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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 | |||||
|---|---|---|---|---|---|---|---|
| FOCUSED INVESTORS LLC CRD 140010 | Los Angeles, CA | Advisory firm LLC | $3.29B | 2 advisors | Percentage of AUM | View | |
| FORMENTERA PARTNERS LP CRD 311055 | Austin, TX | Advisory firm LP | $3.29B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| MUDRICK CAPITAL CRD 161012 | New York, NY | Advisory firm LP | $3.28B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| GLASFUNDS, LLC CRD 150884 | Cleveland, OH | Advisory firm LLC | $3.28B | 5 advisors | Percentage of AUM | View | |
| TREMBLANT ADVISORS LP CRD 330605 | West Palm Beach, FL | Advisory firm LP | $3.27B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| BASEPOINT ADVISORS LLC CRD 316715 | New York, NY | Advisory firm LLC | $3.27B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FALCON INVESTMENT ADVISORS, LLC CRD 161548 | Boston, MA | Advisory firm LLC | $3.27B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| AVANTYR CAPITAL PARTNERS, LP CRD 337895 | New York, NY | Advisory firm LP | $3.27B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| RUBINBROWN ADVISORS LLC CRD 116909 | St.. Louis, MO | Advisory firm LLC | $3.27B | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PFG ADVISORS CRD 173344 | Phoenix, AZ | Advisory firm LLC | $3.26B | 86 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLBB ADVISORS CRD 139096 | Montgomeryville, PA | Advisory firm LLC | $3.26B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MONOGRAPH WEALTH ADVISORS, LLC CRD 173949 | Manhattan Beach, CA | Advisory firm LLC | $3.25B | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ADVOCACY WEALTH MANAGEMENT, LLC CRD 141943 | Atlanta, GA | Advisory firm LLC | $3.24B | 26 advisors | Percentage of AUM | View | |
| GRYPHON WEALTH CRD 339969 | Jacksonville, FL | Advisory firm LLC | $3.24B | 6 advisors | Percentage of AUM | View | |
| BHARCAP PARTNERS, LLC CRD 315679 | Greenwich, CT | Advisory firm LLC | $3.24B | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CANTOR FITZGERALD INVESTMENT ADVISORS CRD 159296 | New York, NY | Advisory firm LP | $3.24B | 7 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| GROWTHCURVE CAPITAL LP CRD 313204 | New York, NY | Advisory firm LP | $3.24B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| COUNTERPOINT FUNDS CRD 172379 | San Diego, CA | Advisory firm LLC | $3.24B | 6 advisors | Percentage of AUM | View | |
| FORESITE CAPITAL CRD 162823 | West Hollywood, CA | Advisory firm LLC | $3.24B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| AMERICAN REALTY ADVISORS CRD 107965 | Los Angeles, CA | Advisory firm LLC | $3.24B | 36 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LBC CREDIT PARTNERS CRD 157628 | Radnor, PA | Advisory firm LP | $3.24B | 89 advisors | Percentage of AUM; Performance-based fees | View | |
| GCP INVESTMENT ADVISOR, LLC CRD 171093 | Chicago, IL | Advisory firm LLC | $3.22B | 40 advisors | Percentage of AUM; Performance-based fees | View | |
| NASSAU CORAMERICA LLC CRD 334332 | El Segundo, CA | Advisory firm LLC | $3.22B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VANCE STREET CAPITAL LLC CRD 155758 | Los Angeles, CA | Advisory firm LLC | $3.22B | 21 advisors | Percentage of AUM; Performance-based fees | View |