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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 | |||||
|---|---|---|---|---|---|---|---|
| CARRICK CAPITAL PARTNERS CRD 165915 | San Francisco, CA | Advisory firm LLC | $2.08B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| ARIS MANAGEMENT, LLC CRD 317315 | New York, NY | Advisory firm LLC | $2.08B | 912 advisors | Percentage of AUM; Performance-based fees | View | |
| ZANBATO ADVISORS LLC CRD 311620 | Mountain View, CA | Advisory firm LLC | $2.08B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MAREN CAPITAL CRD 319626 | Chicago, IL | Advisory firm LLC | $2.08B | 2 advisors | Percentage of AUM | View | |
| INDIVISIBLE PARTNERS CRD 332431 | Clearwater, FL | Advisory firm LLC | $2.08B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVER CANYON FUND MANAGEMENT LLC CRD 169465 | Dallas, TX | Advisory firm LLC | $2.08B | 55 advisors | Percentage of AUM | View | |
| GILLSON CAPITAL CRD 284079 | Chicago, IL | Advisory firm LP | $2.07B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWTYN MANAGEMENT, LLC CRD 161156 | New York, NY | Advisory firm LLC | $2.07B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SEGMENT WEALTH MANAGEMENT, LLC CRD 164877 | Houston, TX | Advisory firm LLC | $2.07B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVESTAR CAPITAL, LLC CRD 287525 | New York, NY | Advisory firm LLC | $2.07B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ELEQUIN CAPITAL, LP CRD 308371 | New York, NY | Advisory firm LP | $2.07B | 13 advisors | Performance-based fees | View | |
| PHOENIX MERCHANT PARTNERS, LP CRD 324381 | Rye, NY | Advisory firm LP | $2.06B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| M.D. SASS, LLC CRD 110590 | New York, NY | Advisory firm LLC | $2.06B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ALBION RIVER CRD 322098 | Rockville, MD | Advisory firm LLC | $2.06B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FLAT FOOTED LLC CRD 291593 | Wilson, WY | Advisory firm LLC | $2.06B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MADISON AVENUE SOLUTIONS, LLC CRD 307461 | Chicago, IL | Advisory firm LLC | $2.06B | 1 employees | Percentage of AUM | View | |
| SOUTHFIELD CAPITAL LP CRD 163023 | Greenwich, CT | Advisory firm LP | $2.06B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| PLEASANT LAKE PARTNERS LLC CRD 304281 | Rincon, PR | Advisory firm LLC | $2.06B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| QUENT CAPITAL, LLC CRD 308203 | New York, NY | Advisory firm LLC | $2.05B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CHURCHILL DLC ADVISOR LLC CRD 304945 | New York, NY | Advisory firm LLC | $2.05B | 79 advisors | Percentage of AUM; Performance-based fees | View | |
| CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. CRD 339944 | Monaco, Monaco | Advisory firm Other (specify) | $2.05B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| APPLIED FINANCE ADVISORS, LLC CRD 140054 | San Antonio, TX | Advisory firm LLC | $2.05B | 4 advisors | Percentage of AUM | View | |
| D/B/A THE DAVIS COMPANIES OR DAVIS CRD 161888 | Boston, MA | Advisory firm LLC | $2.05B | 43 advisors | Percentage of AUM; Performance-based fees | View | |
| NATURAL INVESTMENTS CRD 113348 | AZ | Advisory firm LLC | $2.05B | 24 advisors | Percentage of AUM · Hourly charges +1 more | View |