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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 | |||||
|---|---|---|---|---|---|---|---|
| BEHRMAN BROTHERS MANAGEMENT COMPANY L.P. CRD 161083 | New York, NY | Advisory firm LP | $1.95B | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ASCENDANT CAPITAL PARTNERS LP CRD 306257 | Los Angeles, CA | Advisory firm LP | $1.95B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| BULLTICK WEALTH MANAGEMENT, LLC CRD 141588 | Miami, FL | Advisory firm LLC | $1.95B | 21 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SOMA EQUITY PARTNERS, LP CRD 283613 | San Francisco, CA | Advisory firm LP | $1.95B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL Z PARTNERS MANAGEMENT, LLC CRD 157048 | Naples, FL | Advisory firm LLC | $1.94B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALLIANCE PARTNERS LLC CRD 157700 | Chevy Chase, MD | Advisory firm LLC | $1.94B | 15 advisors | Percentage of AUM; ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS | View | |
| PCM ENCORE, LLC CRD 333127 | Aspen, CO | Advisory firm LLC | $1.94B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC CRD 156772 | Boston, MA | Advisory firm LLC | $1.94B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SCS CRD 310849 | Bellevue, WA | Advisory firm LLC | $1.94B | 32 advisors | Percentage of AUM; Fixed fees | View | |
| VOSS CAPITAL, LP CRD 158929 | Houston, TX | Advisory firm LP | $1.94B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| RADIAN CAPITAL LLC CRD 288340 | New York, NY | Advisory firm LLC | $1.94B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| ASHMORE INVESTMENT ADVISORS LIMITED CRD 170303 | London | Advisory firm Other (specify) | $1.94B | 47 advisors | Percentage of AUM; Performance-based fees | View | |
| PARABELLUM CAPITAL LLC CRD 269874 | New York, NY | Advisory firm LLC | $1.94B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| RVW WEALTH LLC CRD 140451 | Los Angeles, CA | Advisory firm LLC | $1.94B | 9 advisors | Percentage of AUM | View | |
| CFO4LIFE CRD 287600 | Coppell, TX | Advisory firm LLC | $1.94B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| FS SPECIALTY LENDING ADVISOR, LLC CRD 293054 | Philadelphia, PA | Advisory firm LLC | $1.93B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| E2P CRD 300436 | Chicago, IL | Advisory firm LP | $1.93B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NEXPOINT REAL ESTATE ADVISORS VII, L.P. CRD 305956 | Dallas, TX | Advisory firm LP | $1.93B | 2 advisors | Percentage of AUM; NEGOTIATED FEES BASED ON SERVICES PROVIDED | View | |
| REBALANCE LLC CRD 158242 | Palo Alto, CA | Advisory firm LLC | $1.93B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC. CRD 323060 | Venice, FL | Advisory firm LLC | $1.93B | 20 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MEYERS WEALTH MANAGEMENT, LLC CRD 289801 | Columbus, OH | Advisory firm LLC | $1.93B | 9 advisors | Percentage of AUM | View | |
| LANDAAS & COMPANY CRD 47487 | Milwaukee, WI | Advisory firm LLC | $1.93B | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TSPI, LP CRD 291090 | New York, NY | Advisory firm LP | $1.92B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ROSSMORE PRIVATE CAPITAL, LLC CRD 288453 | Glastonbury, CT | Advisory firm LLC | $1.92B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View |