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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).

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.

FeesReputationProfile
THE FIDUCIARY GROUP

CRD 221530

Savannah, GA

Corporate platform

LLC

$1.97B11 advisorsPercentage of AUM; Fixed feesView
THE NORDEN GROUP LLC

CRD 323988

Provo, UT

Corporate platform

LLC

$1.97B20 advisorsPercentage of AUM; Fixed feesView
SHAPIRO CAPITAL MANAGEMENT LLC

CRD 105581

Atlanta, GA

Corporate platform

LLC

$1.97B4 advisorsPercentage of AUMView
FIC PARTNERS MANAGEMENT, LP

CRD 282788

Houston, TX

Advisory firm

LP

$1.97B7 advisorsPercentage of AUM · Fixed fees +2 moreView
ZAZOVE ASSOCIATES LLC

CRD 104751

Incline Village, NV

Advisory firm

LLC

$1.97B11 advisorsPercentage of AUM; Performance-based feesView
BRYNWOOD PARTNERS

CRD 158087

Greenwich, CT

Advisory firm

LLC

$1.96B13 advisorsPercentage of AUM; Performance-based feesView
OCEAN AVENUE CAPITAL PARTNERS, L.P.

CRD 160122

Santa Monica, CA

Advisory firm

LP

$1.96B12 advisorsPercentage of AUM; Performance-based feesView
C.M. CAPITAL ADVISORS, LLC

CRD 157529

Palo Alto, CA

Advisory firm

LLC

$1.96B11 advisorsPercentage of AUMView
BELLECAPITAL INTERNATIONAL

CRD 158348

Zurich, CA

Corporate platform

Corporation

$1.96B11 advisorsPercentage of AUM · Fixed fees +1 moreView
CS PLANNING CORP

CRD 149937

Portland, OR

Corporate platform

Corporation

$1.96B49 advisorsPercentage of AUM · Hourly charges +1 moreView
KORA MANAGEMENT LP

CRD 172534

Brooklyn, NY

Advisory firm

LP

$1.96B22 advisorsPercentage of AUM · Performance-based fees +1 moreView
HCR WEALTH ADVISORS

CRD 108676

Los Angeles, CA

Corporate platform

Corporation

$1.96B9 advisorsPercentage of AUM · Hourly charges +1 moreView
EVOLUTION WEALTH ADVISORS, LLC

CRD 285142

Aventura, FL

Advisory firm

LLC

$1.96B7 advisorsPercentage of AUM · Hourly charges +1 moreView
GUIDESTONE ADVISORS

CRD 149624

Dallas, TX

Advisory firm

LLC

$1.96B24 advisorsPercentage of AUM; Fixed feesView
CERES PARTNERS, LLC

CRD 290937

South Bend, IN

Advisory firm

LLC

$1.96B16 advisorsPercentage of AUM; Performance-based feesView
QSEMBLE CAPITAL MANAGEMENT, LP

CRD 290920

New York City, NY

Corporate platform

LP

$1.95B5 advisorsPercentage of AUM; Performance-based feesView
3EDGE ASSET MANAGEMENT, LP

CRD 282059

Naples, FL

Corporate platform

LP

$1.95B12 advisorsPercentage of AUMView
QUANTIX COMMODITIES LP

CRD 317784

Greenwich, CT

Advisory firm

LP

$1.95B11 advisorsPercentage of AUMView
NEW STATE CAPITAL PARTNERS

CRD 170409

New Rochelle, NY

Advisory firm

LLC

$1.95B22 advisorsPercentage of AUM; Performance-based feesView
ABOUND WEALTH MANAGEMENT, LLC

CRD 285903

Franklin, TN

Advisory firm

LLC

$1.95B26 advisorsPercentage of AUM; Fixed feesView
BEHRMAN BROTHERS MANAGEMENT COMPANY L.P.

CRD 161083

New York, NY

Advisory firm

LP

$1.95B12 advisorsPercentage of AUM · Performance-based fees +1 moreView
ASCENDANT CAPITAL PARTNERS LP

CRD 306257

Los Angeles, CA

Advisory firm

LP

$1.95B13 advisorsPercentage of AUM; Performance-based feesView
BULLTICK WEALTH MANAGEMENT, LLC

CRD 141588

Miami, FL

Advisory firm

LLC

$1.95B21 advisorsPercentage of AUM · Fixed fees +1 moreView
SOMA EQUITY PARTNERS, LP

CRD 283613

San Francisco, CA

Advisory firm

LP

$1.95B4 advisorsPercentage of AUM; Performance-based feesView
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