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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 | |||||
|---|---|---|---|---|---|---|---|
| ETON ADVISORS CRD 289395 | Chapel Hill, NC | Advisory firm LLC | $1.89B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GRANITE PARTNERS CRD 158378 | St.. Cloud, MN | Advisory firm LLC | $1.89B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ATLAS INFRASTRUCTURE CRD 288560 | London | Advisory firm LLC | $1.88B | 20 advisors | Percentage of AUM | View | |
| NILSINE PARTNERS, LLC CRD 315694 | Greenwood Village, CO | Advisory firm LLC | $1.88B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| VALENCE8 CRD 317389 | Cambridge, MA | Advisory firm LP | $1.88B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIGUARD MANAGEMENT LLC CRD 159472 | Newport Beach, CA | Advisory firm LLC | $1.88B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AXIA ADVISORY CRD 107571 | Indianapolis, IN | Advisory firm LLC | $1.88B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE CHIP PARTNERS, LLC CRD 132437 | Farmington Hills, MI | Advisory firm LLC | $1.88B | 18 advisors | Percentage of AUM; Fixed fees | View | |
| SOVRAN ADVISORS, LLC CRD 329415 | San Diego, CA | Advisory firm LLC | $1.87B | 60 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DG PARTNERS LLP CRD 161177 | London | Advisory firm LLP | $1.87B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUEPRINT INVESTMENT PARTNERS LLC CRD 170196 | Greensboro, NC | Advisory firm LLC | $1.87B | 3 advisors | Percentage of AUM | View | |
| IAG WEALTH PARTNERS, LLC CRD 109721 | Waukesha, WI | Advisory firm LLC | $1.87B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTEND ADVISORS, LLC CRD 133279 | Charlotte, NC | Advisory firm LLC | $1.87B | 7 advisors | Percentage of AUM | View | |
| UX WEALTH PARTNERS LLC CRD 308983 | Centennial, CO | Advisory firm LLC | $1.87B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NMS CAPITAL SERVICES, LLC CRD 158140 | New York, NY | Advisory firm LLC | $1.87B | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SCOUT ENERGY MANAGEMENT LLC CRD 161832 | Dallas, TX | Advisory firm LLC | $1.86B | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| TRITIUM PARTNERS CRD 173132 | Austin, TX | Advisory firm LLC | $1.86B | 26 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FIRST LONG ISLAND INVESTORS, LLC CRD 167212 | Jericho, NY | Advisory firm LLC | $1.86B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CONDIRE MANAGEMENT, LP CRD 311762 | Dallas, TX | Advisory firm LP | $1.86B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| VARSITY HEALTHCARE PARTNERS CRD 285151 | Los Angeles, CA | Advisory firm LP | $1.86B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| ASHTON THOMAS SECURITIES, LLC CRD 16629 | Rochester, NY | Advisory firm LLC | $1.86B | 26 advisors | Percentage of AUM | View | |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC CRD 170602 | Silverdale, WA | Advisory firm LLC | $1.86B | 48 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIGER PACIFIC CAPITAL LP CRD 167099 | New York, NY | Advisory firm LP | $1.86B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| GRIFFIS RESIDENTIAL INVESTMENT ADVISOR CRD 166201 | Greenwood Village, CO | Advisory firm LLC | $1.85B | 17 advisors | Percentage of AUM; Performance-based fees | View |