Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| CORE INDUSTRIAL PARTNERS, LLC CRD 293334 | Chicago, IL | Advisory firm LLC | $1.80B | 36 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SLOY, DAHL & HOLST, LLC CRD 110102 | Vancouver, WA | Advisory firm LLC | $1.80B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LGT WEALTH MANAGEMENT US LIMITED CRD 164190 | London, AR | Advisory firm Other (specify) | $1.80B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| SUMMIT FINANCIAL WEALTH ADVISORS CRD 171278 | Lafayette, LA | Advisory firm LLC | $1.80B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| U.S. BANCORP ADVISORS, LLC CRD 14455 | Saint Paul, MN | Advisory firm LLC | $1.80B | 141 advisors | Percentage of AUM; 12B-1, NETWORKING, SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS | View | |
| EOS REAL ESTATE INVESTORS LLC CRD 290205 | New York, NY | Advisory firm LLC | $1.79B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLUEPRINT CAPITAL ADVISORS LLC CRD 282327 | Short Hills, NJ | Advisory firm LLC | $1.79B | 4 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| QVT FINANCIAL LP CRD 156508 | New York, NY | Advisory firm LP | $1.79B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| GOVERNORS LANE LP CRD 213511 | New York, NY | Advisory firm LP | $1.79B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| NONANTUM CAPITAL PARTNERS CRD 293803 | Boston, MA | Advisory firm LP | $1.78B | 24 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BITTERROOT CAPITAL ADVISORS LLC CRD 109088 | Bozeman, MT | Advisory firm LLC | $1.78B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ALTA PARK CAPITAL, LP CRD 169422 | San Francisco, CA | Advisory firm LP | $1.78B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GREAT POINT PARTNERS, LLC CRD 158423 | Greenwich, CT | Advisory firm LLC | $1.78B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| AUXANO ADVISORS CRD 145179 | Bellevue, WA | Advisory firm LLC | $1.78B | 8 advisors | Percentage of AUM | View | |
| OAK ASSOCIATES LTD CRD 108874 | Akron, OH | Advisory firm LLC | $1.78B | 3 advisors | Percentage of AUM | View | |
| ANDALUSIAN PRIVATE CAPITAL, LP CRD 313032 | New York, NY | Advisory firm LP | $1.78B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| VISTA CREDIT BDC MANAGEMENT, L.P. CRD 326611 | New York, NY | Advisory firm LP | $1.77B | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| REGENT PROPERTIES CRD 309360 | Los Angeles, CA | Advisory firm LLC | $1.77B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| MAINLINE WEST FUND MANAGER LLC CRD 147532 | Denver, CO | Advisory firm LLC | $1.77B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LINDEN THOMAS ADVISORY SERVICES, LLC CRD 288557 | Charlotte, NC | Advisory firm LLC | $1.77B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALIGNED CLIMATE CAPITAL LLC CRD 304716 | New York, NY | Advisory firm LLC | $1.77B | 17 advisors | Fixed fees · Performance-based fees +1 more | View | |
| STYRAX CAPITAL LP CRD 318435 | New York, NY | Advisory firm LP | $1.77B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENWOOD CAPITAL ASSOCIATES, LLC CRD 115015 | Greenwood, SC | Advisory firm LLC | $1.77B | 14 advisors | Percentage of AUM · Fixed fees +4 more | View | |
| CALIBER WEALTH MANAGEMENT, LLC CRD 331165 | Overland Park, KS | Advisory firm LLC | $1.76B | 15 advisors | Percentage of AUM; Fixed fees | View |