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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 | |||||
|---|---|---|---|---|---|---|---|
| INSCRIPTION CAPITAL, LLC CRD 291780 | Houston, TX | Advisory firm LLC | $2.05B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOFI WEALTH LLC CRD 167958 | San Francisco, CA | Advisory firm LLC | $2.05B | 15 advisors | Percentage of AUM | View | |
| ADVICEONE ADVISORY SERVICES, LLC CRD 111614 | Glastonbury, CT | Advisory firm LLC | $2.05B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| CRESTA FUND MANAGEMENT LLC CRD 288079 | Dallas, TX | Advisory firm LLC | $2.04B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| DOYENNE WEALTH ADVISORS CRD 315995 | Chicago, IL | Advisory firm LLC | $2.04B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| VOLATILITY SHARES LLC CRD 321955 | Palm Beach Gardens, FL | Advisory firm LLC | $2.04B | 10 advisors | Percentage of AUM | View | |
| MINOT DEBLOIS ADVISORS LLC CRD 140170 | Boston, MA | Advisory firm LLC | $2.04B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE ROAD MANAGEMENT, L.P. CRD 169845 | New York, NY | Advisory firm LP | $2.04B | 6 advisors | Percentage of AUM; ADMINISTRATIVE FEES / EXPENSE REIMBURSEMENTS | View | |
| MOSAIC WEALTH CRD 317377 | St.. Louis, MO | Advisory firm LLC | $2.04B | 19 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| CLEARVIEW CAPITAL, L.P. CRD 161146 | Stamford, CT | Advisory firm LP | $2.04B | 25 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| L SQUARED CAPITAL PARTNERS CRD 288509 | Newport Beach, CA | Advisory firm LP | $2.04B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| JLC INFRASTRUCTURE CRD 287638 | New York, NY | Advisory firm LLC | $2.04B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| OPEROSE ADVISORS LLC CRD 287465 | Milwaukee, WI | Advisory firm LLC | $2.04B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| RESMARK EQUITY PARTNERS, LLC CRD 116882 | Los Angeles, CA | Advisory firm LLC | $2.03B | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAPWEALTH ADVISORS, LLC CRD 148781 | Franklin, TN | Advisory firm LLC | $2.03B | 11 advisors | Percentage of AUM; ADMINISTRATIVE FEES | View | |
| WASHINGTON CROSSING ADVISORS LLC CRD 281511 | Morristown, NJ | Advisory firm LLC | $2.03B | 5 advisors | Percentage of AUM | View | |
| ALTHUM ADVISORS LLC CRD 315952 | Miami, FL | Advisory firm LLC | $2.03B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| KEEBECK WEALTH MANAGEMENT CRD 297496 | Chicago, IL | Advisory firm LLC | $2.03B | 4 advisors | Percentage of AUM | View | |
| FAIRVIEW CAPITAL CRD 108102 | Greenbrae, CA | Advisory firm LLC | $2.03B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| NIPUN CAPITAL, L.P. CRD 159752 | Foster City, CA | Advisory firm LP | $2.03B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| FRONTENAC CRD 156096 | Chicago, IL | Advisory firm LLC | $2.03B | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CHERRY CREEK FAMILY OFFICES CRD 156310 | Denver, CO | Advisory firm LLC | $2.02B | 6 advisors | Fixed fees | View | |
| UNISON CRD 155470 | Providence, RI | Advisory firm LLC | $2.02B | 1 advisors | Percentage of AUM | View | |
| HAMMES REALTY ADVISORS, LLC CRD 165693 | Milwaukee, WI | Advisory firm LLC | $2.02B | 40 advisors | Percentage of AUM; Performance-based fees | View |