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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 | |||||
|---|---|---|---|---|---|---|---|
| MAG CAP CRD 298398 | Ridgeland, MS | Advisory firm LLC | $1.69B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AFFINITY ASSET ADVISORS, LLC CRD 312788 | New York, NY | Advisory firm LLC | $1.69B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SIGNAL ADVISORS WEALTH, LLC CRD 301086 | Detroit, MI | Advisory firm LLC | $1.69B | 37 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORS PREFERRED LLC CRD 157980 | Rockville, MD | Advisory firm LLC | $1.69B | 6 advisors | Percentage of AUM | View | |
| PETREDIS INVESTMENT ADVISORS CRD 322371 | Warrendale, PA | Advisory firm LLC | $1.69B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEE FINANCIAL COMPANY, LLC CRD 105910 | Dallas, TX | Advisory firm LLC | $1.68B | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARWATER CAPITAL PARTNERS CRD 139886 | Hoffman Estates, IL | Advisory firm LLC | $1.68B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMBER INFRASTRUCTURE CRD 309483 | New York, NY | Advisory firm LP | $1.68B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| RENWAVE KORE, LLC CRD 331016 | Greenwich, CT | Advisory firm LLC | $1.68B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| CPC ADVISORS, LLC CRD 111025 | Atlanta, GA | Advisory firm LLC | $1.68B | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| J.M. FORBES & CO. LLP CRD 107422 | Boston, MA | Advisory firm LLP | $1.67B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TAILWIND ADVISORS CRD 150081 | Fort Worth, TX | Advisory firm LLC | $1.67B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| KMG FIDUCIARY PARTNERS, LLC CRD 298331 | Toledo, OH | Advisory firm LLC | $1.67B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| PERPETUA CRD 315222 | Cape Town, Western Cape | Advisory firm LLC | $1.67B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUNDERS CIRCLE CAPITAL, LLC CRD 166012 | Campbell, CA | Advisory firm LLC | $1.67B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CONWAY INVESTMENT SOLUTIONS CRD 154659 | Saint Louis, MO | Advisory firm LLC | $1.67B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CAPITOL MERIDIAN PARTNERS LP CRD 319080 | Washington, DC | Advisory firm LP | $1.67B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ENERGIZE CAPITAL LLC CRD 289047 | Chicago, IL | Advisory firm LLC | $1.67B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| FORA CAPITAL, LLC CRD 295393 | Miami, FL | Advisory firm LLC | $1.67B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WEST RIM CAPITAL ASSOCIATES II, L.P. CRD 145085 | Lehi, UT | Advisory firm LP | $1.66B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| KBI GLOBAL INVESTORS (NORTH AMERICA) LTD CRD 113606 | Dublin 1, LA | Advisory firm Other (specify) | $1.66B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| 50T FUNDS CRD 326720 | New York, NY | Advisory firm LLC | $1.66B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. CRD 128199 | Fairfield, NJ | Advisory firm LLC | $1.66B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEVIN CAPITAL STRATEGIES, L.P. CRD 137147 | New York, NY | Advisory firm LP | $1.66B | 9 advisors | Percentage of AUM · Fixed fees +1 more | View |