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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 | |||||
|---|---|---|---|---|---|---|---|
| FCP CRD 161468 | Chevy Chase, MD | Advisory firm LLC | $3.48B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| ARBOR INVESTMENTS MANAGEMENT, LLC CRD 157442 | Palm Beach, FL | Advisory firm LLC | $3.48B | 28 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DOUBLELINE ALTERNATIVES LP CRD 175212 | Tampa, FL | Advisory firm LP | $3.47B | 9 advisors | Percentage of AUM | View | |
| MAIN POST PARTNERS CRD 172703 | San Francisco, CA | Advisory firm LP | $3.47B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CLOVER CREDIT MANAGEMENT, LLC CRD 307632 | New York, NY | Advisory firm LLC | $3.47B | 408 advisors | Percentage of AUM; Performance-based fees | View | |
| PALISTAR CAPITAL LP CRD 300897 | New York, NY | Advisory firm LP | $3.47B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BILTMORE FAMILY OFFICE, LLC CRD 167174 | Charlotte, NC | Advisory firm LLC | $3.47B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| MORTON WEALTH CRD 141250 | Calabasas, CA | Advisory firm LLC | $3.47B | 25 advisors | Percentage of AUM; Fixed fees | View | |
| FUNDRISE ADVISORS, LLC CRD 172036 | Washington, DC | Advisory firm LLC | $3.46B | 0 total employees | Percentage of AUM; REIMBURSEMENTS, CARRIED INTEREST | View | |
| DIAMETER PRINCIPAL FINANCE LLC CRD 328057 | New York, NY | Advisory firm LLC | $3.45B | 62 advisors | Percentage of AUM; Performance-based fees | View | |
| WEDMONT PRIVATE CAPITAL CRD 305815 | West Chester, PA | Advisory firm LLC | $3.44B | 12 advisors | Fixed fees | View | |
| TRIBE CAPITAL CRD 304697 | San Mateo, CA | Advisory firm LLC | $3.44B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| DRAGONFLY DIGITAL MANAGEMENT, LLC CRD 300750 | San Francisco, CA | Advisory firm LLC | $3.44B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CEREDEX VALUE ADVISORS LLC CRD 146023 | Winter Park, FL | Advisory firm LLC | $3.43B | 11 advisors | Percentage of AUM | View | |
| ECOR1 CAPITAL, LLC CRD 167121 | San Francisco, CA | Advisory firm LLC | $3.42B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SIXTH STREET SPECIALTY LENDING ADVISERS, LLC CRD 155006 | Dallas, TX | Advisory firm LLC | $3.42B | 48 advisors | Percentage of AUM; Performance-based fees | View | |
| FLAGSHIP HARBOR ADVISORS, LLC CRD 155733 | Boston, MA | Advisory firm LLC | $3.42B | 57 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLTER LEWIS INVESTMENT PARTNERS, LLC CRD 297213 | Greenwich, CT | Advisory firm LLC | $3.41B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HILL PATH CAPITAL LP CRD 281794 | New York, NY | Advisory firm LP | $3.41B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPTION MANAGEMENT, LLC CRD 173841 | Oklahoma City, OK | Advisory firm LLC | $3.41B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FRANK, RIMERMAN ADVISORS LLC CRD 124147 | Palo Alto, CA | Advisory firm LLC | $3.40B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. CRD 307111 | New York, NY | Advisory firm LLC | $3.40B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| KNOX LANE LP CRD 306657 | San Francisco, CA | Advisory firm LP | $3.40B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| GAUGE CAPITAL CRD 169890 | Southlake, TX | Advisory firm LLC | $3.39B | 61 advisors | Percentage of AUM · Performance-based fees +1 more | View |