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 | |||||
|---|---|---|---|---|---|---|---|
| THE RAELIPSKIE PARTNERSHIP CRD 327652 | Waterloo | Corporate platform Corporation | $1.07B | 11 advisors | Percentage of AUM | View | |
| FIDUCIARY BENEFITS GROUP CRD 326204 | AZ | Corporate platform Corporation | $1.07B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PINNBROOK CAPITAL MANAGEMENT LP CRD 312827 | New York, NY | Corporate platform LP | $1.07B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CALTIUS CAPITAL MANAGEMENT, LP CRD 157007 | Los Angeles, CA | Corporate platform LP | $1.06B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| GIBBS WEALTH MANAGEMENT, LLC CRD 281621 | Alpharetta, GA | Advisory firm LLC | $1.06B | 59 advisors | Percentage of AUM | View | |
| NPA ASSET MANAGEMENT, LLC CRD 131534 | Fair Lawn, NJ | Corporate platform LLC | $1.06B | 52 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SPECTRUM INVESTMENT ADVISORS, INC. CRD 108669 | Mequon, WI | Corporate platform Corporation | $1.06B | 20 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ISTO ADVISORS, LLC CRD 284560 | Troy, MI | Advisory firm LLC | $1.06B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSIGHT WEALTH STRATEGIES, LLC CRD 293644 | San Ramon, CA | Advisory firm LLC | $1.06B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UPTICK PARTNERS, LLC CRD 324250 | Nacogdoches, TX | Advisory firm LLC | $1.06B | 25 advisors | Percentage of AUM; Fixed fees | View | |
| PENSO ADVISORS, LLC CRD 158297 | New York, NY | Advisory firm LLC | $1.06B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. CRD 120952 | Pasadena, CA | Corporate platform LLC | $1.06B | 2 advisors | Percentage of AUM | View | |
| VESTIA PERSONAL WEALTH ADVISORS CRD 290565 | Fort Wayne, IN | Advisory firm LLC | $1.06B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TALSON CAPITAL MANAGEMENT L.P. CRD 150787 | Darien, CT | Corporate platform LP | $1.06B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MCGUIRE WEALTH MANAGEMENT CRD 296271 | Wakefield, RI | Advisory firm LLC | $1.06B | 3 advisors | Percentage of AUM | View | |
| HANSON & DOREMUS INVESTMENT MANAGEMENT CRD 108045 | Burlington, VT | Corporate platform Corporation | $1.06B | 10 advisors | Percentage of AUM; Hourly charges | View | |
| BEEKMAN INVESTMENT ADVISORS CRD 163519 | New York, NY | Advisory firm LLC | $1.06B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| TALON LLC CRD 298714 | San Juan, PR | Advisory firm LLC | $1.06B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVELYN PARTNERS ASSET MANAGEMENT LIMITED CRD 160376 | London | Corporate platform Other (specify) | $1.06B | 34 advisors | Percentage of AUM | View | |
| AVIDITY PARTNERS MANAGEMENT LP CRD 304628 | Dallas, TX | Advisory firm LP | $1.06B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FOURPATH CAPITAL MANAGEMENT, LLC CRD 313573 | Oklahoma City, OK | Corporate platform LLC | $1.06B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GIA PARTNERS, LLC. CRD 151207 | New York, NY | Advisory firm LLC | $1.06B | 5 advisors | Percentage of AUM | View | |
| CLEARVIEW FINANCIAL PARTNERS CRD 286168 | Radnor, PA | Advisory firm LLC | $1.06B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOK FINANCIAL ADVISORS CRD 17530 | Tulsa, OK | Corporate platform Corporation | $1.06B | 142 advisors | Percentage of AUM · Hourly charges +2 more | View |