Search advisors
Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
43,072 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 | |||||
|---|---|---|---|---|---|---|---|
| ANALYST PORTFOLIO MANAGEMENT LTD. CRD 114642 | Tel Aviv, CA | Corporate platform Corporation | $2.69B | 21 advisors | Percentage of AUM | View | |
| VALLEY WEALTH MANAGERS, INC. CRD 108879 | Paramus, NJ | Corporate platform Corporation | $2.69B | 34 advisors | Percentage of AUM; Hourly charges | View | |
| W CAPITAL PARTNERS CRD 159408 | New York, NY | Advisory firm LLC | $2.68B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MAIN STREET RESEARCH LLC CRD 114629 | Lakeville, CT | Advisory firm LLC | $2.68B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| CIM CAPITAL, LLC CRD 277038 | Los Angeles, CA | Advisory firm LLC | $2.68B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CADIAN CAPITAL MANAGEMENT, LP CRD 157813 | New York, NY | Corporate platform LP | $2.68B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MARCUS PARTNERS, LLC CRD 161326 | Boston, MA | Advisory firm LLC | $2.68B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| MCADAM LLC CRD 170914 | Radnor, PA | Advisory firm LLC | $2.68B | 138 advisors | Percentage of AUM; Fixed fees | View | |
| INTANDEM CAPITAL PARTNERS, LP CRD 288774 | New York, NY | Advisory firm LLC | $2.68B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| HERON VIEW PARTNERS LLC CRD 105926 | New York, NY | Advisory firm LLC | $2.67B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| PINE VALLEY INVESTMENTS CRD 173995 | Marlton, NJ | Advisory firm LLC | $2.67B | 31 advisors | Percentage of AUM | View | |
| PARALEL ADVISORS LLC CRD 315804 | Denver, CO | Advisory firm LLC | $2.67B | 2 advisors | Percentage of AUM | View | |
| 36 NORTH CAPITAL MANAGEMENT, LLC CRD 317557 | Bentonville, AR | Corporate platform LLC | $2.67B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WINDROSE ADVISORS LLC CRD 152145 | Waltham, MA | Advisory firm LLC | $2.67B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MULTNOMAH GROUP, INC. CRD 132131 | Portland, OR | Corporate platform Corporation | $2.67B | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHILLIPS AND COMPANY ADVISORS LLC CRD 167214 | Portland, OR | Advisory firm LLC | $2.66B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TOMS CAPITAL INVESTMENT MANAGEMENT LP CRD 291362 | New York, NY | Corporate platform LP | $2.66B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. CRD 138240 | AL | Corporate platform Corporation | $2.66B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY WEALTH MANAGEMENT, LLC CRD 108619 | Memphis, TN | Advisory firm LLC | $2.66B | 16 advisors | Percentage of AUM; Fixed fees | View | |
| LEXINGTON ADVISORS LLC CRD 107364 | New York, NY | Advisory firm LLC | $2.66B | 165 advisors | Percentage of AUM; Performance-based fees | View | |
| IPI WEALTH MANAGEMENT, INC. CRD 111872 | Decatur, IL | Corporate platform Corporation | $2.66B | 65 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TITLEIST ASSET MANAGEMENT, LLC CRD 323567 | San Antonio, TX | Corporate platform LLC | $2.66B | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARDE CAPITAL, INC. CRD 151043 | Seattle, WA | Corporate platform Corporation | $2.65B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE INVESTMENT PARTNERS, LLC CRD 111753 | Atlanta, GA | Advisory firm LLC | $2.65B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View |