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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.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| ISTHMUS PARTNERS, LLC CRD 171279 | Madison, WI | Advisory firm LLC | $1.44B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARLINE CAPITAL LP CRD 166699 | New York, NY | Advisory firm LP | $1.44B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PARKSIDE INVESTMENTS, LLC CRD 286178 | Deerfield, IL | Advisory firm LLC | $1.44B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MPE PARTNERS CRD 281787 | Cleveland, OH | Advisory firm LLC | $1.44B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| IRONSHORE FINANCIAL CRD 294053 | AL | Advisory firm LLC | $1.44B | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SHERIDAN CAPITAL PARTNERS CRD 299035 | Chicago, IL | Advisory firm LP | $1.44B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| TERRA REIT ADVISORS, LLC CRD 290571 | New York, NY | Advisory firm LLC | $1.44B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| BAY COLONY ADVISORS CRD 152583 | Concord, MA | Corporate platform Corporation | $1.43B | 30 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JGP WEALTH MANAGEMENT, LLC CRD 290694 | Bend, OR | Advisory firm LLC | $1.43B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTSIDE WEALTH GROUP, LLC CRD 325175 | Provo, UT | Corporate platform LLC | $1.43B | 47 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK CITY INVESTMENT CONSULTING CRD 162220 | Wake Forest, NC | Advisory firm LLC | $1.43B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SANDERSON WEALTH MANAGEMENT, LLC CRD 118910 | Buffalo, NY | Advisory firm LLC | $1.43B | 11 advisors | Percentage of AUM | View | |
| SLW MANAGEMENT COMPANY CRD 329215 | San Francisco, CA | Advisory firm LLC | $1.43B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| O'BRIEN-STALEY PARTNERS CRD 169245 | Edina, MN | Advisory firm LLC | $1.43B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| ANDERSON HOAGLAND & CO CRD 105157 | St. Louis, MO | Corporate platform Corporation | $1.43B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUE PRIVATE WEALTH ADVISORS, LLC CRD 164947 | Salem, OR | Advisory firm LLC | $1.43B | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAN GLOBAL PRIVATE MARKETS (UK) LIMITED CRD 198515 | London | Advisory firm Other (specify) | $1.43B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| UNITED ADVISOR GROUP CRD 324205 | Cincinnati, OH | Corporate platform LLC | $1.43B | 51 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOTTINGHAM ADVISORS INC. CRD 104928 | Amherst, NY | Corporate platform Corporation | $1.43B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| KRYGER CAPITAL LLC CRD 318571 | Hamilton | Advisory firm LLC | $1.43B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| EIGHTFOLD REAL ESTATE CAPITAL, L.P. CRD 163086 | Miami, FL | Advisory firm LP | $1.43B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| LARSON CAPITAL MANAGEMENT, LLC CRD 301971 | Chesterfield, MO | Corporate platform LLC | $1.43B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WHITEHAWK CAPITAL PARTNERS LP CRD 307669 | CA | Advisory firm LP | $1.43B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| THE EDGAR LOMAX COMPANY CRD 105444 | Alexandria, VA | Corporate platform Corporation | $1.42B | 7 advisors | Percentage of AUM · Hourly charges +2 more | View |