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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 | |||||
|---|---|---|---|---|---|---|---|
| BONACCORD CAPITAL PARTNERS CRD 316716 | New York, NY | Advisory firm LLC | $4.19B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| GARNETT STATION PARTNERS CRD 300033 | New York, NY | Advisory firm LLC | $4.19B | 28 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CROSSINGBRIDGE ADVISORS, LLC CRD 286594 | Pleasantville, NY | Advisory firm LLC | $4.18B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND INCOME STRATEGIES, LLC CRD 173272 | Fort Lauderdale, FL | Advisory firm LLC | $4.18B | 134 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STAR MOUNTAIN FUND MANAGEMENT, LLC CRD 164728 | New York, NY | Advisory firm LLC | $4.18B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| TIGER IRON CAPITAL, LLC CRD 283006 | Andover, MA | Advisory firm LLC | $4.17B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ACON EQUITY MANAGEMENT L.L.C. CRD 159517 | Washington, DC | Advisory firm LLC | $4.17B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| REVELAR CAPITAL LLC CRD 291049 | New York, NY | Advisory firm LLC | $4.16B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EAAA PTE. LIMITED CRD 300161 | Singapore | Advisory firm Other (specify) | $4.16B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| APRIO WEALTH MANAGEMENT, LLC CRD 127333 | Atlanta, GA | Advisory firm LLC | $4.15B | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEELPEAK WEALTH, LLC CRD 165168 | Woodland Hills, CA | Advisory firm LLC | $4.15B | 35 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HARRISON STREET PRIVATE WEALTH LLC CRD 143857 | Denver, CO | Advisory firm LLC | $4.14B | 11 advisors | Percentage of AUM | View | |
| FOUNDERS FINANCIAL SECURITIES, LLC CRD 137945 | Towson, MD | Advisory firm LLC | $4.14B | 101 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARCHPOINT INVESTORS CRD 151807 | Coral Gables, FL | Advisory firm LLC | $4.13B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MAN INVESTMENTS AUSTRALIA LIMITED CRD 313907 | Sydney | Advisory firm Other (specify) | $4.13B | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PARKWAY ADVISORS, L.P. CRD 112629 | Abilene, TX | Advisory firm LP | $4.13B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC CRD 292216 | Boston, MA | Advisory firm LLC | $4.12B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE WOLF CAPITAL PARTNERS LLC CRD 162475 | New York, NY | Advisory firm LLC | $4.12B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL GENERATION PARTNERS LLP CRD 281808 | London | Advisory firm LLP | $4.12B | 26 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GUGGENHEIM INVESTMENTS CRD 129288 | Chicago, IL | Advisory firm LLC | $4.12B | 5 employees | Percentage of AUM | View | |
| SENVEST MANAGEMENT, LLC CRD 137312 | New York, NY | Advisory firm LLC | $4.12B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| FINACCESS ADVISORS, LLC CRD 150697 | Miami, FL | Advisory firm LLC | $4.11B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DIVERSIFY WEALTH MANAGEMENT, LLC CRD 329878 | Sandy, UT | Advisory firm LLC | $4.11B | 70 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FFL CRD 156980 | San Francisco, CA | Advisory firm LLC | $4.11B | 34 advisors | Percentage of AUM; Performance-based fees | View |