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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 | |||||
|---|---|---|---|---|---|---|---|
| CUMBERLAND ADVISORS CRD 107964 | Sarasota, FL | Advisory firm LLC | $3.22B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FS DIGITAL INFRASTRUCTURE ADVISOR, LLC CRD 338274 | Philadelphia, PA | Advisory firm LLC | $3.21B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT CRD 109698 | Coral Gables, FL | Advisory firm LLC | $3.21B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEO WEALTH, LLC CRD 283891 | Edison, NJ | Advisory firm LLC | $3.21B | 31 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRINCIPLE WEALTH CRD 290180 | Madison, CT | Advisory firm LLC | $3.20B | 22 advisors | Percentage of AUM; Fixed fees | View | |
| PROSPERITY - AN EISNERAMPER COMPANY CRD 133777 | Owings Mills, MD | Advisory firm LLC | $3.20B | 56 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOGART WEALTH, LLC CRD 283886 | Mclean, VA | Advisory firm LLC | $3.19B | 29 advisors | Percentage of AUM | View | |
| GREENBELT CAPITAL PARTNERS CRD 322516 | Austin, TX | Advisory firm LP | $3.19B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTES CAPITAL, LLC CRD 331481 | CA | Advisory firm LLC | $3.19B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KA FUND ADVISORS, LLC CRD 141037 | Houston, TX | Advisory firm LLC | $3.19B | 10 advisors | Percentage of AUM | View | |
| LUTZ FINANCIAL CRD 117273 | Omaha, NE | Advisory firm LLC | $3.19B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FITZWALTER CAPITAL (US) LLC CRD 311629 | New York, NY | Advisory firm LLC | $3.19B | 8 advisors | Fixed fees | View | |
| ALTERRA IOS MANAGER, LLC CRD 324445 | Radnor, PA | Advisory firm LLC | $3.19B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| FOURSIXTHREE CAPITAL LP CRD 311299 | New York, NY | Advisory firm LP | $3.18B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| GIRARD ADVISORY SERVICES, LLC CRD 39163 | King Of Prussia, PA | Advisory firm LLC | $3.18B | 40 advisors | Percentage of AUM; Fixed fees | View | |
| LCP INSTITUTIONAL, LLC CRD 325133 | Atlanta, GA | Advisory firm LLC | $3.18B | 4 advisors | Percentage of AUM; FINANCIAL PLANNING | View | |
| EHLERS CRD 146385 | Minneapolis, MN | Advisory firm LLC | $3.17B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VMG PARTNERS II, LLC CRD 157720 | San Francisco, CA | Advisory firm LLC | $3.17B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| MIDLAND WEALTH MANAGEMENT CRD 324997 | Effingham, IL | Advisory firm LLC | $3.16B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TENNENBAUM CAPITAL PARTNERS, LLC CRD 113203 | Santa Monica, CA | Advisory firm LLC | $3.16B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NORTH SQUARE INVESTMENTS, LLC CRD 294355 | Chicago, IL | Advisory firm LLC | $3.15B | 27 employees | Percentage of AUM | View | |
| AVESI PARTNERS LLC CRD 314570 | Stamford, CT | Advisory firm LLC | $3.15B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| ANTHELION CAPITAL PARTNERS LLC CRD 328009 | New York, NY | Advisory firm LLC | $3.15B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| BOW RIVER CAPITAL CRD 156765 | Denver, CO | Advisory firm LLC | $3.15B | 37 advisors | Percentage of AUM · Performance-based fees +1 more | View |