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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 | |||||
|---|---|---|---|---|---|---|---|
| NORTHWALL CAPITAL LLP CRD 298653 | London | Advisory firm LLP | $2.99B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| DELTA GLOBAL CRD 327142 | New York, NY | Advisory firm LP | $2.99B | 9 advisors | Performance-based fees; REIMBURSEMENT OF EXPENSES | View | |
| ARENA INVESTORS, LP CRD 269854 | New York, NY | Advisory firm LP | $2.99B | 34 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC CRD 311351 | Manhattan Beach, CA | Advisory firm LLC | $2.98B | 33 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FAIRWAY WEALTH MANAGEMENT LLC CRD 311031 | Independence, OH | Advisory firm LLC | $2.98B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IMPACT PARTNERSHIP WEALTH, LLC CRD 313928 | Marietta, GA | Advisory firm LLC | $2.96B | 89 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PETERSON PARTNERS CRD 159450 | Salt Lake City, UT | Advisory firm LLC | $2.96B | 27 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NUTTER INVESTMENT ADVISORS CRD 105461 | Boston, MA | Advisory firm LP | $2.96B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CQS (US), LLC CRD 147329 | New York, NY | Advisory firm LLC | $2.96B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ACORN ADVISORY CAPITAL, L.P. CRD 133040 | New York, NY | Advisory firm LP | $2.96B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| CARDIFF PARK ADVISORS CRD 126752 | AZ | Advisory firm LLC | $2.96B | 1 advisors | Hourly charges; Fixed fees | View | |
| SFMG WEALTH ADVISORS CRD 107548 | Plano, TX | Advisory firm LLC | $2.96B | 16 advisors | Percentage of AUM; Fixed fees | View | |
| RESONANT CAPITAL ADVISORS, LLC CRD 298451 | Madison, WI | Advisory firm LLC | $2.96B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARCION PRIVATE WEALTH LLC CRD 305115 | Bellevue, WA | Advisory firm LLC | $2.95B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| COHEN & STEERS ASIA LIMITED CRD 135661 | Central | Advisory firm Other (specify) | $2.95B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| IWC INVESTMENT PARTNERS A/S CRD 287869 | Copenhagen | Advisory firm Other (specify) | $2.95B | 21 advisors | Hourly charges; Fixed fees | View | |
| BIRCH HILL INVESTMENT ADVISORS LLC CRD 143750 | Boston, MA | Advisory firm LLC | $2.95B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSET DEDICATION, LLC CRD 151988 | San Francisco, CA | Advisory firm LLC | $2.93B | 5 advisors | Percentage of AUM | View | |
| NORTHGATE CAPITAL, L.P. CRD 140214 | Danville, CA | Advisory firm LP | $2.93B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| PINEGROVE OPPORTUNITY PARTNERS, LLC CRD 170811 | San Francisco, CA | Advisory firm LLC | $2.93B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENHOUSE FUNDS LLLP CRD 169840 | Baltimore, MD | Advisory firm Other (specify) | $2.93B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CAMBIAR INVESTORS, LLC CRD 115093 | Denver, CO | Advisory firm LLC | $2.92B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SECURIS INVESTMENT PARTNERS LLP CRD 161295 | London | Advisory firm LLP | $2.92B | 19 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRANSCEND CAPITAL ADVISORS, LLC CRD 299723 | Madison, NJ | Advisory firm LLC | $2.91B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View |