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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 | |||||
|---|---|---|---|---|---|---|---|
| FNY INVESTMENT ADVISERS, LLC CRD 295433 | New York, NY | Advisory firm LLC | $2.91B | 96 advisors | Percentage of AUM; Performance-based fees | View | |
| FLEXPATH STRATEGIES CRD 174306 | Aliso Viejo, CA | Advisory firm LLC | $2.91B | 3 advisors | Percentage of AUM | View | |
| RADCLIFF MANAGEMENT LLC CRD 287589 | New York, NY | Advisory firm LLC | $2.91B | 5 advisors | Performance-based fees; FEES BASED ON % OF INVESTOR COMMITMENT AMOUNTS & COMPANY FEES | View | |
| CANYON PARTNERS REAL ESTATE LLC CRD 107880 | Dallas, TX | Advisory firm LLC | $2.91B | 80 advisors | Percentage of AUM; Performance-based fees | View | |
| GLOBAL STRATEGIC RISK MANAGEMENT, LLC CRD 327157 | Providence, RI | Advisory firm LLC | $2.91B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CENTERBOOK PARTNERS LP CRD 312387 | Greenwich, CT | Advisory firm LP | $2.91B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| POINT OLEMA CAPITAL PARTNERS, L.P. CRD 304303 | San Francisco, CA | Advisory firm LP | $2.91B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| POLYCHAIN CAPITAL LP CRD 285022 | San Francisco, CA | Advisory firm LP | $2.90B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| SYLEBRA CAPITAL LLC CRD 316856 | Palo Alto, CA | Advisory firm LLC | $2.90B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FORT POINT CAPITAL PARTNERS LLC CRD 146759 | San Francisco, CA | Advisory firm LLC | $2.89B | 17 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LYNROCK LAKE LP CRD 292931 | Rye Brook, NY | Advisory firm LP | $2.89B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SMITH SALLEY WEALTH MANAGEMENT CRD 129614 | Greensboro, NC | Advisory firm LLC | $2.89B | 15 advisors | Percentage of AUM | View | |
| IMPACTASSETS CAPITAL PARTNERS PB LLC CRD 317840 | Bethesda, MD | Advisory firm LLC | $2.89B | 15 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| HARDY REED, LLC CRD 141024 | Tupelo, MS | Advisory firm LLC | $2.89B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DESCHUTES INVESTMENT CONSULTING, LLC CRD 155312 | Portland, OR | Advisory firm LLC | $2.89B | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DFW CAPITAL PARTNERS CRD 157337 | New York, NY | Advisory firm LLC | $2.89B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MAN INVESTMENT PARTNERS (US) LP CRD 282371 | New York, NY | Advisory firm LP | $2.88B | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| ELECTRIC CAPITAL PARTNERS, LLC CRD 296943 | Palo Alto, CA | Advisory firm LLC | $2.88B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| REGAL INVESTMENT ADVISORS LLC CRD 125004 | Kentwood, MI | Advisory firm LLC | $2.88B | 118 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LM ADVISORS LLC CRD 153940 | San Diego, CA | Advisory firm LLC | $2.88B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CAPITAL COUNSEL LLC CRD 109001 | New York, NY | Advisory firm LLC | $2.87B | 6 advisors | Percentage of AUM | View | |
| CASDIN CAPITAL, LLC CRD 169579 | New York, NY | Advisory firm LLC | $2.87B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ROCKWOOD WEALTH MANAGEMENT, LLC CRD 137481 | New Hope, PA | Advisory firm LLC | $2.87B | 48 advisors | Percentage of AUM; Fixed fees | View | |
| LEEWARD INVESTMENTS CRD 312557 | Boston, MA | Advisory firm LLC | $2.87B | 5 advisors | Percentage of AUM | View |