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 | |||||
|---|---|---|---|---|---|---|---|
| CASTLEKNIGHT MANAGEMENT LP CRD 309435 | New York, NY | Advisory firm LP | $4.10B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PERFORMANCE WEALTH CRD 311735 | Hinsdale, IL | Advisory firm LLC | $4.09B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| FUNDAMENTAL ADVISORS LP CRD 157899 | New York, NY | Advisory firm LP | $4.09B | 27 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FREEPORT FINANCIAL PARTNERS LLC CRD 166682 | Chicago, IL | Advisory firm LLC | $4.07B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| KEEL POINT, LLC CRD 127902 | Huntsville, AL | Advisory firm LLC | $4.07B | 54 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PROMANAGE, LLC CRD 133357 | Chicago, IL | Advisory firm LLC | $4.06B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NZS CAPITAL LLC CRD 305093 | Denver, CO | Advisory firm LLC | $4.06B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| THOROUGHBRED FINANCIAL SERVICES, LLC CRD 47893 | Brentwood, TN | Advisory firm LLC | $4.04B | 31 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALTAMONT CAPITAL PARTNERS CRD 160498 | Palo Alto, CA | Advisory firm LP | $4.02B | 38 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| PERMCAP INVESTMENT OFFICE CRD 157476 | Charleston, SC | Advisory firm LP | $4.02B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLUESPRING WEALTH MANAGEMENT, LLC CRD 152667 | Austin, TX | Advisory firm LLC | $4.02B | 31 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEAN ENERGY TRANSITION LLP CRD 315409 | London | Advisory firm LLP | $4.02B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WATEROUS ENERGY FUND MANAGEMENT (US), LLC CRD 290952 | Houston, TX | Advisory firm LLC | $4.01B | 2 advisors | Performance-based fees; REIMBURSEMENT OF EXPENSES | View | |
| VALOR ADVISORS LLC CRD 171358 | Miami, FL | Advisory firm LLC | $4.01B | 8 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| BT FAMILY OFFICE, LLC CRD 305713 | Atlanta, GA | Advisory firm LLC | $4.00B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAINSAIL PARTNERS CRD 157775 | Austin, TX | Advisory firm LLC | $4.00B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| INTERMEDE INVESTMENT PARTNERS LIMITED CRD 175312 | London | Advisory firm Other (specify) | $3.99B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW FRONTIER ADVISORS, LLC CRD 147181 | Boston, MA | Advisory firm LLC | $3.99B | 4 advisors | Percentage of AUM | View | |
| CORECAP ADVISORS CRD 158819 | Southfield, MI | Advisory firm LLC | $3.99B | 110 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUARC PARTNERS, LP CRD 312288 | New York, NY | Advisory firm LP | $3.98B | 24 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TAILWATER CAPITAL CRD 167240 | Dallas, TX | Advisory firm LLC | $3.97B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| BRENTWOOD PRIVATE EQUITY, LLC CRD 156558 | Los Angeles, CA | Advisory firm LLC | $3.97B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVUS FINANCIAL PARTNERS, LLC CRD 311990 | Winter Park, FL | Advisory firm LLC | $3.97B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IM GLOBAL PARTNER FUND MANAGEMENT LLC CRD 110005 | El Segundo, CA | Advisory firm LLC | $3.97B | 4 advisors | Percentage of AUM; Subscription fees | View |