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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.

Filter nameOrg structureFirm typeMin AUM ($)

Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.

					Fees	Reputation	Profile
IGP INDUSTRIES, LLC CRD 157214	San Francisco, CA	Advisory firm LLC	$1.85B	22 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
TIDE CYCLE RESOURCES LLC CRD 330698	Portsmouth, NH	Advisory firm LLC	$1.85B	2 advisors	Percentage of AUM	SEC FINRA BBB	View
GRANITE INVESTMENT PARTNERS, LLC CRD 150632	El Segundo, CA	Advisory firm LLC	$1.84B	14 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. CRD 299650	Detroit, MI	Advisory firm LP	$1.84B	18 advisors	Percentage of AUM · Performance-based fees +1 more	SEC FINRA BBB	View
RIA ADVISORS CRD 150661	Houston, TX	Advisory firm LLC	$1.84B	16 advisors	Percentage of AUM · Subscription fees +1 more	SEC FINRA BBB	View
SNOWHAWK LP CRD 325176	New York, NY	Advisory firm LP	$1.84B	8 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
LIGHTBAY CAPITAL CRD 288432	Los Angeles, CA	Advisory firm LLC	$1.84B	24 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
SILVER OAK SERVICES PARTNERS,LLC CRD 160904	Evanston, IL	Advisory firm LLC	$1.84B	15 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
IMPACTIVE CAPITAL LP CRD 299445	New York, NY	Advisory firm LP	$1.84B	6 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
A&M PRIVATE WEALTH PARTNERS, LLC CRD 331478	West Palm Beach, FL	Advisory firm LLC	$1.83B	23 advisors	Percentage of AUM; Fixed fees	SEC FINRA BBB	View
ARISTOTLE CAPITAL BOSTON, LLC CRD 173198	Boston, MA	Advisory firm LLC	$1.83B	8 advisors	Percentage of AUM	SEC FINRA BBB	View
HELIX PARTNERS MANAGEMENT LP CRD 325120	New York, NY	Advisory firm LP	$1.83B	9 advisors	Performance-based fees; REIMBURSEMENT OF EXPENSES	SEC FINRA BBB	View
BERMAN MCALEER CRD 332906	Timonium, MD	Advisory firm LLC	$1.82B	14 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
HEITMAN REAL ESTATE SECURITIES LLC CRD 107134	Chicago, IL	Advisory firm LLC	$1.82B	43 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
RIDGEWOOD INFRASTRUCTURE CRD 291736	New York, NY	Advisory firm LLC	$1.82B	15 advisors	% OF CAPITAL COMMITMENTS; WORKING CAPITAL	SEC FINRA BBB	View
PARAFI CAPITAL LP CRD 294670	New York, NY	Advisory firm LP	$1.82B	7 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
C2 PRIVATE WEALTH CRD 151501	Novi, MI	Advisory firm LLC	$1.82B	11 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
VIEW CAPITAL RIA, LP CRD 130678	Dallas, TX	Advisory firm LP	$1.82B	11 advisors	Percentage of AUM · Hourly charges +2 more	SEC FINRA BBB	View
CRESCENT CAP ADVISORS, LLC CRD 175430	Los Angeles, CA	Advisory firm LLC	$1.81B	0 total employees	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
NOVA INFRASTRUCTURE MANAGEMENT, LLC CRD 304510	New York, NY	Advisory firm LLC	$1.81B	17 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
ARGENTIC CRD 289502	New York, NY	Advisory firm LLC	$1.81B	5 advisors	Percentage of AUM · Performance-based fees +1 more	SEC FINRA BBB	View
GDS WEALTH MANAGEMENT CRD 315934	Flower Mound, TX	Advisory firm LLC	$1.81B	22 advisors	Percentage of AUM	SEC FINRA BBB	View
O2 INVESTMENT PARTNERS, L.P. CRD 291435	Bloomfield Hills, MI	Advisory firm LP	$1.81B	23 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
KAINOS (TX) CAPITAL LP CRD 165607	Dallas, TX	Advisory firm LP	$1.81B	25 advisors	Percentage of AUM · Performance-based fees +1 more	SEC FINRA BBB	View

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