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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 | |||||
|---|---|---|---|---|---|---|---|
| CREATIVEONE SECURITIES, LLC CRD 152974 | Overland Park, KS | Advisory firm LLC | $2.54B | 123 advisors | Percentage of AUM; Hourly charges | View | |
| BLACKSTONE IRELAND FUND MANAGEMENT LIMITED CRD 292144 | Dublin 2 | Advisory firm Other (specify) | $2.54B | 408 advisors | Percentage of AUM; Performance-based fees | View | |
| VALIDUS CAPITAL LLC CRD 319212 | El Segundo, CA | Advisory firm LLC | $2.54B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC BLUEPRINT, LLC CRD 284840 | Atlanta, GA | Advisory firm LLC | $2.54B | 51 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| REVISOR WEALTH MANAGEMENT LLC CRD 169814 | Akron, OH | Advisory firm LLC | $2.53B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LOCORR FUND MANAGEMENT, LLC CRD 156247 | Excelsior, MN | Advisory firm LLC | $2.53B | 7 advisors | Percentage of AUM | View | |
| DUNDAS GLOBAL INVESTORS CRD 197522 | Edinburgh | Advisory firm LLP | $2.53B | 7 advisors | Percentage of AUM | View | |
| THE FIDUCIARY ALLIANCE CRD 284924 | Greenville, SC | Advisory firm LLC | $2.53B | 45 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CONSTELLATION WEALTH CAPITAL CRD 326917 | Chicago, IL | Advisory firm LLC | $2.52B | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| STONEBRIDGE CAPITAL ADVISORS LLC CRD 111447 | St.. Paul, MN | Advisory firm LLC | $2.52B | 13 advisors | Percentage of AUM | View | |
| TWINBEECH CAPITAL LP CRD 298583 | Purchase, NY | Advisory firm LP | $2.52B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| AMULET CAPITAL PARTNERS, L.P. CRD 172012 | Greenwich, CT | Advisory firm LP | $2.52B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| ARCUS CAPITAL PARTNERS, LLC CRD 147346 | Atlanta, GA | Advisory firm LLC | $2.51B | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| STEELHEAD PARTNERS, LLC CRD 116569 | Seattle, WA | Advisory firm LLC | $2.51B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NEW AGE ALPHA CRD 299011 | Rye, NY | Advisory firm LLC | $2.51B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| NO STREET GP LP CRD 299240 | San Francisco, CA | Advisory firm LP | $2.51B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| RKL PRIVATE WEALTH CRD 122693 | Lancaster, PA | Advisory firm LLC | $2.51B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAIN STREET FINANCIAL SOLUTIONS, LLC CRD 305834 | Newtown, PA | Advisory firm LLC | $2.51B | 35 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OWL VENTURES CRD 172513 | San Francisco, CA | Advisory firm LLC | $2.50B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| AZORA CAPITAL LP CRD 287621 | Miami, FL | Advisory firm LP | $2.50B | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SERVE CAPITAL PARTNERS CRD 284027 | Austin, TX | Advisory firm LLC | $2.50B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| METALMARK MANAGEMENT II LLC CRD 132008 | New York, NY | Advisory firm LLC | $2.50B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| PERENNIAL FINANCIAL SERVICES CRD 286477 | Los Angeles, CA | Advisory firm LLC | $2.50B | 39 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIRVIEW CAPITAL PARTNERS, LLC CRD 161258 | West Hartford, CT | Advisory firm LLC | $2.49B | 12 advisors | Percentage of AUM; Performance-based fees | View |