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 | |||||
|---|---|---|---|---|---|---|---|
| MORGAN PROPERTIES SPECIAL SITUATIONS II LLC CRD 300795 | Conshohocken, PA | Advisory firm LLC | $1.37B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THE PLANNING CENTER, INC. CRD 118994 | Moline, IL | Corporate platform Corporation | $1.37B | 12 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AFFIANCE FINANCIAL LLC CRD 113200 | St.. Louis Park, MN | Advisory firm LLC | $1.37B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| ARCADIA INVESTMENT PARTNERS CRD 161426 | New York, NY | Advisory firm LLC | $1.37B | 4 advisors | Fixed fees · Performance-based fees +1 more | View | |
| J. L. BAINBRIDGE & CO., INC. CRD 108058 | Sarasota, FL | Corporate platform Corporation | $1.37B | 6 advisors | Percentage of AUM | View | |
| RICE PARK CAPITAL CRD 304990 | Plymouth, MN | Advisory firm LP | $1.37B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BEIRNE. CRD 167103 | Shelton, CT | Advisory firm LLC | $1.37B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ONYX BRIDGE WEALTH GROUP LLC CRD 306097 | Tarrytown, NY | Corporate platform LLC | $1.37B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE INSTITUTE CRD 127207 | Denver, CO | Advisory firm LLC | $1.37B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK DIAMOND FINANCIAL, LLC CRD 145108 | Lutherville, MD | Advisory firm LLC | $1.37B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEXT LEVEL PRIVATE LLC CRD 313247 | Harrison, NY | Advisory firm LLC | $1.37B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| SEAVIEW INVESTMENT MANAGERS LLC CRD 300155 | Coral Gables, FL | Advisory firm LLC | $1.37B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BRASA CAPITAL MANAGEMENT CRD 316265 | Los Angeles, CA | Corporate platform LP | $1.37B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| MERIDIAN WEALTH PARTNERS, LLC CRD 287768 | East Norriton, PA | Advisory firm LLC | $1.37B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| MOUNTAIN CAPITAL MANAGEMENT, LLC CRD 281465 | Houston, TX | Corporate platform LLC | $1.37B | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DIAPHANUM CRD 310052 | Madrid, FL | Advisory firm LLC | $1.37B | 6 advisors | Percentage of AUM | View | |
| BH CREDIT MANAGEMENT LLC CRD 317505 | Dallas, TX | Advisory firm LLC | $1.37B | 14 advisors | Percentage of AUM | View | |
| AEGIS FINANCIAL CORPORATION CRD 111587 | Mclean, VA | Corporate platform Corporation | $1.37B | 4 advisors | Percentage of AUM | View | |
| HOLLOW BROOK WEALTH MANAGEMENT LLC CRD 145521 | Katonah, NY | Advisory firm LLC | $1.37B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SEASIDE EQUITY PARTNERS CRD 307171 | San Diego, CA | Advisory firm LLC | $1.37B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| ASSET RISK CONSULTANTS (UK) LIMITED CRD 292916 | London, NC | Advisory firm Other (specify) | $1.37B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ADVISORS, LTD., LLC CRD 153600 | Shaker Heights, OH | Advisory firm LLC | $1.37B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROOSEVELT CAPITAL MANAGEMENT LLC CRD 283217 | Dallas, TX | Corporate platform LLC | $1.37B | 2 advisors | Percentage of AUM | View | |
| ORIBEL CAPITAL MANAGEMENT, LP CRD 283118 | New York, NY | Corporate platform LP | $1.37B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View |