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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 | |||||
|---|---|---|---|---|---|---|---|
| ACCOLADE ASSET/LIABILITY ADVISORY SERVICES CRD 145635 | Columbus, OH | Advisory firm LLC | $1.60B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TRIBRIDGE PARTNERS FINANCIAL LLC CRD 326489 | Columbia, MD | Advisory firm LLC | $1.60B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC CRD 334213 | New York, NY | Advisory firm LLC | $1.60B | 250 advisors | Percentage of AUM; Performance-based fees | View | |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC CRD 165689 | Alexandria, VA | Advisory firm LLC | $1.60B | 28 advisors | Percentage of AUM | View | |
| LONE VIEW CAPITAL CRD 321209 | Los Angeles, CA | Advisory firm LP | $1.59B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| SENTINEL DOME PARTNERS, LLC CRD 172019 | Burlingame, CA | Advisory firm LLC | $1.59B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ROLLINS FINANCIAL ADVISORS, LLC CRD 312921 | Atlanta, GA | Advisory firm LLC | $1.59B | 7 advisors | Percentage of AUM | View | |
| SUNSTONE PARTNERS CRD 305064 | San Mateo, CA | Advisory firm LLC | $1.59B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPASS ION ADVISORS, LLC CRD 166418 | Conshohocken, PA | Advisory firm LLC | $1.59B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUNE REAL ESTATE PARTNERS LP CRD 157455 | New York, NY | Advisory firm LP | $1.59B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| HOMESTEAD CAPITAL USA, LLC CRD 281186 | San Francisco, CA | Advisory firm LLC | $1.58B | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| KAVAR CAPITAL PARTNERS CRD 311744 | Leawood, KS | Advisory firm LLC | $1.58B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SWEETWATER PRIVATE EQUITY CRD 297613 | Encinitas, CA | Advisory firm LLC | $1.58B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| CREDICORP CAPITAL ADVISORS LLC CRD 290081 | Miami, FL | Advisory firm LLC | $1.58B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| METAURUS ADVISORS LLC CRD 314425 | Hoboken, NJ | Advisory firm LLC | $1.58B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ILS ADVISORY SERVICES, LLC CRD 333054 | Nashville, TN | Advisory firm LLC | $1.58B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THRIVE WEALTH MANAGEMENT, LLC CRD 168777 | Audubon, PA | Advisory firm LLC | $1.58B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VERCAP MANAGEMENT LLC CRD 333354 | Los Angeles, CA | Advisory firm LLC | $1.58B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ASTATINE INVESTMENT PARTNERS CRD 156918 | Greenwich, CT | Advisory firm Other (specify) | $1.58B | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ATL ADVISOR LP CRD 173866 | New York, NY | Advisory firm LP | $1.57B | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BRANDYWINE OAK PRIVATE WEALTH LLC CRD 297021 | Kennett Square, PA | Advisory firm LLC | $1.57B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INTELLECTUS PARTNERS, LLC CRD 173140 | San Francisco, CA | Advisory firm LLC | $1.57B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FLAT ROCK GLOBAL CRD 288551 | Jackson, WY | Advisory firm LLC | $1.57B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| DELTA-V CAPITAL, LLC CRD 161800 | Denver, CO | Advisory firm LLC | $1.57B | 11 advisors | Percentage of AUM; Performance-based fees | View |