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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 | |||||
|---|---|---|---|---|---|---|---|
| CREWE ADVISORS CRD 173920 | Salt Lake City, UT | Advisory firm LLC | $3.05B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ANSON FUNDS MANAGEMENT LP CRD 125109 | Dallas, TX | Advisory firm LP | $3.05B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ANTHOS CAPITAL CRD 165980 | Santa Monica, CA | Advisory firm LP | $3.04B | 21 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PRP REAL ASSETS ADVISORS, LLC CRD 338178 | Washington, DC | Advisory firm LLC | $3.04B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| PHARMAKON ADVISORS, LP CRD 161150 | New York, NY | Advisory firm LP | $3.04B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| JADIAN CAPITAL, LP CRD 291946 | Stamford, CT | Advisory firm LP | $3.04B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| OVERLAND ADVISORS, LLC CRD 325525 | New York, NY | Advisory firm LLC | $3.03B | 118 advisors | Percentage of AUM; Performance-based fees | View | |
| OBERMEYER WEALTH PARTNERS CRD 110069 | Aspen, CO | Advisory firm Other (specify) | $3.03B | 15 advisors | Percentage of AUM | View | |
| GIBSON CAPITAL, LLC CRD 148836 | Wexford, PA | Advisory firm LLC | $3.03B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADIGM GLOBAL INVESTORS CRD 338287 | Dallas, TX | Advisory firm LLC | $3.03B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CARRICK LANE LLC CRD 309148 | New York, NY | Advisory firm LLC | $3.03B | 6 advisors | Percentage of AUM | View | |
| NEW REPUBLIC PARTNERS CRD 310907 | Charlotte, NC | Advisory firm LLC | $3.03B | 21 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STRATEGIC GLOBAL ADVISORS, LLC CRD 286019 | Newport Beach, CA | Advisory firm LLC | $3.03B | 10 advisors | Percentage of AUM | View | |
| GLOBALT INVESTMENTS CRD 328039 | Atlanta, GA | Advisory firm LLC | $3.02B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AXS INVESTMENTS LLC CRD 305714 | Port Chester, NY | Advisory firm LLC | $3.02B | 4 advisors | Percentage of AUM | View | |
| ELM WEALTH CRD 167225 | Philadelphia, PA | Advisory firm LLC | $3.02B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CHESLEY, TAFT & ASSOCIATES, LLC CRD 111578 | Chicago, IL | Advisory firm LLC | $3.01B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| FS GLOBAL ADVISOR, LLC CRD 167620 | Philadelphia, PA | Advisory firm LLC | $3.01B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. CRD 142922 | New York, NY | Advisory firm LLC | $3.01B | 111 advisors | Percentage of AUM; Performance-based fees | View | |
| WP GLOBAL PARTNERS LLC CRD 135689 | Chicago, IL | Advisory firm LLC | $3.01B | 14 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ARGONAUT PRIVATE CAPITAL, LP CRD 283878 | Tulsa, OK | Advisory firm LP | $3.01B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLOCATE MANAGEMENT COMPANY, LLC CRD 316814 | Palo Alto, CA | Advisory firm LLC | $3.00B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LARCH CAPITAL PARTNERS LLC CRD 307653 | Miami, FL | Advisory firm LLC | $3.00B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| TRINITY HUNT MANAGEMENT, L.P. CRD 157410 | Dallas, TX | Advisory firm LP | $2.99B | 43 advisors | Percentage of AUM; Performance-based fees | View |