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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 | |||||
|---|---|---|---|---|---|---|---|
| GUARDIAN WEALTH ADVISORS, LLC CRD 305412 | Raleigh, NC | Advisory firm LLC | $2.74B | 30 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEARBORN PARTNERS L.L.C. CRD 108147 | Chicago, IL | Advisory firm LLC | $2.74B | 13 advisors | Percentage of AUM | View | |
| DW HEALTHCARE PARTNERS CRD 160555 | Park City, UT | Advisory firm LLC | $2.74B | 29 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ABNER HERRMAN & BROCK, LLC CRD 8517 | Jersey City, NJ | Advisory firm LLC | $2.74B | 5 advisors | Percentage of AUM | View | |
| BISON WEALTH, LLC CRD 299805 | Atlanta, GA | Advisory firm LLC | $2.74B | 65 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK CHAMBER PARTNERS, LLC CRD 306359 | Washington, DC | Advisory firm LLC | $2.74B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| CFS INVESTMENT ADVISORY SERVICES LLC CRD 106577 | Totowa, NJ | Advisory firm LLC | $2.73B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| DC GLOBAL VENTURES CRD 293073 | Menlo Park, CA | Advisory firm Other (specify) | $2.73B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| KBS REALTY ADVISORS, LLC CRD 119662 | Newport Beach, CA | Advisory firm LLC | $2.72B | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC CRD 311808 | New York, NY | Advisory firm LLC | $2.72B | 19 advisors | Percentage of AUM; ORIGINATION FEES, EXIT FEES | View | |
| PPM LOAN MANAGEMENT COMPANY 2, LLC CRD 297186 | Chicago, IL | Advisory firm LLC | $2.72B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| EIR PARTNERS CAPITAL, LP CRD 319010 | Miami, FL | Advisory firm LP | $2.72B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| INNOCAP INVESTMENT ADVISERS, LLC. CRD 324591 | New York, NY | Advisory firm LLC | $2.71B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MANGROVE PARTNERS CRD 162296 | Greenwich, CT | Advisory firm LLC | $2.71B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ARS INVESTMENT PARTNERS, LLC CRD 5845 | New York, NY | Advisory firm LLC | $2.71B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| 1SHARPE CAPITAL LLC CRD 285866 | San Francisco, CA | Advisory firm LLC | $2.70B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| MCP MANAGEMENT, LP CRD 324518 | Austin, TX | Advisory firm LP | $2.70B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TCW PT MANAGEMENT COMPANY LLC CRD 333068 | Los Angeles, CA | Advisory firm LLC | $2.70B | 38 advisors | Percentage of AUM; Performance-based fees | View | |
| HOOK MILL CAPITAL PARTNERS, LP CRD 316354 | New York, NY | Advisory firm LP | $2.70B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVANCED PORTFOLIO MANAGEMENT, LLC CRD 138769 | New York, NY | Advisory firm LLC | $2.70B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC CRD 167429 | Indianapolis, IN | Advisory firm LLC | $2.70B | 3 advisors | Percentage of AUM | View | |
| BREAKTHROUGH PROPERTIES CRD 309668 | Los Angeles, CA | Advisory firm LLC | $2.69B | 21 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NPF INVESTMENT ADVISORS CRD 104683 | Grand Rapids, MI | Advisory firm LLP | $2.69B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOBI CAPITAL LLC CRD 151427 | Beverly Hills, CA | Advisory firm LLC | $2.69B | 4 advisors | Percentage of AUM; Performance-based fees | View |