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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 | |||||
|---|---|---|---|---|---|---|---|
| LAB QUANTITATIVE STRATEGIES, LLC CRD 312409 | Denver, CO | Advisory firm LLC | $1.57B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| INVST, LLC CRD 282863 | Indianapolis, IN | Advisory firm LLC | $1.57B | 39 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ABUNDANCE WEALTH COUNSELORS, LLC CRD 111740 | State College, PA | Advisory firm LLC | $1.56B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| GOODFINCH MANAGEMENT, LLC CRD 309789 | San Francisco, CA | Advisory firm LLC | $1.56B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| SHERMAN PORTFOLIOS CRD 322728 | Coeur D'Alene, ID | Advisory firm LLC | $1.56B | 3 advisors | Percentage of AUM; MODEL PROVIDER SUBSCRIPTION FEES | View | |
| HERCULES ADVISER LLC CRD 310662 | San Mateo, CA | Advisory firm LLC | $1.56B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ROYAL FUND MANAGEMENT, LLC CRD 144434 | Lady Lake, FL | Advisory firm LLC | $1.56B | 83 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIARTISAN CAPITAL ADVISORS LLC CRD 324138 | West Palm Beach, FL | Advisory firm LLC | $1.56B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BURTON ENRIGHT WELCH CRD 118376 | Walnut Creek, CA | Advisory firm Partnership | $1.55B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLADSTONE MANAGEMENT CRD 167646 | London | Advisory firm LLP | $1.55B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ISC FINANCIAL ADVISORS CRD 157626 | Albert Lea, MN | Advisory firm LLC | $1.55B | 10 advisors | Percentage of AUM; Hourly charges | View | |
| ANNANDALE CAPITAL, LLC CRD 136667 | Dallas, TX | Advisory firm LLC | $1.55B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KEYSTONE CAPITAL CRD 314798 | Chicago, IL | Advisory firm LP | $1.55B | 28 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CCM INVESTMENT ADVISERS, LLC CRD 105743 | Columbia, SC | Advisory firm LLC | $1.55B | 8 advisors | Percentage of AUM | View | |
| TRITONPOINT WEALTH, LLC CRD 328398 | Chevy Chase, MD | Advisory firm LLC | $1.55B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HEARTWOOD WEALTH ADVISORS, LLC CRD 300273 | Richmond, VA | Advisory firm LLC | $1.55B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARK CAPITAL ADVISORS LLC CRD 339318 | New York, NY | Advisory firm LLC | $1.55B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| FIDUCIARY WEALTH PARTNERS, LLC CRD 160696 | Newton Lower Falls, MA | Advisory firm LLC | $1.54B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ZENYTH PARTNERS CRD 289192 | New York, NY | Advisory firm LLC | $1.54B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ACTIV8 FAMILY OFFICE LLC CRD 337753 | Mclean, VA | Advisory firm LLC | $1.54B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GCP CAPITAL PARTNERS LLC CRD 154457 | New York, NY | Advisory firm LLC | $1.54B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| YCG, LLC CRD 145769 | Austin, TX | Advisory firm LLC | $1.54B | 4 advisors | Percentage of AUM | View | |
| ALTRAVUE CAPITAL, LLC CRD 283260 | Bellevue, WA | Advisory firm LLC | $1.54B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PRMIM CRD 313210 | Mount Laurel, NJ | Advisory firm LLC | $1.54B | 8 advisors | Performance-based fees; % OF NET ASSET VALUE | View |