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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 | |||||
|---|---|---|---|---|---|---|---|
| SHELLBACK CAPITAL, LP CRD 169642 | Boston, MA | Advisory firm LP | $1.63B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| KARPREILLY, LLC CRD 161169 | Greenwich, CT | Advisory firm LLC | $1.63B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WEALHOUSE CAPITAL LIMITED PARTNERSHIP CRD 282931 | Toronto, Ontario | Advisory firm LP | $1.63B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FS FUND ADVISOR, LLC CRD 286673 | Philadelphia, PA | Advisory firm LLC | $1.63B | 3 advisors | Percentage of AUM | View | |
| TRIVIUM POINT ADVISORY, LLC CRD 292182 | Wilton, CT | Advisory firm LLC | $1.63B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATISSE CAPITAL CRD 155424 | Portland, OR | Advisory firm LLC | $1.63B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THIRD AVENUE MANAGEMENT LLC CRD 107545 | New York, NY | Advisory firm LLC | $1.63B | 8 advisors | Percentage of AUM | View | |
| L. ROY PAPP & ASSOCIATES, LLP CRD 105130 | Phoenix, AZ | Advisory firm LLP | $1.62B | 10 advisors | Percentage of AUM | View | |
| PASADENA PRIVATE WEALTH, LLC CRD 295178 | Pasadena, CA | Advisory firm LLC | $1.62B | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ISLANDBRIDGE CAPITAL LIMITED CRD 312174 | London, Greater London | Advisory firm Other (specify) | $1.62B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORTIS CAPITAL ADVISORS, LLC CRD 309709 | Prairie Village, KS | Advisory firm LLC | $1.62B | 57 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SATORI CAPITAL, LLC CRD 161829 | Dallas, TX | Advisory firm LLC | $1.61B | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SIERRA CAPITAL LLC CRD 110129 | Miami, FL | Advisory firm LLC | $1.61B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TEEWINOT CAPITAL ADVISERS, L.L.C. CRD 138757 | Norwalk, CT | Advisory firm LLC | $1.61B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| LESTE CAPITAL PARTNERS (FLORIDA), LLC CRD 285179 | Miami, FL | Advisory firm LLC | $1.61B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GLOBAL STRATEGIC NEXTGEN OCIO CRD 175300 | Scottsdale, AZ | Advisory firm LLC | $1.61B | 5 advisors | Percentage of AUM | View | |
| BUCHANAN STREET PARTNERS, L.P. CRD 169052 | Newport Beach, CA | Advisory firm LP | $1.61B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROTUNDA CAPITAL PARTNERS, LLC CRD 290282 | Bethesda, MD | Advisory firm LLC | $1.61B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TANAGER WEALTH MANAGEMENT CRD 166084 | London, CA | Advisory firm LLP | $1.60B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| CREATION INVESTMENTS CRD 171581 | Chicago, IL | Advisory firm LLC | $1.60B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| LINDEN GLOBAL STRATEGIES LLC CRD 159667 | New York, NY | Advisory firm LLC | $1.60B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| N.E.W. ADVISORY SERVICES, LLC CRD 290405 | De Pere, WI | Advisory firm LLC | $1.60B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NAVITER WEALTH, LLC CRD 311508 | Little Rock, AR | Advisory firm LLC | $1.60B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| CGN ADVISORS, LLC CRD 159359 | Manhattan, KS | Advisory firm LLC | $1.60B | 39 advisors | Percentage of AUM · Hourly charges +1 more | View |