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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 | |||||
|---|---|---|---|---|---|---|---|
| LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC CRD 289401 | Beverly Hills, CA | Advisory firm LLC | $1.50B | 52 advisors | Percentage of AUM; Performance-based fees | View | |
| PLATTE RIVER EQUITY CRD 160667 | Denver, CO | Advisory firm LP | $1.50B | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| KINTRA WEALTH, LLC CRD 299407 | Williamsport, PA | Advisory firm LLC | $1.50B | 43 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DRIVE WEALTH ADVISERS CRD 174728 | Lehi, UT | Advisory firm LLC | $1.50B | 15 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPITAL PLANNING ADVISORS LLC CRD 170266 | Roseville, CA | Advisory firm LLC | $1.50B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLASS VI FAMILY OFFICE, LLC CRD 285035 | Denver, CO | Advisory firm LLC | $1.50B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| FORUSALL CRD 167241 | AL | Advisory firm LLC | $1.50B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SALEM PARTNERS WEALTH MANAGEMENT, LLC CRD 131359 | Los Angeles, CA | Advisory firm LLC | $1.50B | 3 advisors | Percentage of AUM | View | |
| STONY POINT CAPITAL CRD 283066 | New York, NY | Advisory firm LLC | $1.49B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LINEAR B PARTNERS LP CRD 315185 | New York, NY | Advisory firm LP | $1.49B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| THE INFORMED MOMENTUM COMPANY LLC CRD 144908 | Solana Beach, CA | Advisory firm LLC | $1.49B | 13 advisors | Percentage of AUM | View | |
| MOUNTAINGATE MANAGEMENT CO., LLC CRD 294899 | Denver, CO | Advisory firm LLC | $1.49B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| VIRTUS CAPITAL ADVISERS, LLC CRD 107346 | Hartford, CT | Advisory firm LLC | $1.49B | 0 total employees | Percentage of AUM | View | |
| SPRINGCOAST CAPITAL PARTNERS, L.P. CRD 327164 | New York, NY | Advisory firm LP | $1.49B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ARCHFORD CAPITAL STRATEGIES, LLC CRD 164482 | Swansea, IL | Advisory firm LLC | $1.49B | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CCS PARTNERS LLC CRD 329876 | New York, NY | Advisory firm LLC | $1.49B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FPLF MANAGEMENT LLC CRD 331881 | New York, NY | Advisory firm LLC | $1.49B | 73 advisors | Percentage of AUM; Performance-based fees | View | |
| YUCAIPA MASTER MANAGER, LLC CRD 158216 | Los Angeles, CA | Advisory firm LLC | $1.49B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLIED INVESTMENT ADVISORS LLC CRD 159103 | Billings, MT | Advisory firm LLC | $1.49B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AWM CAPITAL, LLC CRD 287980 | Phoenix, AZ | Advisory firm LLC | $1.49B | 28 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL IMPACT ADVISORS CRD 168313 | Boston, MA | Advisory firm LLC | $1.49B | 4 advisors | Percentage of AUM | View | |
| SUNESIS ADVISORS, LLC CRD 159114 | Overland Park, KS | Advisory firm LLC | $1.48B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SPARTAN WEALTH MANAGEMENT CRD 331719 | Bingham Farms, MI | Advisory firm LLC | $1.48B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUANTUM FINANCIAL ADVISORS, LLC CRD 317386 | Santa Monica, CA | Advisory firm LLC | $1.48B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View |