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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 | |||||
|---|---|---|---|---|---|---|---|
| PRIVATE WEALTH PARTNERS, LLC CRD 133802 | Mill Valley, CA | Advisory firm LLC | $1.92B | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CIP ADVISORS, LLC CRD 338119 | West Palm Beach, FL | Advisory firm LLC | $1.92B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| SHP WEALTH MANAGEMENT, LLC CRD 174697 | Plymouth, MA | Advisory firm LLC | $1.92B | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKYBRIDGE CAPITAL II, LLC CRD 148152 | New York, NY | Advisory firm LLC | $1.92B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LARAMAR MULTI-FAMILY VALUE MANAGER, LLC CRD 161298 | Chicago, IL | Advisory firm LLC | $1.91B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| ARTEMIS WEALTH ADVISORS, LLC CRD 150810 | Port Washington, NY | Advisory firm LLC | $1.91B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DT INVESTMENT PARTNERS, LLC CRD 157646 | Chadds Ford, PA | Advisory firm LLC | $1.91B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| KILDARE PARTNERS US, LLC CRD 167984 | Westlake, TX | Advisory firm LLC | $1.91B | 24 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PREP INVESTMENT ADVISERS, L.L.C. CRD 296631 | Chicago, IL | Advisory firm LLC | $1.91B | 34 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CONTINUUM ADVISORY, LLC CRD 283155 | Eagle, ID | Advisory firm LLC | $1.91B | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAIN MANAGEMENT, LLC CRD 120361 | San Francisco, CA | Advisory firm LLC | $1.90B | 25 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARC70 ADVISERS LP CRD 288087 | Burlingame, CA | Advisory firm LP | $1.90B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| NUMERAI CRD 282851 | San Francisco, CA | Advisory firm LLC | $1.90B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SARATOGA INVESTMENT ADVISORS, LLC CRD 153060 | New York, NY | Advisory firm LLC | $1.90B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| SARATOGA MANAGEMENT COMPANY LLC CRD 161822 | New York, NY | Advisory firm LLC | $1.90B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| J. STERN & CO. LLP CRD 323871 | London | Advisory firm LLP | $1.90B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| GLOUSTON CAPITAL PARTNERS, LLC CRD 133792 | Boston, MA | Advisory firm LLC | $1.90B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| BPOC CRD 157573 | Chicago, IL | Advisory firm LLC | $1.90B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WHITTIER ADVISORS, LLC CRD 318024 | Newport Beach, CA | Advisory firm LLC | $1.89B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| RHO TREASURY CRD 314581 | New York, NY | Advisory firm LLC | $1.89B | 1 advisors | Percentage of AUM | View | |
| CLARION CAPITAL PARTNERS, LLC CRD 157038 | New York, NY | Advisory firm LLC | $1.89B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE VISTA CAPITAL, LLC CRD 127001 | Chicago, IL | Advisory firm LLC | $1.89B | 40 advisors | Percentage of AUM; Performance-based fees | View | |
| ENDEAVOUR CAPITAL CRD 160800 | Portland, OR | Advisory firm LP | $1.89B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUE LINK FINANCIAL ADVISORS CRD 281870 | San Francisco, CA | Advisory firm LLC | $1.89B | 5 advisors | Percentage of AUM | View |