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 | |||||
|---|---|---|---|---|---|---|---|
| HORAN WEALTH, LLC CRD 333974 | Cincinnati, OH | Advisory firm LLC | $1.47B | 20 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMMUNITY INVESTMENT MANAGEMENT LLC CRD 174204 | San Francisco, CA | Corporate platform LLC | $1.47B | 31 advisors | Percentage of AUM; Performance-based fees | View | |
| RIVER WEALTH ADVISORS LLC CRD 173767 | Camp Hill, PA | Advisory firm LLC | $1.47B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FCI ADVISORS CRD 106398 | Overland Park, KS | Corporate platform Corporation | $1.47B | 6 advisors | Percentage of AUM | View | |
| VANTAGE INFRASTRUCTURE (USA) INC. CRD 157458 | New York, NY | Corporate platform Corporation | $1.47B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CJM WEALTH ADVISERS, LTD. CRD 107750 | Falls Church, VA | Corporate platform Corporation | $1.47B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CYPRESS POINT WEALTH MANAGEMENT, LLC CRD 143771 | Dallas, TX | Advisory firm LLC | $1.47B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| DENDUR CAPITAL LP CRD 300823 | New York, NY | Advisory firm LP | $1.46B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| AERODIGM WEALTH LLC CRD 282312 | Lake Oswego, OR | Advisory firm LLC | $1.46B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACTIVEST WEALTH MANAGEMENT, LLC CRD 156150 | Aventura, FL | Advisory firm LLC | $1.46B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RAVEN CREDIT CAPITAL MANAGEMENT LLC CRD 331556 | New York, NY | Corporate platform LLC | $1.46B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| MARTEL WEALTH ADVISORS, LLC CRD 296896 | Vancouver, WA | Advisory firm LLC | $1.46B | 12 advisors | Percentage of AUM | View | |
| AMIP MANAGEMENT CRD 284231 | Seal Beach, CA | Advisory firm LLC | $1.46B | 5 advisors | Percentage of AUM · Commissions +2 more | View | |
| BROOKLANDS CRD 286221 | London | Advisory firm LLC | $1.46B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FORGE FINANCIAL CRD 306480 | Edmond, OK | Advisory firm LLC | $1.46B | 15 advisors | Percentage of AUM | View | |
| KKR REGISTERED ADVISOR LLC CRD 309284 | New York, NY | Advisory firm LLC | $1.46B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| REDHAWK WEALTH ADVISORS, INC. CRD 146616 | Minneapolis, MN | Corporate platform Corporation | $1.46B | 47 advisors | Percentage of AUM; Fixed fees | View | |
| MEDIQUS ASSET ADVISORS, INC. CRD 107694 | Chicago, IL | Corporate platform Corporation | $1.46B | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TEMA ETFS LLC CRD 332224 | New York, NY | Advisory firm LLC | $1.46B | 8 advisors | Percentage of AUM | View | |
| SHADE TREE ADVISORS LLC CRD 289905 | Saratoga Springs, NY | Advisory firm LLC | $1.45B | 21 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ELECTRA CAPITAL CRD 318664 | Conshohocken, PA | Advisory firm LLC | $1.45B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPINE PRIVATE WEALTH CRD 286072 | Saint Louis, MO | Advisory firm LLC | $1.45B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ICAPITAL, LLC CRD 122816 | Boston, MA | Advisory firm LLC | $1.45B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| NICHOLAS INVESTMENT PARTNERS, L.P. CRD 140159 | San Diego, CA | Advisory firm LP | $1.45B | 5 advisors | Percentage of AUM; Performance-based fees | View |