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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 | |||||
|---|---|---|---|---|---|---|---|
| CYNDEO WEALTH PARTNERS CRD 307781 | St.. Petersburg, FL | Advisory firm LLC | $3.15B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCKY MOUNTAIN ADVISERS, LLC CRD 148479 | Salina, KS | Advisory firm LLC | $3.15B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANTANDER SECURITIES CRD 41791 | Boston, MA | Advisory firm LLC | $3.14B | 108 advisors | Percentage of AUM | View | |
| STRATEGIC INCOME MANAGEMENT, LLC CRD 151956 | Seattle, WA | Advisory firm LLC | $3.14B | 3 advisors | Percentage of AUM | View | |
| ROMARK CREDIT ADVISORS LP CRD 298909 | New York, NY | Advisory firm LP | $3.13B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| S.W. MITCHELL CAPITAL LLP CRD 163494 | London | Advisory firm LLP | $3.13B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FAIRCOURT PARTNERS, LLC CRD 295508 | Lake Bluff, IL | Advisory firm LLC | $3.12B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| DISRUPTIVE TECHNOLOGY ADVISERS LLC CRD 164828 | Dallas, TX | Advisory firm LLC | $3.12B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIVE ELMS CAPITAL CRD 163548 | Kansas City, MO | Advisory firm LLC | $3.12B | 58 advisors | Percentage of AUM; Performance-based fees | View | |
| CONVERSANT CAPITAL LLC CRD 308201 | Summit, NJ | Advisory firm LLC | $3.12B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| EARNED WEALTH ADVISORS, LLC CRD 108052 | Walnut Creek, CA | Advisory firm LLC | $3.11B | 33 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCENTRIC CAPITAL STRATEGIES L.P. CRD 313057 | Stamford, CT | Advisory firm LP | $3.11B | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WINTHROP WEALTH CRD 288178 | Boston, MA | Advisory firm LLC | $3.10B | 27 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WINDJAMMER CAPITAL INVESTORS CRD 160396 | Newport Beach, CA | Advisory firm LP | $3.10B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| EAGLE GLOBAL ADVISORS LLC CRD 107306 | Houston, TX | Advisory firm LLC | $3.10B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SVB WEALTH CRD 172832 | Boston, MA | Advisory firm LLC | $3.10B | 36 advisors | Percentage of AUM; Fixed fees | View | |
| AMPERSAND CAPITAL PARTNERS CRD 161522 | Boston, MA | Advisory firm LLC | $3.09B | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| CALERA CAPITAL ADVISORS, LP CRD 158050 | San Francisco, CA | Advisory firm LP | $3.09B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| COOPER CREEK PARTNERS MANAGEMENT LLC CRD 157746 | New York, NY | Advisory firm LLC | $3.09B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| RED DOOR WEALTH MANAGEMENT, LLC CRD 153235 | Memphis, TN | Advisory firm LLC | $3.09B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EFFICIENT ADVISORS CRD 150144 | AL | Advisory firm LLC | $3.08B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| GLENEAGLES INVESTMENT ADVISORS, LLC CRD 312306 | Atlanta, GA | Advisory firm LLC | $3.08B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1900 WEALTH CRD 175346 | San Antonio, TX | Advisory firm LLC | $3.07B | 20 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| BERKELEY PARTNERS MANAGEMENT, LLC CRD 284163 | Oakland, CA | Advisory firm LLC | $3.06B | 17 advisors | Percentage of AUM; Performance-based fees | View |