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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 | |||||
|---|---|---|---|---|---|---|---|
| NICHOLS & PRATT ADVISERS LLP CRD 107113 | Boston, MA | Advisory firm LLP | $2.43B | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COMVEST ADVISORS LLC CRD 160753 | West Palm Beach, FL | Advisory firm LLC | $2.43B | 128 advisors | Percentage of AUM; Performance-based fees | View | |
| PACELINE EQUITY PARTNERS, LLC CRD 307683 | Dallas, TX | Advisory firm LLC | $2.43B | 37 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ROCK SPRINGS CAPITAL CRD 168648 | Baltimore, MD | Advisory firm LP | $2.43B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| VALEAS CAPITAL PARTNERS CRD 317369 | San Francisco, CA | Advisory firm LP | $2.43B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| BOULAY WEALTH CRD 111334 | Eden Prairie, MN | Advisory firm LLC | $2.42B | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ARCHITECTS, LLC CRD 135373 | Mountain View, CA | Advisory firm LLC | $2.42B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORECOMMODITY MANAGEMENT, LLC CRD 135810 | Stamford, CT | Advisory firm LLC | $2.41B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MOODY, LYNN, LIEBERSON & WALKER, LLC CRD 283549 | Boston, MA | Advisory firm LLC | $2.41B | 8 advisors | Percentage of AUM | View | |
| SENTRY ADVISORS, LLC CRD 174042 | San Francisco, CA | Advisory firm LLC | $2.41B | 4 advisors | Percentage of AUM | View | |
| ALIGN CAPITAL PARTNERS, LP CRD 284487 | Shaker Heights, OH | Advisory firm LP | $2.41B | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EFS ADVISORS CRD 115211 | Cambridge, MN | Advisory firm LLC | $2.40B | 52 advisors | Percentage of AUM; Hourly charges | View | |
| ALATUS CAPITAL LLC CRD 281625 | Geneva | Advisory firm LLC | $2.40B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HEARD CAPITAL LLC CRD 297176 | Chicago, IL | Advisory firm LLC | $2.40B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FBB CAPITAL PARTNERS CRD 108967 | Bethesda, MD | Advisory firm LLC | $2.39B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC CRD 149124 | Raleigh, NC | Advisory firm LLC | $2.39B | 87 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWSQUARE CAPITAL, LLC CRD 152430 | Newtown Square, PA | Advisory firm LLC | $2.39B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| DIGITAL ALPHA ADVISORS, LLC CRD 286351 | Henderson, NV | Advisory firm LLC | $2.39B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| RATSON ADVISORY LLC CRD 330091 | New York, NY | Advisory firm LLC | $2.39B | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SWAN GLOBAL INVESTMENTS, LLC CRD 114669 | Durango, CO | Advisory firm LLC | $2.39B | 5 advisors | Percentage of AUM | View | |
| SWAN GLOBAL MANAGEMENT CRD 173621 | Humacao, PR | Advisory firm LLC | $2.39B | 3 advisors | Percentage of AUM | View | |
| MUDITA MANAGEMENT CRD 315593 | London | Advisory firm LLP | $2.38B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| YELLOW WOOD PARTNERS CRD 161062 | Boston, MA | Advisory firm LLC | $2.38B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| WADDELL & ASSOCIATES, LLC CRD 283723 | Memphis, TN | Advisory firm LLC | $2.38B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View |