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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 | |||||
|---|---|---|---|---|---|---|---|
| CCMP CAPITAL CRD 140121 | New York, NY | Advisory firm LP | $2.23B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| KOSS-OLINGER CONSULTING, LLC. CRD 111855 | Gainesville, FL | Advisory firm LLC | $2.23B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| LBMC INVESTMENT ADVISORS, LLC CRD 108943 | Brentwood, TN | Advisory firm LLC | $2.23B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TWO SIGMA VENTURES, LP CRD 295416 | New York, NY | Advisory firm LP | $2.23B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| HUMAN INVESTING CRD 133017 | Lake Oswego, OR | Advisory firm LLC | $2.22B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOSTER DYKEMA CABOT & PARTNERS, LLC CRD 300282 | Waltham, MA | Advisory firm LLC | $2.22B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ARISTOTLE ATLANTIC PARTNERS, LLC CRD 285721 | Sarasota, FL | Advisory firm LLC | $2.22B | 7 employees | Percentage of AUM | View | |
| DETALUS ADVISORS, LLC CRD 117958 | St.. Louis, MO | Advisory firm LLC | $2.22B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| LONGRANGE CAPITAL, L.P. CRD 309379 | Stamford, CT | Advisory firm LP | $2.22B | 17 advisors | Fixed fees; CARRIED INTEREST | View | |
| TPG FINANCIAL ADVISORS, LLC CRD 141153 | Portland, OR | Advisory firm LLC | $2.22B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OCCUDO QUANTITATIVE STRATEGIES LP CRD 310070 | Fort Lauderdale, FL | Advisory firm LP | $2.22B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GOLDEN STATE WEALTH MANAGEMENT, LLC CRD 167995 | Powell, WY | Advisory firm LLC | $2.22B | 45 advisors | Percentage of AUM; FINANCIAL PLANNING FEE | View | |
| GRANDFIELD & DODD, LLC CRD 110971 | New York, NY | Advisory firm LLC | $2.21B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| ALPHAQUEST LLC CRD 285141 | New York, NY | Advisory firm LLC | $2.21B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| CRG CRD 132967 | Houston, TX | Advisory firm LP | $2.21B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| KOSMOS MANAGEMENT LLC CRD 164712 | Seattle, WA | Advisory firm LLC | $2.21B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FS STRUCTURED PRODUCTS ADVISOR, LLC CRD 301285 | Philadelphia, PA | Advisory firm LLC | $2.20B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| THE INVESTMENT HOUSE LLC CRD 163493 | Redondo Beach, CA | Advisory firm LLC | $2.20B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC CRD 151088 | Olympia, WA | Advisory firm LLC | $2.20B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC CRD 174433 | Boston, MA | Advisory firm LLC | $2.20B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAGA PARTNERS LP CRD 316791 | New York, NY | Advisory firm LP | $2.20B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INDEPENDENCE ASSET ADVISORS, LLC CRD 152963 | Wynnewood, PA | Advisory firm LLC | $2.19B | 5 advisors | Percentage of AUM | View | |
| GTIS PARTNERS CRD 156798 | New York, NY | Advisory firm LP | $2.19B | 82 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DSC MERIDIAN CAPITAL LP CRD 296590 | New York, NY | Advisory firm LP | $2.18B | 8 advisors | Percentage of AUM; Performance-based fees | View |