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 | |||||
|---|---|---|---|---|---|---|---|
| UPFRONT VENTURES CRD 175144 | Los Angeles, CA | Advisory firm LLC | $3.38B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SEAFARER CAPITAL PARTNERS, LLC CRD 158671 | Larkspur, CA | Advisory firm LLC | $3.38B | 10 advisors | Percentage of AUM | View | |
| SUMERU EQUITY PARTNERS CRD 172955 | San Mateo, CA | Advisory firm LP | $3.37B | 36 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WESTFULLER ADVISORS, LLC CRD 155054 | New York, NY | Advisory firm LLC | $3.37B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| FIVE ARROWS MANAGERS NORTH AMERICA LLC CRD 136191 | Manhattan Beach, CA | Advisory firm LLC | $3.37B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BANNEKER PARTNERS LLC CRD 296624 | San Francisco, CA | Advisory firm LLC | $3.36B | 26 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COLONY FAMILY OFFICES, LLC CRD 167017 | Charlotte, NC | Advisory firm LLC | $3.36B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PROPRIUM CAPITAL PARTNERS, L.P. CRD 165441 | Stamford, CT | Advisory firm LP | $3.36B | 27 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| STOKES FAMILY OFFICE LLC CRD 300899 | New Orleans, LA | Advisory firm LLC | $3.35B | 12 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SUMMITRY, LLC CRD 128586 | Foster City, CA | Advisory firm LLC | $3.35B | 20 advisors | Percentage of AUM; Fixed fees | View | |
| MARBLE CAPITAL LP CRD 285940 | Houston, TX | Advisory firm LP | $3.35B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| WARWICK CAPITAL PARTNERS (US) LP CRD 320777 | Stamford, CT | Advisory firm LP | $3.34B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWSPRING CAPITAL CRD 160608 | Radnor, PA | Advisory firm LLC | $3.34B | 54 advisors | Percentage of AUM; Performance-based fees | View | |
| RECOGNIZE PARTNERS LP CRD 311156 | New York, NY | Advisory firm LP | $3.33B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| ARIS INVESTING CRD 325320 | Glenview, IL | Advisory firm LLC | $3.31B | 7 advisors | Percentage of AUM | View | |
| SOVEREIGN INVESTMENT ADVISORS LLC CRD 149040 | Phoenix, AZ | Advisory firm LLC | $3.31B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP CRD 128591 | Pittsburgh, PA | Advisory firm LP | $3.31B | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CERTUITY, LLC CRD 129505 | North Palm Beach, FL | Advisory firm LLC | $3.30B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SMASH VENTURES MANAGEMENT COMPANY LP CRD 299799 | West Hollywood, CA | Advisory firm LP | $3.30B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| EMERALD ADVISERS, LLC CRD 107496 | Leola, PA | Advisory firm LLC | $3.30B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| PATRIA CAPITAL PARTNERS LLP CRD 144651 | Edinburgh, MA | Advisory firm LLP | $3.29B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| ATALAN CAPITAL PARTNERS, LP CRD 226714 | New York, NY | Advisory firm LP | $3.29B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| INNOVIA WEALTH, LLC CRD 289913 | Grand Rapids, MI | Advisory firm LLC | $3.29B | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KNIGHTSBRIDGE ADVISERS LLC CRD 111043 | Bartlesville, OK | Advisory firm LLC | $3.29B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View |