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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 | |||||
|---|---|---|---|---|---|---|---|
| ANCHOR CAPITAL ADVISORS LLC CRD 105540 | Boston, MA | Advisory firm LLC | $2.37B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMMODORE CAPITAL CRD 304370 | New York, NY | Advisory firm LP | $2.37B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CENDANA CAPITAL CRD 165555 | San Francisco, CA | Advisory firm LLC | $2.37B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EOC PARTNERS ADVISORS L.P. CRD 321653 | Houston, TX | Advisory firm LP | $2.37B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WHITMAN/PETERSON, LLC CRD 296087 | Westlake Village, CA | Advisory firm LLC | $2.37B | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| CARTENNA CAPITAL CRD 307688 | Stamford, CT | Advisory firm LP | $2.36B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW 2ND CAPITAL CRD 292254 | New York, NY | Advisory firm LP | $2.36B | 12 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| STAIRWAY PARTNERS, LLC CRD 133157 | Minneapolis, MN | Advisory firm LLC | $2.36B | 4 advisors | Percentage of AUM | View | |
| APOLLO CAPITAL CREDIT ADVISER, LLC CRD 286485 | New York, NY | Advisory firm LLC | $2.35B | 912 advisors | Percentage of AUM | View | |
| IFC ADVISORS LLC CRD 332157 | Los Angeles, CA | Advisory firm LLC | $2.34B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| FFT WEALTH MANAGEMENT CRD 151225 | Philadelphia, PA | Advisory firm LLC | $2.34B | 24 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SPRUCEVIEW CAPITAL PARTNERS LLC CRD 171963 | Denver, CO | Advisory firm LLC | $2.34B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AFBI LP CRD 331428 | Miami Beach, FL | Advisory firm LP | $2.34B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| WITHUM WEALTH MANAGEMENT CRD 158332 | Red Bank, NJ | Advisory firm LLC | $2.34B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACTUSRAYPARTNERS LIMITED CRD 313897 | Hong Kong | Advisory firm Other (specify) | $2.34B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| EMPROS CAPITAL LLC CRD 293159 | San Francisco, CA | Advisory firm LLC | $2.34B | 9 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| UBS REALTY INVESTORS LLC CRD 107758 | Hartford, CT | Advisory firm LLC | $2.34B | 25 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| EVERSIDE CAPITAL PARTNERS CRD 289799 | New York, NY | Advisory firm LLC | $2.34B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| BALDWIN WEALTH PARTNERS, LLC CRD 105343 | Marion, MA | Advisory firm LLC | $2.33B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CIVC PARTNERS CRD 157330 | Chicago, IL | Advisory firm LP | $2.33B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| ISAM FUNDS (UK) LIMITED CRD 307680 | London | Advisory firm Other (specify) | $2.33B | 44 advisors | Percentage of AUM; Performance-based fees | View | |
| ISAM FUNDS (USA) LLC CRD 307934 | Boca Raton, FL | Advisory firm LLC | $2.33B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLC CRD 284980 | New York, NY | Advisory firm LLC | $2.33B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SENTRY, LLC CRD 150593 | Memphis, TN | Advisory firm LLC | $2.33B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View |