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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 | |||||
|---|---|---|---|---|---|---|---|
| NORDWAND ADVISORS CRD 322936 | Radnor, PA | Advisory firm LLC | $3.97B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| TEAM HEWINS, LLC CRD 291194 | Foster City, CA | Advisory firm LLC | $3.97B | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL INTEGRITY ADVISORS, LLC CRD 130458 | Philadelphia, PA | Advisory firm LLC | $3.96B | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSPIRE INVESTING, LLC CRD 171988 | Meridian, ID | Advisory firm LLC | $3.96B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PANTERA CAPITAL CRD 284342 | San Francisco, CA | Advisory firm LP | $3.96B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| GLADE BROOK CAPITAL PARTNERS LLC CRD 159807 | Greenwich, CT | Advisory firm LLC | $3.96B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| STERLING INVESTMENT PARTNERS ADVISERS, LLC CRD 156946 | Greenwich, CT | Advisory firm LLC | $3.94B | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VERNAL POINT ADVISORS, LLC CRD 166587 | San Francisco, CA | Advisory firm LLC | $3.94B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MADISON AVENUE PARTNERS LP CRD 298610 | New York, NY | Advisory firm LP | $3.93B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TIGER INFRASTRUCTURE PARTNERS LP CRD 161551 | New York, NY | Advisory firm LP | $3.93B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| ATALANTA SOSNOFF MANAGEMENT, LLC CRD 11085 | New York, NY | Advisory firm LLC | $3.91B | 8 advisors | Percentage of AUM | View | |
| AVENUE EUROPE INTERNATIONAL MANAGEMENT, L.P. CRD 131937 | New York, NY | Advisory firm LP | $3.91B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ANCORA PRIVATE WEALTH ADVISORS, LLC CRD 124845 | Cleveland, OH | Advisory firm LLC | $3.90B | 29 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| S.B. VALUE PARTNERS, L.P. CRD 139162 | San Antonio, TX | Advisory firm Partnership | $3.89B | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| TWO WEST CAPITAL ADVISORS LLC CRD 154543 | Overland Park, KS | Advisory firm LLC | $3.89B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| MIDDLEGROUND CAPITAL CRD 297235 | Lexington, KY | Advisory firm LP | $3.89B | 38 advisors | Percentage of AUM; Performance-based fees | View | |
| ASSUREDPARTNERS INVESTMENT ADVISORS CRD 309550 | Tampa, FL | Advisory firm LLC | $3.88B | 38 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HARBOURVIEW EQUITY PARTNERS, LLC CRD 315050 | Newark, NJ | Advisory firm LLC | $3.88B | 45 advisors | Performance-based fees; PERCENTAGE OF INVESTED CAPITAL | View | |
| ALAMO ADVISORS, LP CRD 122290 | San Antonio, TX | Advisory firm LP | $3.87B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CYRUS CAPITAL PARTNERS, L.P. CRD 136713 | New York, NY | Advisory firm LP | $3.87B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| DEFIANCE ETFS, LLC CRD 294410 | Miami, FL | Advisory firm LLC | $3.86B | 2 advisors | Percentage of AUM | View | |
| TAGES CAPITAL LLP CRD 337285 | London | Advisory firm LLP | $3.85B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| TREE LINE CAPITAL PARTNERS, LLC CRD 173784 | San Francisco, CA | Advisory firm LLC | $3.85B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| LEFT LANE CAPITAL CRD 309286 | Brooklyn, NY | Advisory firm LLC | $3.84B | 19 advisors | Percentage of AUM; Performance-based fees | View |