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 | |||||
|---|---|---|---|---|---|---|---|
| SONE CAPITAL MANAGEMENT, LLC CRD 331656 | New York, NY | Corporate platform LLC | $1.61B | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ATLANTIC STREET CAPITAL MANAGEMENT, LLC CRD 161107 | Greenwich, CT | Corporate platform LLC | $1.61B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| LESTE CAPITAL PARTNERS (FLORIDA), LLC CRD 285179 | Miami, FL | Advisory firm LLC | $1.61B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GLOBAL STRATEGIC NEXTGEN OCIO CRD 175300 | Scottsdale, AZ | Advisory firm LLC | $1.61B | 5 advisors | Percentage of AUM | View | |
| MOMENTUM INDEPENDENT NETWORK INC. CRD 17587 | Dallas, TX | Corporate platform Corporation | $1.61B | 97 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE GLEASON GROUP, INC. CRD 175104 | Prospect, KY | Corporate platform Corporation | $1.61B | 5 advisors | Percentage of AUM | View | |
| NBT CAPITAL MANAGEMENT, INC. CRD 104932 | Norwich, NY | Corporate platform Corporation | $1.61B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACTIVANT CAPITAL GROUP LLC CRD 173856 | Darien, CT | Corporate platform LLC | $1.61B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FC CAPITAL MANAGEMENT LLC CRD 161220 | Charlotte, NC | Corporate platform LLC | $1.61B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BUCHANAN STREET PARTNERS, L.P. CRD 169052 | Newport Beach, CA | Advisory firm LP | $1.61B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROTUNDA CAPITAL PARTNERS, LLC CRD 290282 | Bethesda, MD | Advisory firm LLC | $1.61B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BOUCHEY FINANCIAL GROUP LTD CRD 111824 | Troy, NY | Corporate platform Corporation | $1.61B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| SILVERARC CAPITAL MANAGEMENT, LLC CRD 304220 | Boston, MA | Corporate platform LLC | $1.61B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL PLAN, INC. CRD 116073 | Bellingham, WA | Corporate platform Corporation | $1.60B | 11 advisors | Percentage of AUM; Hourly charges | View | |
| TANAGER WEALTH MANAGEMENT CRD 166084 | London, CA | Advisory firm LLP | $1.60B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| CREATION INVESTMENTS CRD 171581 | Chicago, IL | Advisory firm LLC | $1.60B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| LINDEN GLOBAL STRATEGIES LLC CRD 159667 | New York, NY | Advisory firm LLC | $1.60B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| N.E.W. ADVISORY SERVICES, LLC CRD 290405 | De Pere, WI | Advisory firm LLC | $1.60B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NAVITER WEALTH, LLC CRD 311508 | Little Rock, AR | Advisory firm LLC | $1.60B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED CRD 291993 | Wan Chai | Corporate platform Corporation | $1.60B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CGN ADVISORS, LLC CRD 159359 | Manhattan, KS | Advisory firm LLC | $1.60B | 39 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEAM WEALTH ADVISORS, INC. CRD 109867 | Covington, LA | Corporate platform Corporation | $1.60B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTA CAPITAL MANAGEMENT LLC CRD 106786 | Salt Lake City, UT | Corporate platform LLC | $1.60B | 12 advisors | Percentage of AUM | View | |
| ACCOLADE ASSET/LIABILITY ADVISORY SERVICES CRD 145635 | Columbus, OH | Advisory firm LLC | $1.60B | 5 advisors | Percentage of AUM; Fixed fees | View |