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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 | |||||
|---|---|---|---|---|---|---|---|
| INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC CRD 144733 | Williamsville, NY | Advisory firm LLC | $1.54B | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRATICULE ASIA MACRO ADVISORS LLC CRD 170787 | Singapore | Advisory firm LLC | $1.54B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| METEORA CAPITAL, LLC CRD 313378 | Boca Raton, FL | Advisory firm LLC | $1.54B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ANCORA RETIREMENT PLAN ADVISORS, LLC CRD 31256 | Cleveland, OH | Advisory firm LLC | $1.53B | 22 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SEACREST WEALTH MANAGEMENT, LLC CRD 147092 | Purchase, NY | Advisory firm LLC | $1.53B | 36 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TITAN ADVISORS, LLC CRD 135805 | Stamford, CT | Advisory firm LLC | $1.53B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INFINITY CAPITAL ADVISORS, LLC CRD 159852 | Atlanta, GA | Advisory firm LLC | $1.53B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KINGS PATH PARTNERS LLC CRD 269876 | Sugar Land, TX | Advisory firm LLC | $1.53B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIAD WEALTH PARTNERS, LLC CRD 326523 | Lawrence, KS | Advisory firm LLC | $1.53B | 33 advisors | Percentage of AUM; Fixed fees | View | |
| CAVU CONSUMER PARTNERS, LLC CRD 281535 | New York, NY | Advisory firm LLC | $1.53B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| OLDFIELD PARTNERS LLP CRD 140556 | London | Advisory firm LLP | $1.52B | 8 advisors | Percentage of AUM | View | |
| CAPITAL CREEK PARTNERS CRD 301211 | Austin, TX | Advisory firm LLC | $1.52B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRIUNE FINANCIAL PARTNERS, LLC CRD 152277 | Overland Park, KS | Advisory firm LLC | $1.52B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAMAR SECURITIES, LLC CRD 153991 | Woodland Hills, CA | Advisory firm LLC | $1.52B | 18 advisors | Percentage of AUM; Hourly charges | View | |
| NEXT CENTURY GROWTH INVESTORS LLC CRD 108978 | Plymouth, MN | Advisory firm LLC | $1.52B | 5 advisors | Percentage of AUM | View | |
| ASCENT WEALTH PARTNERS, LLC CRD 158898 | New Hartford, NY | Advisory firm LLC | $1.52B | 15 advisors | Percentage of AUM | View | |
| LEGACY CAPITAL WEALTH PARTNERS, LLC CRD 291960 | Little Rock, AR | Advisory firm LLC | $1.52B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| GOEHRING & ROZENCWAJG ASSOCIATES, LLC CRD 283394 | New York, NY | Advisory firm LLC | $1.51B | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 22C CAPITAL LLC CRD 298094 | Boca Raton, FL | Advisory firm LLC | $1.51B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ARIEL ALTERNATIVES, LLC CRD 314178 | Chicago, IL | Advisory firm LLC | $1.51B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FRONTRANGE CAPITAL ADVISERS, LLC CRD 162388 | Denver, CO | Advisory firm LLC | $1.51B | 29 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CLOUGH CAPITAL PARTNERS, LP CRD 131257 | Boston, MA | Advisory firm LP | $1.51B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP CRD 289890 | Excelsior, MN | Advisory firm LP | $1.51B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| ANCIENT ART, L.P. CRD 141112 | Austin, TX | Advisory firm LP | $1.50B | 8 advisors | Percentage of AUM; Performance-based fees | View |