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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 | |||||
|---|---|---|---|---|---|---|---|
| LONG PATH PARTNERS, LP CRD 299053 | Stamford, CT | Advisory firm LP | $1.73B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| COMMONWEALTH CREDIT ADVISORS, LLC CRD 312541 | West Palm Beach, FL | Advisory firm LLC | $1.73B | 128 advisors | Percentage of AUM; Performance-based fees | View | |
| AGW CAPITAL ADVISORS CRD 150570 | Tampa, FL | Advisory firm LLC | $1.73B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LIBERTY WEALTH MANAGEMENT, LLC CRD 286001 | Oakland, CA | Advisory firm LLC | $1.73B | 23 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| PERRY CREEK CAPITAL LP CRD 172376 | New York, NY | Advisory firm LP | $1.73B | 5 advisors | Performance-based fees; BUDGETED MANAGEMENT FEE | View | |
| CATALYST FINANCIAL PARTNERS CRD 299335 | Boston, MA | Advisory firm LLC | $1.72B | 6 advisors | Percentage of AUM | View | |
| ADVISORSHARES CRD 149782 | Bethesda, MD | Advisory firm LLC | $1.72B | 5 advisors | Percentage of AUM | View | |
| GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. CRD 161579 | Boston, MA | Advisory firm LP | $1.72B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| WEXFORD CAPITAL LP CRD 108726 | West Palm Beach, FL | Advisory firm LP | $1.72B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| SLATE ADVISORY SERVICE (US) LLC CRD 310404 | Chicago, IL | Advisory firm LLC | $1.71B | 65 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DELEGATE ADVISORS, LLC CRD 159953 | Chapel Hill, NC | Advisory firm LLC | $1.71B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| OMEGA FUND MANAGEMENT, LLC CRD 157753 | Boston, MA | Advisory firm LLC | $1.71B | 8 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| INVICTUS PRIVATE WEALTH, LLC CRD 317727 | AZ | Advisory firm LLC | $1.71B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARKSTON CAPITAL PARTNERS, LLC CRD 143456 | Rochester, MI | Advisory firm LLC | $1.71B | 12 advisors | Percentage of AUM | View | |
| ACCURATE WEALTH MANAGEMENT, LLC CRD 298137 | Wesley Chapel, FL | Advisory firm LLC | $1.71B | 47 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LINSE CAPITAL LLC CRD 289222 | San Juan, PR | Advisory firm LLC | $1.71B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| P/E GLOBAL LLC CRD 155642 | Boston, MA | Advisory firm LLC | $1.71B | 36 advisors | Percentage of AUM; Performance-based fees | View | |
| OAK RIDGE INVESTMENTS, LLC CRD 107066 | Chicago, IL | Advisory firm LLC | $1.70B | 11 advisors | Percentage of AUM | View | |
| AMERICAN INFRASTRUCTURE CRD 299402 | Foster City, CA | Advisory firm LLC | $1.70B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KBS CAPITAL ADVISORS, LLC CRD 166213 | Newport Beach, CA | Advisory firm LLC | $1.70B | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RAFFA INVESTMENT ADVISERS CRD 136971 | CA | Advisory firm LLC | $1.70B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ROTHSCHILD WEALTH LLC CRD 162442 | Oakbrook, IL | Advisory firm LLC | $1.70B | 23 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FIFTH DOWN CAP LLC CRD 312861 | MA | Advisory firm LLC | $1.69B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CRA FINANCIAL SERVICES, L.L.C. CRD 124004 | Northfield, NJ | Advisory firm LLC | $1.69B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View |