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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 | |||||
|---|---|---|---|---|---|---|---|
| BELZBERG & CO. CRD 315114 | New York, NY | Advisory firm LLC | $2.33B | 14 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| CAPITA FINANCIAL NETWORK, LLC CRD 290558 | Draper, UT | Advisory firm LLC | $2.32B | 22 advisors | Percentage of AUM | View | |
| PPC ENTERPRISES LLC CRD 165075 | New York, NY | Advisory firm LLC | $2.32B | 27 advisors | Fixed fees; Performance-based fees | View | |
| MILLIMAN ADVISORS, LLC CRD 112245 | Seattle, WA | Advisory firm LLC | $2.32B | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OXFORD LANE MANAGEMENT, LLC CRD 154380 | Greenwich, CT | Advisory firm LLC | $2.31B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ARLINGTON PARTNERS LLC CRD 109335 | Birmingham, AL | Advisory firm LLC | $2.31B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| TIPTREE ADVISORS, LLC CRD 137758 | New York, NY | Advisory firm LLC | $2.31B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| SAGEVIEW CAPITAL LP CRD 159560 | Greenwich, CT | Advisory firm LP | $2.31B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| GARNET CREDIT MANAGEMENT LLC CRD 334755 | New York, NY | Advisory firm LLC | $2.30B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| A.G.P / ALLIANCE GLOBAL PARTNERS CRD 8361 | Westport, CT | Advisory firm LLC | $2.30B | 140 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RSW INVESTMENTS CRD 302023 | Summit, NJ | Advisory firm LLC | $2.30B | 6 advisors | Percentage of AUM | View | |
| VARADERO CAPITAL, L.P. CRD 159183 | New York, NY | Advisory firm LP | $2.29B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SUMMIT GLOBAL INVESTMENTS, LLC CRD 157091 | Bountiful, UT | Advisory firm LLC | $2.29B | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VERUS CAPITAL PARTNERS, LLC CRD 151568 | Scottsdale, AZ | Advisory firm LLC | $2.29B | 45 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KA CREDIT ADVISORS, LLC CRD 306753 | Houston, TX | Advisory firm LLC | $2.29B | 35 advisors | Percentage of AUM; Performance-based fees | View | |
| JANA PARTNERS MANAGEMENT, LP CRD 292832 | New York, NY | Advisory firm LP | $2.29B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FIDELIS CAPITAL CRD 322287 | Tampa, FL | Advisory firm LLC | $2.28B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| SELLWOOD INVESTMENT PARTNERS LLC CRD 164696 | Portland, OR | Advisory firm LLC | $2.28B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GAMMA INVESTING LLC CRD 312573 | CA | Advisory firm LLC | $2.28B | 7 advisors | Percentage of AUM | View | |
| MONECO ADVISORS CRD 171922 | Fairfield, CT | Advisory firm LLC | $2.28B | 44 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUANTUM ADVISORS PRIVATE LIMITED CRD 141476 | Mumbai | Advisory firm Other (specify) | $2.28B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| GATEWAY WEALTH PARTNERS, LLC CRD 322789 | Appleton, WI | Advisory firm LLC | $2.28B | 83 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARROYO ENERGY INVESTMENT PARTNERS LLC CRD 173735 | Spring, TX | Advisory firm LLC | $2.28B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| VESTOR CAPITAL, LLC CRD 165855 | Chicago, IL | Advisory firm LLC | $2.28B | 24 advisors | Percentage of AUM · Fixed fees +1 more | View |