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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 | |||||
|---|---|---|---|---|---|---|---|
| MADISON AVENUE SECURITIES, LLC CRD 23224 | San Diego, CA | Advisory firm LLC | $2.02B | 81 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BOSTON FAMILY OFFICE LLC CRD 107141 | Boston, MA | Advisory firm LLC | $2.02B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUSH ISLAND MANAGEMENT, LP CRD 291275 | New York, NY | Advisory firm LP | $2.02B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTERN TECHNOLOGY INVESTMENT (WTI) CRD 110429 | Portola Valley, CA | Advisory firm LLC | $2.02B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FUTURE CAPITAL CRD 119081 | Chattanooga, TN | Advisory firm LLC | $2.02B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC CRD 174333 | Boston, MA | Advisory firm LLC | $2.02B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| DECLARATION PARTNERS LP CRD 297786 | New York, NY | Advisory firm LP | $2.01B | 19 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WOODMONT INVESTMENT COUNSEL, LLC CRD 109779 | Nashville, TN | Advisory firm LLC | $2.01B | 11 advisors | Percentage of AUM | View | |
| AFF FUND MANAGER, LLC CRD 281296 | Atlanta, GA | Advisory firm LLC | $2.01B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC CRD 116091 | Montgomery, AL | Advisory firm LLC | $2.01B | 9 advisors | Percentage of AUM | View | |
| CORRY CAPITAL ADVISORS, LLC CRD 165403 | Vero Beach, FL | Advisory firm LLC | $2.01B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LANE42 CRD 335548 | Santa Monica, CA | Advisory firm LLC | $2.01B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED CRD 156771 | Mumbai, CA | Advisory firm Other (specify) | $2.01B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| JNBA FINANCIAL ADVISORS, LLC CRD 106550 | Bloomington, MN | Advisory firm LLC | $2.01B | 31 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPTRUST WEALTH ADVISORS CRD 173736 | Holland, MI | Advisory firm LLC | $2.00B | 20 advisors | Percentage of AUM; Fixed fees | View | |
| ROSE SMART GROWTH INVESTMENT ADVISORS, LLC CRD 161271 | New York, NY | Advisory firm LLC | $2.00B | 50 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SILVEROAK WEALTH MANAGEMENT LLC CRD 110532 | Edina, MN | Advisory firm LLC | $2.00B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP CRD 326297 | Tel Aviv | Advisory firm LP | $2.00B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| NAPLES GLOBAL ADVISORS CRD 158544 | Naples, FL | Advisory firm LLC | $2.00B | 11 advisors | Percentage of AUM | View | |
| TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP CRD 286614 | Vancouver, Bc, TX | Advisory firm LP | $2.00B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HEALTHEQUITY ADVISORS CRD 167105 | Draper, UT | Advisory firm LLC | $1.99B | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TIG ADVISORS LLC CRD 138306 | New York, NY | Advisory firm LLC | $1.99B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| EPFC CAPITAL PARTNERS CRD 307803 | New York, NY | Advisory firm LLC | $1.99B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BALEFIRE, LLC CRD 168733 | Dallas, TX | Advisory firm LLC | $1.99B | 38 advisors | Percentage of AUM · Hourly charges +1 more | View |