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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 | |||||
|---|---|---|---|---|---|---|---|
| TIMOTHY PARTNERS, LTD. CRD 41835 | Maitland, FL | Advisory firm LP | $2.86B | 3 advisors | Percentage of AUM | View | |
| WATERS, PARKERSON & CO., LLC CRD 3711 | New Orleans, LA | Advisory firm LLC | $2.86B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BLOCKCHAIN CAPITAL, LLC CRD 283610 | San Francisco, CA | Advisory firm LLC | $2.86B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| VERIS WEALTH PARTNERS, LLC CRD 143588 | Oakland, CA | Advisory firm LLC | $2.86B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORT CAPITAL LLC CRD 206517 | Chicago, IL | Advisory firm LLC | $2.85B | 5 advisors | Percentage of AUM | View | |
| LEGACY KNIGHT MFO, LLC CRD 305927 | Dallas, TX | Advisory firm LLC | $2.85B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MASLOW WEALTH ADVISORS CRD 107722 | Austin, TX | Advisory firm LLC | $2.84B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EDGEWATER SERVICES, LLC CRD 159926 | Chicago, IL | Advisory firm LLC | $2.84B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| RAITH CAPITAL PARTNERS CRD 166815 | New York, NY | Advisory firm LLC | $2.83B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| QUANTITATIVE SYSTEMATIC STRATEGIES LLC CRD 165895 | St.. Augustine, FL | Advisory firm LLC | $2.83B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EASTERLY INVESTMENT PARTNERS LLC CRD 299607 | Beverly, MA | Advisory firm LLC | $2.83B | 27 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TREK FINANCIAL CRD 109376 | Scottsdale, AZ | Advisory firm LLC | $2.82B | 55 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARINER INSTITUTIONAL, LLC CRD 111964 | Winter Park, FL | Advisory firm LLC | $2.82B | 148 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWO SEAS CAPITAL LP CRD 310191 | Rye, NY | Advisory firm LP | $2.82B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| PEARL DIVER CAPITAL LLP CRD 283834 | London | Advisory firm LLP | $2.82B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| CLOUD CAPITAL ADVISORS LLC CRD 314113 | Washington, DC | Advisory firm LLC | $2.82B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MAIN MANAGEMENT ETF ADVISORS, LLC CRD 288558 | San Francisco, CA | Advisory firm LLC | $2.82B | 25 advisors | Percentage of AUM | View | |
| LUBERT-ADLER MANAGEMENT COMPANY, L.P. CRD 155201 | Philadelphia, PA | Advisory firm LP | $2.81B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CORDOBA ADVISORY PARTNERS LLC CRD 310199 | New York, NY | Advisory firm LLC | $2.81B | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ANGELES WEALTH MANAGEMENT, LLC CRD 159952 | Santa Monica, CA | Advisory firm LLC | $2.81B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| PEAKLINE PARTNERS, LLC CRD 306449 | Chicago, IL | Advisory firm LLC | $2.81B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| WILLOW TREE CREDIT PARTNERS LP CRD 287810 | New York, NY | Advisory firm LP | $2.80B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAPITALSPRING CRD 161372 | Nashville, TN | Advisory firm LLC | $2.80B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| AVENIR MANAGEMENT COMPANY, LLC CRD 288045 | New York, NY | Advisory firm LLC | $2.79B | 11 advisors | Percentage of AUM; Performance-based fees | View |