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 | |||||
|---|---|---|---|---|---|---|---|
| IAG WEALTH PARTNERS, LLC CRD 109721 | Waukesha, WI | Advisory firm LLC | $1.87B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTEND ADVISORS, LLC CRD 133279 | Charlotte, NC | Advisory firm LLC | $1.87B | 7 advisors | Percentage of AUM | View | |
| UX WEALTH PARTNERS LLC CRD 308983 | Centennial, CO | Advisory firm LLC | $1.87B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DIVERSIFIED MANAGEMENT INC CRD 106680 | Milwaukee, WI | Corporate platform Corporation | $1.87B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NMS CAPITAL SERVICES, LLC CRD 158140 | New York, NY | Advisory firm LLC | $1.87B | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MORGAN STANLEY PRIVATE EQUITY ASIA, INC. CRD 134366 | New York, NY | Corporate platform Corporation | $1.86B | 44 advisors | Percentage of AUM; Performance-based fees | View | |
| SCOUT ENERGY MANAGEMENT LLC CRD 161832 | Dallas, TX | Advisory firm LLC | $1.86B | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| TRITIUM PARTNERS CRD 173132 | Austin, TX | Advisory firm LLC | $1.86B | 26 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FIRST LONG ISLAND INVESTORS, LLC CRD 167212 | Jericho, NY | Advisory firm LLC | $1.86B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WINDWARD CAPITAL MANAGEMENT CO CRD 106908 | Los Angeles, CA | Corporate platform Corporation | $1.86B | 3 advisors | Percentage of AUM | View | |
| CONDIRE MANAGEMENT, LP CRD 311762 | Dallas, TX | Advisory firm LP | $1.86B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| VARSITY HEALTHCARE PARTNERS CRD 285151 | Los Angeles, CA | Advisory firm LP | $1.86B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| ASHTON THOMAS SECURITIES, LLC CRD 16629 | Rochester, NY | Advisory firm LLC | $1.86B | 26 advisors | Percentage of AUM | View | |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC CRD 170602 | Silverdale, WA | Advisory firm LLC | $1.86B | 48 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOANNA CAPITAL MANAGEMENT LLC CRD 314952 | FL | Corporate platform LLC | $1.86B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MONASHEE INVESTMENT MANAGEMENT, LLC CRD 163148 | Boston, MA | Corporate platform LLC | $1.86B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| TIGER PACIFIC CAPITAL LP CRD 167099 | New York, NY | Advisory firm LP | $1.86B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| GRIFFIS RESIDENTIAL INVESTMENT ADVISOR CRD 166201 | Greenwood Village, CO | Advisory firm LLC | $1.85B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| IGP INDUSTRIES, LLC CRD 157214 | San Francisco, CA | Advisory firm LLC | $1.85B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| COLONIAL TRUST ADVISORS, INC. CRD 110257 | Spartanburg, SC | Corporate platform Corporation | $1.85B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| WILLIS JOHNSON WEALTH CRD 119759 | Houston, TX | Corporate platform Corporation | $1.85B | 21 advisors | Percentage of AUM; Fixed fees | View | |
| TIDE CYCLE RESOURCES LLC CRD 330698 | Portsmouth, NH | Advisory firm LLC | $1.85B | 2 advisors | Percentage of AUM | View | |
| CSM CAPITAL CORPORATION CRD 129789 | New York, NY | Corporate platform Corporation | $1.85B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GRANITE INVESTMENT PARTNERS, LLC CRD 150632 | El Segundo, CA | Advisory firm LLC | $1.84B | 14 advisors | Percentage of AUM; Performance-based fees | View |