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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 | |||||
|---|---|---|---|---|---|---|---|
| HAUN VENTURES MANAGEMENT LP CRD 318409 | Menlo Park, CA | Advisory firm LP | $2.49B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WHISTLER CAPITAL PARTNERS LLC CRD 316528 | Nashville, TN | Advisory firm LLC | $2.49B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVER HILL ENERGY PARTNERS, LP CRD 307537 | Dallas, TX | Advisory firm LP | $2.49B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CORNERSTONE WEALTH CRD 289971 | Huntersville, NC | Advisory firm LLC | $2.49B | 50 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TZP MANAGEMENT ASSOCIATES, LLC CRD 160907 | New York, NY | Advisory firm LLC | $2.49B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| SEIZERT CAPITAL PARTNERS CRD 108954 | Birmingham, MI | Advisory firm LLC | $2.48B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LVW ADVISORS, LLC CRD 159403 | Pittsford, NY | Advisory firm LLC | $2.47B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| REINHART PARTNERS, LLC CRD 106432 | Mequon, WI | Advisory firm LLC | $2.47B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| KEPOS CAPITAL LP CRD 156361 | New York, NY | Advisory firm LP | $2.47B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| ALIGN VENTURES CRD 323154 | FL | Advisory firm LLC | $2.46B | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OXBOW ADVISORS, LLC CRD 156393 | Austin, TX | Advisory firm LLC | $2.46B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVERHART ADVISORS CRD 107091 | Dublin, OH | Advisory firm Other (specify) | $2.46B | 28 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHUFRO, ROSE & CO., LLC CRD 3403 | New York, NY | Advisory firm LLC | $2.46B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| ANALOG CENTURY MANAGEMENT LP CRD 298760 | New York, NY | Advisory firm LP | $2.45B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| RZH ADVISORS LLC CRD 125696 | Stamford, CT | Advisory firm LLC | $2.45B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAS INVESTMENT PARTNERS, LLC CRD 170071 | Westport, CT | Advisory firm LLC | $2.45B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| JAFFE TILCHIN INVESTMENT PARTNERS, LLC CRD 143608 | Tampa, FL | Advisory firm LLC | $2.45B | 36 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MEDALIST PARTNERS LP CRD 292747 | New York, NY | Advisory firm LP | $2.44B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| DOMINI IMPACT INVESTMENTS LLC CRD 109505 | New York, NY | Advisory firm LLC | $2.44B | 13 advisors | Percentage of AUM | View | |
| BALANCE POINT CAPITAL ADVISORS, LLC CRD 264789 | Westport, CT | Advisory firm LLC | $2.44B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INFRARED CAPITAL PARTNERS (US) LLC CRD 310401 | New York, NY | Advisory firm LLC | $2.44B | 21 advisors | MANAGEMENT FEE & INVESTMENT FEE | View | |
| GRYPHON FINANCIAL PARTNERS CRD 288210 | Columbus, OH | Advisory firm LLC | $2.44B | 15 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PERMIAN CRD 156893 | Dallas, TX | Advisory firm LP | $2.43B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| BLEICHROEDER LP CRD 304295 | New York, NY | Advisory firm LP | $2.43B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View |