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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
TRIAD WEALTH PARTNERS, LLC

CRD 326523

Lawrence, KS

Advisory firm

LLC

$1.53B33 advisorsPercentage of AUM; Fixed feesView
CAVU CONSUMER PARTNERS, LLC

CRD 281535

New York, NY

Advisory firm

LLC

$1.53B8 advisorsPercentage of AUM; Performance-based feesView
OLDFIELD PARTNERS LLP

CRD 140556

London

Advisory firm

LLP

$1.52B8 advisorsPercentage of AUMView
CAPITAL CREEK PARTNERS

CRD 301211

Austin, TX

Advisory firm

LLC

$1.52B15 advisorsPercentage of AUM · Fixed fees +1 moreView
TRIUNE FINANCIAL PARTNERS, LLC

CRD 152277

Overland Park, KS

Advisory firm

LLC

$1.52B11 advisorsPercentage of AUM · Hourly charges +1 moreView
TAMAR SECURITIES, LLC

CRD 153991

Woodland Hills, CA

Advisory firm

LLC

$1.52B18 advisorsPercentage of AUM; Hourly chargesView
ALBRITTON CAPITAL MANAGEMENT CO

CRD 112772

Alpharetta, GA

Corporate platform

Corporation

$1.52B1 advisorsPercentage of AUMView
ANDERSON FINANCIAL PARTNERS, INC.

CRD 126641

Ponte Vedra, FL

Corporate platform

Corporation

$1.52B2 advisorsPercentage of AUM · Hourly charges +1 moreView
TOWNSEND

CRD 113681

Westminster, CO

Corporate platform

Corporation

$1.52B11 advisorsPercentage of AUM · Hourly charges +1 moreView
NEXT CENTURY GROWTH INVESTORS LLC

CRD 108978

Plymouth, MN

Advisory firm

LLC

$1.52B5 advisorsPercentage of AUMView
ROBINHOOD ASSET MANAGEMENT

CRD 323736

Menlo Park, CA

Corporate platform

LLC

$1.52B138 advisorsPercentage of AUM; REFERRAL FEEView
ASCENT WEALTH PARTNERS, LLC

CRD 158898

New Hartford, NY

Advisory firm

LLC

$1.52B15 advisorsPercentage of AUMView
GLYNN CAPITAL MANAGEMENT, LLC

CRD 111296

Menlo Park, CA

Corporate platform

LLC

$1.52B11 advisorsPercentage of AUM; Performance-based feesView
CAPROCK PARTNERS MANAGEMENT, INC.

CRD 296925

Newport Beach, CA

Corporate platform

Corporation

$1.52B14 advisorsPercentage of AUM; Performance-based feesView
COMPAK ASSET MANAGEMENT

CRD 109930

Newport Beach, CA

Corporate platform

Corporation

$1.52B14 advisorsPercentage of AUM · Hourly charges +3 moreView
CATHOLIC INVESTMENT SERVICES, INC.

CRD 172467

Boston, MA

Corporate platform

Corporation

$1.52B4 advisorsPercentage of AUMView
MIDWEST FINANCIAL PARTNERS

CRD 173790

St.. Cloud, MN

Corporate platform

Corporation

$1.52B9 advisorsPercentage of AUM · Hourly charges +1 moreView
LEGACY CAPITAL WEALTH PARTNERS, LLC

CRD 291960

Little Rock, AR

Advisory firm

LLC

$1.52B17 advisorsPercentage of AUM; Fixed feesView
ANCHOR INVESTMENT MANAGEMENT

CRD 135296

Columbia, SC

Corporate platform

LLC

$1.52B10 advisorsPercentage of AUM; Fixed feesView
LEGACY FINANCIAL ADVISORS, INC.

CRD 158675

Covington, KY

Corporate platform

Corporation

$1.52B12 advisorsPercentage of AUM; Fixed feesView
EDGEMOOR INVESTMENT ADVISORS, INC.

CRD 109104

Bethesda, MD

Corporate platform

Corporation

$1.52B6 advisorsPercentage of AUMView
RBC SECURITIES, INC.

CRD 103705

Los Angeles, CA

Corporate platform

Corporation

$1.52B124 advisorsPercentage of AUM; MUTUAL FUND FEES, BROKER FEES & TRANSACTION FEESView
ALDEN CAPITAL

CRD 293551

Wayne, PA

Corporate platform

Corporation

$1.52B19 advisorsPercentage of AUM; Fixed feesView
GOEHRING & ROZENCWAJG ASSOCIATES, LLC

CRD 283394

New York, NY

Advisory firm

LLC

$1.51B2 advisorsPercentage of AUM · Performance-based fees +1 moreView
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