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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 | |||||
|---|---|---|---|---|---|---|---|
| CALYDON CAPITAL, LLC CRD 285485 | Memphis, TN | Advisory firm LLC | $3.58B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MPM BIOIMPACT CRD 148467 | Boston, MA | Advisory firm LLC | $3.56B | 27 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ELEPHANT CRD 282189 | Boston, MA | Advisory firm LLC | $3.56B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| APOLLO MANAGER, LLC CRD 327828 | New York, NY | Advisory firm LLC | $3.56B | 912 advisors | Percentage of AUM; Performance-based fees | View | |
| CRESSEY & COMPANY LP CRD 155606 | Chicago, IL | Advisory firm LP | $3.55B | 23 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| ETERNA GROWTH PARTNERS CRD 339223 | Boston, MA | Advisory firm LLC | $3.55B | 34 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| LIBERTY STRATEGIC CAPITAL CRD 314378 | Washington, DC | Advisory firm LP | $3.55B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| RETIREMENT PLAN ADVISORS, LLC CRD 122758 | Chicago, IL | Advisory firm LLC | $3.54B | 47 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYCAMORE TREE CAPITAL PARTNERS, L.P. CRD 311555 | Dallas, TX | Advisory firm LP | $3.54B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| ONEASCENT FINANCIAL SERVICES LLC CRD 284549 | Birmingham, AL | Advisory firm LLC | $3.54B | 74 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURKEHILL GLOBAL MANAGEMENT, LP CRD 316398 | New York, NY | Advisory firm LP | $3.54B | 9 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| VISIONARY WEALTH ADVISORS, LLC CRD 169610 | St.. Louis, MO | Advisory firm LLC | $3.54B | 51 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILL POINT CAPITAL LLC CRD 290266 | New York, NY | Advisory firm LLC | $3.53B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| BREAKWALL INVESTMENT ADVISOR LLC CRD 328990 | Port Washington, NY | Advisory firm LLC | $3.52B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PATHLIGHT CAPITAL CRD 291106 | Boston, MA | Advisory firm LP | $3.52B | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GREENWICH WEALTH MANAGEMENT, LLC CRD 142820 | Greenwich, CT | Advisory firm LLC | $3.52B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEER PARK ROAD MANAGEMENT COMPANY, LP CRD 140370 | Steamboat Springs, CO | Advisory firm LP | $3.52B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| BRYN MAWR TRUST ADVISORS, LLC CRD 285359 | Philadelphia, PA | Advisory firm LLC | $3.51B | 55 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS CRD 137813 | New York, NY | Advisory firm LLC | $3.51B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| ANDROS CAPITAL PARTNERS LLC CRD 310641 | Houston, TX | Advisory firm LLC | $3.51B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GLOBAL FOREST PARTNERS LP CRD 127064 | Lebanon, NH | Advisory firm LP | $3.50B | 24 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ADVISOR RESOURCE COUNCIL CRD 164109 | Dallas, TX | Advisory firm LLC | $3.49B | 70 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1607 CAPITAL PARTNERS, LLC CRD 144758 | Richmond, VA | Advisory firm LLC | $3.49B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| AEA ENTERPRISE PARTNERS MANAGEMENT LP CRD 132753 | New York, NY | Advisory firm LP | $3.48B | 112 advisors | Percentage of AUM; Performance-based fees | View |