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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 | |||||
|---|---|---|---|---|---|---|---|
| GMO SINGAPORE PTE. LIMITED CRD 169321 | Singapore | Advisory firm Other (specify) | $2.13B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LAWLEY RETIREMENT ADVISORS CRD 282786 | Buffalo, NY | Advisory firm LLC | $2.13B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROUNDVIEW CAPITAL, LLC CRD 148083 | Princeton, NJ | Advisory firm LLC | $2.13B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| DOUBLELINE ETF ADVISER LP CRD 317415 | Tampa, FL | Advisory firm LP | $2.13B | 89 advisors | Percentage of AUM | View | |
| TOWER ARCH CAPITAL CRD 169057 | Draper, UT | Advisory firm LP | $2.12B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| ENLIGHTENMENT CAPITAL CRD 166422 | Chevy Chase, MD | Advisory firm LLC | $2.12B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| VELOCITY CAPITAL ADVISORS LLC CRD 322722 | New York, NY | Advisory firm LLC | $2.12B | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SUNCOAST EQUITY MANAGEMENT, LLC CRD 108289 | Tampa, FL | Advisory firm LLC | $2.11B | 7 advisors | Percentage of AUM | View | |
| NEW ENGLAND RETIREMENT CONSULTANTS, LLC CRD 141573 | Boston, MA | Advisory firm LLC | $2.11B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| VANDERBILT ADVISORY SERVICES CRD 116537 | Woodbury, NY | Advisory firm LLC | $2.11B | 144 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DISTILLATE CAPITAL PARTNERS LLC CRD 297521 | Chicago, IL | Advisory firm LLC | $2.11B | 3 advisors | Percentage of AUM | View | |
| GREYLION PARTNERS LP CRD 308336 | New York, NY | Advisory firm LP | $2.11B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| GERCHEN CAPITAL PARTNERS CRD 316524 | Chicago, IL | Advisory firm LLC | $2.11B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRANSAMERICA FINANCIAL ADVISORS, LLC CRD 16164 | Philadelphia, PA | Advisory firm LLC | $2.11B | 991 advisors | Percentage of AUM | View | |
| THE WEALTH ALLIANCE, LLC CRD 305052 | Melville, NY | Advisory firm LLC | $2.10B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVY FEDERAL INVESTMENT SERVICES, LLC CRD 138459 | Vienna, VA | Advisory firm LLC | $2.10B | 147 advisors | Percentage of AUM | View | |
| BLUE GROTTO CAPITAL, LLC CRD 299869 | Atlanta, GA | Advisory firm LLC | $2.10B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LONG RIDGE EQUITY PARTNERS CRD 163730 | New York, NY | Advisory firm LP | $2.10B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| QUADRANT PRIVATE WEALTH MANAGEMENT, LLC CRD 277044 | Center Valley, PA | Advisory firm LLC | $2.10B | 12 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ASCENTIS INDEPENDENT ADVISORS, LLC CRD 322879 | Dallas, TX | Advisory firm LLC | $2.09B | 39 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SUNDANCE BAY CRD 301868 | Salt Lake City, UT | Advisory firm LLC | $2.09B | 43 advisors | Percentage of AUM; Performance-based fees | View | |
| EMERALD MUTUAL FUND ADVISERS TRUST CRD 135130 | Leola, PA | Advisory firm Other (specify) | $2.09B | 5 advisors | Percentage of AUM | View | |
| GOLDFINCH PARTNERS CRD 300919 | Bellevue, WA | Advisory firm LP | $2.09B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. CRD 160366 | Rio De Janeiro | Advisory firm Other (specify) | $2.08B | 23 advisors | Percentage of AUM; Performance-based fees | View |