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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 | |||||
|---|---|---|---|---|---|---|---|
| DW PARTNERS, LP CRD 155459 | New York, NY | Advisory firm LP | $2.27B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| BEAIRD HARRIS CRD 107238 | Dallas, TX | Advisory firm LLC | $2.27B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| SANDTON CAPITAL PARTNERS, LP CRD 160364 | New York, NY | Advisory firm LP | $2.27B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CRAMER ROSENTHAL MCGLYNN LLC CRD 107911 | Stamford, CT | Advisory firm LLC | $2.27B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| WIL, LLC CRD 170737 | Palo Alto, CA | Advisory firm LLC | $2.27B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| CALIFORNIA FINANCIAL ADVISORS CRD 110152 | San Ramon, CA | Advisory firm LLC | $2.26B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERALD INVESTMENT ADVISERS, LLC CRD 338769 | Leola, PA | Advisory firm LLC | $2.26B | 12 advisors | Percentage of AUM | View | |
| WATERLOO CAPITAL CRD 133705 | Austin, TX | Advisory firm Partnership | $2.26B | 44 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RUBICON FOUNDERS, LLC CRD 315631 | Nashville, TN | Advisory firm LLC | $2.26B | 35 advisors | Percentage of AUM; Performance-based fees | View | |
| EXCELLERE PARTNERS CRD 142904 | Denver, CO | Advisory firm LLC | $2.26B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LOGOS GLOBAL MANAGEMENT, L.P. CRD 305162 | San Francisco, CA | Advisory firm LP | $2.25B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| M SQUARE INVESTIMENTOS LTDA. CRD 336712 | Sao Paulo | Advisory firm Other (specify) | $2.25B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CORNERSTONE ADVISORY CRD 142359 | Hunt Valley, MD | Advisory firm LLC | $2.25B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TENG YUE PARTNERS, L.P. CRD 162895 | New York, NY | Advisory firm LP | $2.25B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD CRD 331389 | Mumbai, CA | Advisory firm Other (specify) | $2.24B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| TWELVE POINTS WEALTH MANAGEMENT CRD 171107 | Concord, MA | Advisory firm LLC | $2.24B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROWNING WEST LP CRD 304702 | Los Angeles, CA | Advisory firm LP | $2.24B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TROLUCE CAPITAL ADVISORS LLC CRD 313120 | Dorado, PR | Advisory firm LLC | $2.24B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BSW WEALTH PARTNERS CRD 107485 | Boulder, CO | Advisory firm Other (specify) | $2.24B | 20 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PASSAIC PARTNERS LLC CRD 313290 | Newark, NJ | Advisory firm LLC | $2.24B | 3 advisors | Percentage of AUM | View | |
| ABSOLUTE INVESTMENT ADVISERS, LLC CRD 132436 | Rosemary Beach, FL | Advisory firm LLC | $2.23B | 7 advisors | Percentage of AUM | View | |
| RETHINK CAPITAL PARTNERS, LLC CRD 171118 | White Plains, NY | Advisory firm LLC | $2.23B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EIV CAPITAL, LLC CRD 169111 | Houston, TX | Advisory firm LLC | $2.23B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| CHURCHILL PCIF ADVISOR LLC CRD 329140 | New York, NY | Advisory firm LLC | $2.23B | 79 advisors | Percentage of AUM; Performance-based fees | View |