYAGER GLOBAL MANAGEMENT LP CRD 311921 | New York, NY | Advisory firm LP | $4.33B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WATERTON INVESTMENT ADVISER, L.L.C. CRD 285602 | Chicago, IL | Advisory firm LLC | $4.33B | 70 advisors | Fixed fees · Performance-based fees +1 more | View | |
| MORGAN STANLEY | EATON VANCE CLO MANAGER LLC CRD 309263 | New York, NY | Advisory firm LLC | $4.33B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| IWP WEALTH MANAGEMENT LLC CRD 136314 | Denver, CO | Advisory firm LLC | $4.32B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| GREENVALE CAPITAL LLP CRD 281654 | London | Advisory firm LLP | $4.32B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PALLAS CAPITAL ADVISORS, LLC CRD 310327 | Braintree, MA | Advisory firm LLC | $4.31B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW CENTURY ADVISORS, LLC CRD 122478 | Chevy Chase, MD | Advisory firm LLC | $4.31B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THINK INVESTMENTS CRD 169347 | San Francisco, CA | Advisory firm LP | $4.30B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| NICOLET WEALTH MANAGEMENT CRD 283940 | Green Bay, WI | Advisory firm LLC | $4.29B | 45 advisors | Percentage of AUM | View | |
| MACQUARIE WEALTH ADVISERS, LLC CRD 141805 | New York, NY | Advisory firm LLC | $4.29B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| AARON WEALTH ADVISORS CRD 298079 | Chicago, IL | Advisory firm LLC | $4.29B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SAGE MOUNTAIN ADVISORS, LLC CRD 298593 | Atlanta, GA | Advisory firm LLC | $4.29B | 20 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TURTLE CREEK TRUST CRD 140212 | Dallas, TX | Advisory firm LLC | $4.28B | 6 advisors | Percentage of AUM | View | |
| SIMPLICITY WEALTH CRD 300572 | Summit, NJ | Advisory firm LLC | $4.27B | 190 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APOLLO REAL ESTATE FUND ADVISER, LLC CRD 169120 | New York, NY | Advisory firm LLC | $4.27B | 912 advisors | Percentage of AUM | View | |
| TETRAGON FINANCIAL MANAGEMENT LP CRD 156041 | New York, NY | Advisory firm LP | $4.26B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| FRANKLIN BSP CAPITAL ADVISER LLC CRD 307684 | New York, NY | Advisory firm LLC | $4.25B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| POLARIS GROWTH MANAGEMENT, LLC CRD 297431 | Boston, MA | Advisory firm LLC | $4.22B | 31 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| SCHARF INVESTMENTS, LLC CRD 105508 | Los Gatos, CA | Advisory firm LLC | $4.21B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP CRD 106146 | Teaneck, NJ | Advisory firm LP | $4.21B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| HALBERT HARGROVE CRD 105515 | Long Beach, CA | Advisory firm LLC | $4.20B | 36 advisors | Percentage of AUM; Fixed fees | View | |
| ELECTRON CAPITAL PARTNERS, LLC CRD 166102 | New York, NY | Advisory firm LLC | $4.20B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUTHEAST ASSET ADVISORS, LLC CRD 107588 | Thomasville, GA | Advisory firm LLC | $4.20B | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CLEAR INVESTMENT RESEARCH, LLC CRD 172685 | Alpharetta, GA | Advisory firm LLC | $4.19B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |