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 | |||||
|---|---|---|---|---|---|---|---|
| MIDOCEAN US ADVISOR, L.P. CRD 151488 | New York, NY | Advisory firm LP | $3.70B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| 57 STARS LLC CRD 135202 | Arlington, VA | Advisory firm LLC | $3.70B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENVALE CAPITAL LP CRD 312264 | MT | Advisory firm LP | $3.70B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MERIT ENERGY COMPANY CRD 109310 | Dallas, TX | Advisory firm LLC | $3.70B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| THURSTON SPRINGER ADVISORS CRD 299201 | Indianapolis, IN | Advisory firm LLC | $3.68B | 86 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOURTH SAIL CAPITAL US LP CRD 332445 | Boca Raton, FL | Advisory firm LP | $3.67B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TGM ASSOCIATES L.P. CRD 108905 | New York, NY | Advisory firm LP | $3.66B | 15 advisors | Performance-based fees; ADVISORY FEE CALCULATED AS A PERCENT OF INVESTED CAPITAL | View | |
| CALEDONIA US, LP CRD 291463 | New York, NY | Advisory firm LP | $3.66B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| VICTORY PARK CAPITAL CRD 161079 | Chicago, IL | Advisory firm LLC | $3.65B | 36 advisors | Percentage of AUM; Performance-based fees | View | |
| BCSF ADVISORS, LP CRD 282092 | Boston, MA | Advisory firm LP | $3.65B | 272 advisors | Percentage of AUM; Performance-based fees | View | |
| VITTORIA AND PARTNERS LLP CRD 325562 | London | Advisory firm LLP | $3.65B | 2 advisors | Fixed fees | View | |
| MOZAIC, LLC CRD 145777 | Beverly Hills, CA | Advisory firm LLC | $3.64B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC CRD 166459 | New York, NY | Advisory firm LLC | $3.64B | 6 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATION | View | |
| S3 CAPITAL ADVISORS LLC CRD 322956 | New York, NY | Advisory firm LLC | $3.64B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ULRICH INVESTMENT CONSULTANTS CRD 159499 | Albuquerque, NM | Advisory firm LLC | $3.62B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALLADIUM EQUITY PARTNERS ADVISOR, LLC CRD 159061 | New York, NY | Advisory firm LLC | $3.60B | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CM WEALTH ADVISORS LLC CRD 119467 | Beachwood, OH | Advisory firm LLC | $3.60B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SAX WEALTH ADVISORS, LLC CRD 119193 | Parsippany, NJ | Advisory firm LLC | $3.60B | 37 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REGAN CAPITAL CRD 158294 | Dallas, TX | Advisory firm LLC | $3.59B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| COURIER CAPITAL, LLC CRD 282485 | Buffalo, NY | Advisory firm LLC | $3.59B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| OHA PRIVATE CREDIT ADVISORS LLC CRD 319664 | New York, NY | Advisory firm LLC | $3.58B | 113 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| VENTURI PRIVATE WEALTH CRD 169576 | Austin, TX | Advisory firm LLC | $3.58B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIGFIG WEALTH MANAGEMENT LLC CRD 158823 | San Francisco, CA | Advisory firm LLC | $3.58B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ABACUS WEALTH PARTNERS CRD 128590 | Santa Monica, CA | Advisory firm LLC | $3.58B | 37 advisors | Percentage of AUM · Fixed fees +1 more | View |