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 | |||||
|---|---|---|---|---|---|---|---|
| PIVOT CAPITAL PARTNERS LLC CRD 335324 | Chicago, IL | Advisory firm LLC | $1.40B | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERITY INVESTMENT PARTNERS CRD 119630 | Beaufort, SC | Advisory firm LLC | $1.40B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| LAUREL OAK WEALTH MANAGEMENT, LLC CRD 336824 | Marlton, NJ | Advisory firm LLC | $1.40B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSET ADVISORS CRD 297305 | Augusta, GA | Advisory firm LLC | $1.40B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ACORN FINANCIAL ADVISORY SERVICES, INC. CRD 116763 | Reston, VA | Corporate platform Corporation | $1.40B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOURWORLD CAPITAL MANAGEMENT LLC CRD 284138 | New York, NY | Corporate platform LLC | $1.40B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| ST. DENIS J. VILLERE & CO., LLC CRD 105159 | New Orleans, LA | Advisory firm LLC | $1.40B | 4 advisors | Percentage of AUM | View | |
| MATRIX ASSET ADVISORS INC CRD 107408 | White Plains, NY | Corporate platform Corporation | $1.40B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EQUITY INTERNATIONAL CRD 156961 | Chicago, IL | Advisory firm LLC | $1.40B | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRUSTMONT ADVISORY GROUP, INC. CRD 106015 | Greensburg, PA | Corporate platform Corporation | $1.40B | 60 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KUDU INVESTMENT HOLDINGS, LLC CRD 174350 | New York, NY | Corporate platform LLC | $1.39B | 7 advisors | Performance-based fees | View | |
| MARIETTA WEALTH MANAGEMENT, LLC CRD 281782 | Marietta, GA | Advisory firm LLC | $1.39B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSPIRION WEALTH ADVISORS, LLC CRD 165174 | Libertyville, IL | Advisory firm LLC | $1.39B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRONVIEW CAPITAL MANAGEMENT, LLC CRD 150250 | Conshohocken, PA | Corporate platform LLC | $1.39B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESM MANAGEMENT LLC CRD 150142 | MA | Advisory firm LLC | $1.39B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SYNTEGRA PRIVATE WEALTH GROUP LLC CRD 323180 | Chesterfield, MO | Corporate platform LLC | $1.39B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| PARADICE INVESTMENT MANAGEMENT LLC CRD 164411 | Sydney, CO | Corporate platform LLC | $1.39B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CORRUM CAPITAL MANAGEMENT CRD 168693 | Charlotte, NC | Corporate platform LLC | $1.39B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AROHI ASSET MANAGEMENT PTE LTD. CRD 160798 | Singapore | Corporate platform Other (specify) | $1.39B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SECURITY CAPITAL MANAGEMENT CRD 396 | Wheeling, WV | Corporate platform Corporation | $1.39B | 14 advisors | Percentage of AUM | View | |
| GOLDEN BELL PARTNERS, LLC CRD 172580 | VA | Advisory firm LLC | $1.39B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DENALI ADVISORS, LLC CRD 110242 | San Diego, CA | Advisory firm LLC | $1.39B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| JOURNEY WEALTH MANAGEMENT CRD 298904 | Cleveland, OH | Advisory firm LLC | $1.39B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| TOWN LANE MANAGEMENT LP CRD 328404 | New York, NY | Advisory firm LP | $1.38B | 13 advisors | Percentage of AUM; Performance-based fees | View |