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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 | |||||
|---|---|---|---|---|---|---|---|
| MAK CAPITAL CRD 158132 | New York, NY | Advisory firm LLC | $1.99B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MIDWESTERN SECURITIES TRADING CO.,LLC CRD 101080 | East Peoria, IL | Advisory firm LLC | $1.98B | 43 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| TRUMBOWER FINANCIAL ADVISORS LLC CRD 107495 | Bethesda, MD | Advisory firm LLC | $1.98B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNT LOGAN MANAGEMENT CRD 311161 | New York, NY | Advisory firm LLC | $1.98B | 120 employees | Percentage of AUM; Performance-based fees | View | |
| SOLE SOURCE CAPITAL LLC CRD 290032 | Dallas, TX | Advisory firm LLC | $1.98B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| GRAYCLIFF PARTNERS LP CRD 157221 | New York, NY | Advisory firm LP | $1.98B | 29 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TIMBERLAND INVESTMENT RESOURCES, LLC CRD 129663 | Atlanta, GA | Advisory firm LLC | $1.98B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| CENTEROAK ADVISER, L.P. CRD 175156 | Dallas, TX | Advisory firm LP | $1.98B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| LONG POND CAPITAL, LP CRD 161168 | New York, NY | Advisory firm LP | $1.97B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| JSF FINANCIAL, LLC CRD 114025 | Los Angeles, CA | Advisory firm LLC | $1.97B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENWOOD GEARHART, LLC CRD 110379 | Fayetteville, AR | Advisory firm LLC | $1.97B | 14 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| LINGOTTO US LLC CRD 328113 | New York, NY | Advisory firm LLC | $1.97B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| FIC PARTNERS MANAGEMENT, LP CRD 282788 | Houston, TX | Advisory firm LP | $1.97B | 7 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ZAZOVE ASSOCIATES LLC CRD 104751 | Incline Village, NV | Advisory firm LLC | $1.97B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BRYNWOOD PARTNERS CRD 158087 | Greenwich, CT | Advisory firm LLC | $1.96B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| OCEAN AVENUE CAPITAL PARTNERS, L.P. CRD 160122 | Santa Monica, CA | Advisory firm LP | $1.96B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| C.M. CAPITAL ADVISORS, LLC CRD 157529 | Palo Alto, CA | Advisory firm LLC | $1.96B | 11 advisors | Percentage of AUM | View | |
| KORA MANAGEMENT LP CRD 172534 | Brooklyn, NY | Advisory firm LP | $1.96B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EVOLUTION WEALTH ADVISORS, LLC CRD 285142 | Aventura, FL | Advisory firm LLC | $1.96B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUIDESTONE ADVISORS CRD 149624 | Dallas, TX | Advisory firm LLC | $1.96B | 24 advisors | Percentage of AUM; Fixed fees | View | |
| CERES PARTNERS, LLC CRD 290937 | South Bend, IN | Advisory firm LLC | $1.96B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| QUANTIX COMMODITIES LP CRD 317784 | Greenwich, CT | Advisory firm LP | $1.95B | 11 advisors | Percentage of AUM | View | |
| NEW STATE CAPITAL PARTNERS CRD 170409 | New Rochelle, NY | Advisory firm LLC | $1.95B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| ABOUND WEALTH MANAGEMENT, LLC CRD 285903 | Franklin, TN | Advisory firm LLC | $1.95B | 26 advisors | Percentage of AUM; Fixed fees | View |