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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 | |||||
|---|---|---|---|---|---|---|---|
| SLATESTONE WEALTH LLC CRD 286669 | Jupiter, FL | Advisory firm LLC | $1.76B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CURATED WEALTH PARTNERS, LLC CRD 297852 | El Segundo, CA | Advisory firm LLC | $1.76B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| IRONWOOD INVESTMENT COUNSEL, LLC CRD 110623 | Scottsdale, AZ | Advisory firm LLC | $1.76B | 12 advisors | Percentage of AUM | View | |
| RESOURCE CAPITAL FUNDS CRD 161007 | Denver, CO | Advisory firm LLC | $1.76B | 25 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GEF CAPITAL PARTNERS CRD 293329 | Arlington, VA | Advisory firm LLC | $1.75B | 38 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| YUKON PARTNERS MANAGEMENT, L.L.C. CRD 159991 | Minneapolis, MN | Advisory firm LLC | $1.75B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| CAIUS CAPITAL LLP CRD 285187 | London | Advisory firm LLP | $1.75B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CAIUS CAPITAL US LP CRD 322911 | New York, NY | Advisory firm LP | $1.75B | 2 advisors | EXPENSE REIMBURSEMENT PLUS MARGIN | View | |
| HBW ADVISORY SERVICES LLC CRD 143665 | Simi Valley, CA | Advisory firm LLC | $1.75B | 68 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTRUA FINANCIAL CRD 281554 | Houston, TX | Advisory firm LLC | $1.75B | 38 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOLUM PARTNERS CRD 310213 | Boston, MA | Advisory firm LP | $1.75B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| SAPIENT PRIVATE WEALTH MANAGEMENT, LLC CRD 159419 | Eugene, OR | Advisory firm LLC | $1.75B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| PARKMAN HEALTHCARE PARTNERS LLC CRD 300701 | Stamford, CT | Advisory firm LLC | $1.74B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SWIFT CREEK PARTNERS CRD 329614 | Dallas, TX | Advisory firm LLC | $1.74B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| AMPLIUS WEALTH ADVISORS CRD 312463 | Blue Bell, PA | Advisory firm LLC | $1.74B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEXTECH VENTURES (US) LLC CRD 316683 | Boston, MA | Advisory firm LLC | $1.74B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| RICE HALL JAMES & ASSOCIATES LLC CRD 125410 | San Diego, CA | Advisory firm LLC | $1.74B | 13 advisors | Percentage of AUM | View | |
| EQUUS CAPITAL PARTNERS, LTD. CRD 158719 | Newtown Square, PA | Advisory firm LP | $1.74B | 43 advisors | Percentage of AUM; Performance-based fees | View | |
| BCPC ADVISORS, LP CRD 327851 | Boston, MA | Advisory firm LP | $1.74B | 272 advisors | Percentage of AUM; Performance-based fees | View | |
| MERIDIAN WEALTH ADVISORS, LLC CRD 282609 | Austin, TX | Advisory firm LLC | $1.74B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| AMITY VENTURES CRD 290313 | San Francisco, CA | Advisory firm LLC | $1.74B | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ASSURED HEALTHCARE PARTNERS LLC CRD 311479 | New York, NY | Advisory firm LLC | $1.74B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| CENTER ROCK CAPITAL PARTNERS, LP CRD 291521 | Chicago, IL | Advisory firm LP | $1.73B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| MSC ADVISER I, LLC CRD 169939 | Houston, TX | Advisory firm LLC | $1.73B | 54 advisors | Percentage of AUM; Performance-based fees | View |