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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
PARTHENON LLC

CRD 107794

Louisville, KY

Advisory firm

LLC

$1.22B5 advisorsPercentage of AUM; Performance-based feesView
WYNKOOP LLC

CRD 150018

Greenwood Village, CO

Advisory firm

LLC

$1.22B7 advisorsPercentage of AUM; Performance-based feesView
INVESTMENT ADVISORY GROUP LLC

CRD 109445

Sarasota, FL

Corporate platform

LLC

$1.22B5 advisorsPercentage of AUM · Hourly charges +1 moreView
SEASONS OF ADVICE WEALTH MANAGEMENT

CRD 310448

New York, NY

Advisory firm

LLC

$1.22B12 advisorsPercentage of AUM · Fixed fees +1 moreView
SNAPDRAGON CAPITAL PARTNERS LLC

CRD 297989

CT

Advisory firm

LLC

$1.22B3 advisorsPercentage of AUM; Performance-based feesView
DE GROOTE FINANCIAL GROUP, LLC

CRD 168178

Thousand Oaks, CA

Corporate platform

LLC

$1.22B3 advisorsPercentage of AUM · Hourly charges +1 moreView
WISS PRIVATE CLIENT ADVISORS, LLC

CRD 286319

Florham Park, NJ

Advisory firm

LLC

$1.22B9 advisorsPercentage of AUMView
OLD IRONSIDES ENERGY, LLC

CRD 168670

Waltham, MA

Advisory firm

LLC

$1.21B6 advisorsPercentage of AUM; Performance-based feesView
HAUSER RETIREMENT SOLUTIONS 2 LLC

CRD 299959

Cincinnati, OH

Advisory firm

LLC

$1.21B5 advisorsPercentage of AUM; Fixed feesView
FIELDER CAPITAL GROUP LLC

CRD 156737

Nashville, TN

Corporate platform

LLC

$1.21B5 advisorsPercentage of AUM; Fixed feesView
REGENTS GATE CAPITAL LLP

CRD 331810

London

Advisory firm

LLP

$1.21B4 advisorsPercentage of AUM; Performance-based feesView
HUDSON COVE CAPITAL MANAGEMENT LLC

CRD 283128

Jersey City, NJ

Corporate platform

LLC

$1.21B7 advisorsPercentage of AUM · Performance-based fees +1 moreView
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.

CRD 140444

Washington, DC

Corporate platform

Corporation

$1.21B7 advisorsPercentage of AUMView
JAMES INVESTMENT RESEARCH INC

CRD 110433

Xenia, OH

Corporate platform

Corporation

$1.21B8 advisorsPercentage of AUM · Hourly charges +2 moreView
HAMILTON POINT INVESTMENT ADVISORS, LLC

CRD 144534

Chapel Hill, NC

Advisory firm

LLC

$1.21B7 advisorsPercentage of AUMView
HG CAPITAL MANAGEMENT, LLC

CRD 163613

Nashville, TN

Corporate platform

LLC

$1.21B11 advisorsPercentage of AUM; Performance-based feesView
AMERGIN ASSET MANAGEMENT, LLC

CRD 323350

Boca Raton, FL

Corporate platform

LLC

$1.21B5 advisorsPercentage of AUM · Performance-based fees +1 moreView
CHICAGO OAKBROOK FINANCIAL GROUP

CRD 333344

Oak Brook, IL

Corporate platform

LLC

$1.21B9 advisorsPercentage of AUM · Hourly charges +1 moreView
VAN CLEEF ASSET MANAGEMENT INC

CRD 105768

Beachwood, OH

Corporate platform

Other (specify)

$1.21B3 advisorsPercentage of AUMView
WRIGHT INVESTORS SERVICE INC

CRD 106302

Shelton, CT

Corporate platform

Corporation

$1.21B9 advisorsPercentage of AUM · Subscription fees +1 moreView
WESPAC ADVISORS, LLC

CRD 148242

Orinda, CA

Advisory firm

LLC

$1.21B8 advisorsPercentage of AUM; Hourly chargesView
CHILDRESS CAPITAL ADVISORS, LLC

CRD 310277

Houston, TX

Advisory firm

LLC

$1.21B3 advisorsPercentage of AUM · Hourly charges +1 moreView
ANGELES EQUITY PARTNERS, LLC

CRD 281284

Los Angeles, CA

Advisory firm

LLC

$1.20B28 advisorsPercentage of AUM; Performance-based feesView
ARISTA WEALTH MANAGEMENT, LLC

CRD 141504

Las Vegas, NV

Advisory firm

LLC

$1.20B9 advisorsPercentage of AUM · Hourly charges +1 moreView
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