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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 | |||||
|---|---|---|---|---|---|---|---|
| MOORSTONE, L.P. CRD 339519 | New York, NY | Advisory firm LP | $2.18B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| OREI ADVISORS LP CRD 284241 | Austin, TX | Advisory firm LP | $2.18B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| PACIFIC LAKE PARTNERS, L.L.C. CRD 160377 | Boston, MA | Advisory firm LLC | $2.18B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| CAI MANAGER LP CRD 310205 | Mill Valley, CA | Advisory firm LP | $2.18B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| ASCEND PARTNERS CRD 310515 | New York, NY | Advisory firm LP | $2.18B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MERCER INVESTMENT SOLUTIONS LLC CRD 155919 | New York, NY | Advisory firm LLC | $2.17B | 21 advisors | Percentage of AUM · Fixed fees +3 more | View | |
| SAMSARA BIOCAPITAL, LLC CRD 288114 | CA | Advisory firm LLC | $2.17B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| PINNACLE PENSION CONSULTANTS LLC CRD 133442 | Needham, MA | Advisory firm LLC | $2.17B | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RESURGENS TECHNOLOGY ADVISORS, L.P. CRD 293042 | Atlanta, GA | Advisory firm LP | $2.17B | 34 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OCTAVIA WEALTH ADVISORS LLC CRD 306909 | Cincinnati, OH | Advisory firm LLC | $2.15B | 31 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARTFORD FUNDS CRD 130373 | Wayne, PA | Advisory firm LLC | $2.15B | 34 advisors | Percentage of AUM | View | |
| MERIDIEM CAPITAL PARTNERS LP CRD 318498 | Dallas, TX | Advisory firm LP | $2.15B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| OMNI BRIDGEWAY MANAGEMENT (USA) LLC CRD 298001 | New York, NY | Advisory firm LLC | $2.15B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| EVOLVE PRIVATE WEALTH, LLC CRD 333932 | Los Angeles, CA | Advisory firm LLC | $2.15B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ROOT FINANCIAL PARTNERS CRD 290289 | Austin, TX | Advisory firm LLC | $2.15B | 59 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE ADVISORY CRD 170043 | Redmond, WA | Advisory firm LLC | $2.14B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| TIVERTON ADVISORS, LLC CRD 305331 | Raleigh, NC | Advisory firm LLC | $2.14B | 34 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RAM REALTY ADVISORS LLC CRD 160238 | Palm Beach Gardens, FL | Advisory firm LLC | $2.14B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| VAN HULZEN FINANCIAL ADVISORS CRD 116632 | El Dorado Hills, CA | Advisory firm LLC | $2.14B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COASTEDGE PARTNERS, LLC CRD 149685 | San Diego, CA | Advisory firm LLC | $2.14B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| NEXPHASE CAPITAL, LP CRD 281893 | New York, NY | Advisory firm LP | $2.14B | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| RP MANAGEMENT, LLC CRD 161569 | New York, NY | Advisory firm LLC | $2.14B | 1 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| KINTEGRAL ADVISORY, LLC CRD 164160 | New York, NY | Advisory firm LLC | $2.14B | 10 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| NFC INVESTMENTS, LLC CRD 132844 | Memphis, TN | Advisory firm LLC | $2.14B | 5 advisors | Percentage of AUM; Performance-based fees | View |