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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 | |||||
|---|---|---|---|---|---|---|---|
| NORWEST CAPITAL ADVISORS, LLC CRD 323642 | Minneapolis, MN | Advisory firm LLC | $3.84B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| SPEARHEAD ADMINISTRATIVE SERVICES, LLC CRD 319289 | Greenville, DE | Advisory firm LLC | $3.83B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AVALA GLOBAL LP CRD 323053 | New York, NY | Advisory firm LP | $3.82B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| MATTER FAMILY OFFICE CRD 106806 | St. Louis, MO | Advisory firm LLC | $3.81B | 40 advisors | Percentage of AUM; Fixed fees | View | |
| GRANDEUR PEAK GLOBAL ADVISORS CRD 158270 | Salt Lake City, UT | Advisory firm LLC | $3.80B | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| KINGSWOOD WEALTH ADVISORS, LLC CRD 288792 | San Diego, CA | Advisory firm LLC | $3.80B | 76 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARVEST GLOBAL INVESTMENTS LIMITED CRD 157964 | Hong Kong | Advisory firm Other (specify) | $3.79B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| RICHARD BERNSTEIN ADVISORS LLC CRD 153577 | New York, NY | Advisory firm LLC | $3.79B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INTEGRAL ILS LTD. CRD 310727 | Hamilton | Advisory firm Other (specify) | $3.78B | 11 advisors | Percentage of AUM; SEE MISC. SECTION | View | |
| HEALTHCARE ROYALTY MANAGEMENT, LLC CRD 169355 | Stamford, CT | Advisory firm LLC | $3.78B | 19 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| M-ONE CAPITAL CRD 158782 | Omaha, NE | Advisory firm LLC | $3.77B | 28 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NEOS PARTNERS, LP CRD 323847 | San Diego, CA | Advisory firm LP | $3.77B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| PLEXUS CAPITAL CRD 310241 | Raleigh, NC | Advisory firm LLC | $3.77B | 33 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GFS ADVISORS LLC CRD 143110 | Houston, TX | Advisory firm LLC | $3.76B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BEAUMONT FINANCIAL PARTNERS CRD 322925 | Needham, MA | Advisory firm LLC | $3.76B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 10TH LANE PARTNERS, LP CRD 160822 | New York, NY | Advisory firm LP | $3.76B | 27 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRANSWESTERN INVESTMENTS CRD 159520 | Dallas, TX | Advisory firm LLC | $3.75B | 25 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TRB WEALTH MANAGEMENT, LLC CRD 309370 | Houston, TX | Advisory firm LLC | $3.74B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARGOSY CAPITAL CRD 160212 | Wayne, PA | Advisory firm LLC | $3.74B | 60 advisors | Percentage of AUM; Performance-based fees | View | |
| PROTERRA INVESTMENT PARTNERS LP CRD 282051 | Minneapolis, MN | Advisory firm LP | $3.71B | 40 advisors | Percentage of AUM; Performance-based fees | View | |
| MERK INVESTMENTS LLC CRD 112305 | Palo Alto, CA | Advisory firm LLC | $3.71B | 5 advisors | Percentage of AUM | View | |
| FALFURRIAS MANAGEMENT PARTNERS LP CRD 163076 | Charlotte, NC | Advisory firm LP | $3.71B | 46 advisors | Percentage of AUM; Performance-based fees | View | |
| ONCAP MANAGEMENT PARTNERS L.P. CRD 161167 | Toronto | Advisory firm LP | $3.71B | 31 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH MANAGEMENT CRD 137080 | Norfolk, NE | Advisory firm LLC | $3.71B | 49 advisors | Percentage of AUM · Hourly charges +1 more | View |