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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 | |||||
|---|---|---|---|---|---|---|---|
| PICKERING ENERGY PARTNERS LP CRD 302116 | Houston, TX | Advisory firm LP | $1.66B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| PLATFORM INVESTMENTS, LLC CRD 159261 | Kansas City, MO | Advisory firm LLC | $1.66B | 8 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| QUATTRO FINANCIAL ADVISORS CRD 284852 | The Woodlands, TX | Advisory firm LLC | $1.66B | 1 advisors | Percentage of AUM | View | |
| DORCHESTER CAPITAL ADVISORS, LLC CRD 157965 | Los Angeles, CA | Advisory firm LLC | $1.65B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| RICHBROOK ADVISORS, LP CRD 316848 | New York, NY | Advisory firm LP | $1.65B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE SEA CAPITAL LLC CRD 169023 | West Palm Beach, FL | Advisory firm LLC | $1.65B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| LPC REALTY ADVISORS I, LLC CRD 112175 | Chicago, IL | Advisory firm LLC | $1.65B | 7 advisors | Performance-based fees; ACQUISITION FEE & ASSET MANAGEMENT FEE (NET OPERATING INCOME-BAS | View | |
| PERSONAL CFO SOLUTIONS LLC CRD 158248 | Chester, NJ | Advisory firm LLC | $1.65B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| PATHWAY FINANCIAL ADVISORS, LLC CRD 124801 | South Burlington, VT | Advisory firm LLC | $1.65B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARK PRESIDIO CAPITAL LLC CRD 168954 | San Francisco, CA | Advisory firm LLC | $1.65B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LYELL WEALTH MANAGEMENT LP CRD 283521 | Menlo Park, CA | Advisory firm LP | $1.65B | 9 advisors | Percentage of AUM | View | |
| ERA PARTNERS LLC CRD 307400 | San Francisco, CA | Advisory firm LLC | $1.65B | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| STRATEGIC WEALTH PARTNERS, LTD. CRD 148586 | Independence, OH | Advisory firm LLC | $1.64B | 20 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORDILLERA INVESTMENT PARTNERS, L.P. CRD 277036 | San Francisco, CA | Advisory firm LP | $1.64B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BUCK WEALTH STRATEGIES, LLC CRD 322138 | Denver, CO | Advisory firm LLC | $1.64B | 39 advisors | Percentage of AUM; Fixed fees | View | |
| ARS WEALTH ADVISORS CRD 314882 | St.. Petersburg, FL | Advisory firm LLC | $1.64B | 16 advisors | Percentage of AUM | View | |
| STEEL GROVE CAPITAL ADVISORS, LLC CRD 115231 | Memphis, TN | Advisory firm LLC | $1.64B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WILLOW WEALTH CRD 282487 | New York, NY | Advisory firm LLC | $1.64B | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| USA FINANCIAL EXCHANGE CRD 283466 | Ada, MI | Advisory firm LLC | $1.64B | 38 employees | PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM | View | |
| ARDSLEY PARTNERS CRD 301116 | Norwalk, CT | Advisory firm LP | $1.64B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FORGELIGHT LLC CRD 307944 | Miami, FL | Advisory firm LLC | $1.63B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PROVENIO CAPITAL CRD 333009 | Newport Beach, CA | Advisory firm LLC | $1.63B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ZWEIG-DIMENNA ASSOCIATES LLC CRD 161385 | New York, NY | Advisory firm LLC | $1.63B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| RODGERS & ASSOCIATES CRD 121700 | Lancaster, PA | Advisory firm LLC | $1.63B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View |