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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 | |||||
|---|---|---|---|---|---|---|---|
| STEEPROCK CAPITAL CRD 172775 | Greenwich, CT | Advisory firm LLC | $2.63B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| AB BROADLY SYNDICATED LOAN MANAGER LLC CRD 308135 | Nashville, TN | Advisory firm LLC | $2.62B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| POPULAR SECURITIES, LLC CRD 8096 | Hato Rey, PR | Advisory firm LLC | $2.62B | 45 advisors | Percentage of AUM; 12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES | View | |
| QUINN OPPORTUNITY PARTNERS CRD 167470 | Charlottesville, VA | Advisory firm LLC | $2.61B | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ARGOS CAPITAL PARTNERS, LLC CRD 116165 | St.. Louis, MO | Advisory firm LLC | $2.61B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| BEDFORD RIDGE CAPITAL CRD 310102 | New York, NY | Advisory firm LP | $2.61B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LL FUNDS CRD 161552 | Philadelphia, PA | Advisory firm LLC | $2.61B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| TRADITION WEALTH MANAGEMENT LLC CRD 128314 | Edina, MN | Advisory firm LLC | $2.60B | 30 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SORA INVESTORS CRD 317257 | Bryn Mawr, PA | Advisory firm LLC | $2.60B | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRAJAN WEALTH, L.L.C. CRD 158847 | Scottsdale, AZ | Advisory firm LLC | $2.60B | 46 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CHECCHI CAPITAL ADVISERS, LLC CRD 143478 | Beverly Hills, CA | Advisory firm LLC | $2.59B | 9 advisors | Percentage of AUM | View | |
| S2G INVESTMENTS, LLC CRD 330022 | Chicago, IL | Advisory firm LLC | $2.58B | 55 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EDISON PARTNERS MANAGEMENT, LLC CRD 310951 | Nashville, TN | Advisory firm LLC | $2.58B | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TYREE & D'ANGELO PARTNERS MANAGEMENT LP CRD 298088 | Chicago, IL | Advisory firm LP | $2.58B | 52 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NORTH HUDSON RESOURCE PARTNERS LP CRD 297155 | Houston, TX | Advisory firm LP | $2.58B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ICON WEALTH PARTNERS CRD 319609 | Houston, TX | Advisory firm LLC | $2.58B | 15 advisors | Percentage of AUM; REVENUE SHARING ON CREDIT, CASH, AND INSURANCE SOLUTIONS | View | |
| ZMC ADVISORS, L.P. CRD 161274 | New York, NY | Advisory firm LP | $2.58B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| RENOVUS ASSOCIATES, LLC CRD 314528 | Wayne, PA | Advisory firm LLC | $2.57B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| BRACKET CAPITAL CRD 291692 | West Hollywood, CA | Advisory firm LLC | $2.57B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| VESTAR CAPITAL PARTNERS, LLC CRD 155953 | New York, NY | Advisory firm LLC | $2.57B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| ARTHUR VENTURES CRD 326592 | Minneapolis, MN | Advisory firm LLC | $2.56B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| DUNES POINT CAPITAL, L.P. CRD 172538 | Rye, NY | Advisory firm LP | $2.56B | 31 advisors | Percentage of AUM; Performance-based fees | View | |
| GLASSMAN WEALTH SERVICES, LLC CRD 151478 | Vienna, VA | Advisory firm LLC | $2.56B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| MAS ADVISORS LLC CRD 165906 | Coral Gables, FL | Advisory firm LLC | $2.56B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View |