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 | |||||
|---|---|---|---|---|---|---|---|
| FORESIGHT GLOBAL INVESTORS, INC. CRD 281818 | Purchase, NY | Corporate platform Corporation | $955.2M | 3 advisors | Percentage of AUM | View | |
| TARBOX FAMILY OFFICE, INC. CRD 106079 | Newport Beach, CA | Corporate platform Corporation | $953.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARVIN CAPITAL MANAGEMENT LP CRD 315672 | Austin, TX | Corporate platform LP | $953.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SLOW CAPITAL, INC. CRD 286688 | Greenbrae, CA | Corporate platform Corporation | $953.3M | 2 advisors | Percentage of AUM | View | |
| BUILDER INVESTMENT GROUP CRD 107671 | Atlanta, GA | Corporate platform Corporation | $952.5M | 4 advisors | Percentage of AUM | View | |
| ONDO CAPITAL MANAGEMENT LLC CRD 325197 | Greenwich, CT | Corporate platform LLC | $952.5M | 7 advisors | MANAGEMENT FEE IS WAIVED THROUGH JULY 1, 2026 | View | |
| D.B. ROOT & COMPANY, LLC CRD 188512 | Pittsburgh, PA | Advisory firm LLC | $952.4M | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MARTIN, JAVAN VON CRD 335035 | NE | Advisory firm Sole prop | $952.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| CONVERIUM CAPITAL INC. CRD 312880 | Montreal, Quebec | Corporate platform Corporation | $952.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY FINANCIAL STRATEGIES, LLC CRD 283553 | Overland Park, KS | Advisory firm LLC | $952.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE PLANNING GROUP CRD 307189 | Fairfield, NJ | Corporate platform Corporation | $951.8M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN FINANCIAL ADVISORS, LLC. CRD 115824 | Marietta, GA | Advisory firm LLC | $950.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRICKLEY WEALTH MANAGEMENT CRD 287487 | San Mateo, CA | Advisory firm Other (specify) | $950.1M | 5 advisors | Percentage of AUM | View | |
| EVERVIEW PARTNERS, L.P. CRD 334067 | New York, NY | Advisory firm LP | $949.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| ROBOTTI & COMPANY ADVISORS, LLC CRD 128093 | New York, NY | Advisory firm LLC | $949.8M | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HEADLANDS CAPITAL CRD 163598 | New York, NY | Advisory firm LLC | $949.4M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| PETROCAP, LLC CRD 169688 | Dallas, TX | Advisory firm LLC | $949.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SMI ADVISORY SERVICES, LLC CRD 137872 | Columbus, IN | Advisory firm LLC | $949.0M | 5 advisors | Percentage of AUM | View | |
| THE MOSAIC FINANCIAL GROUP, LLC CRD 109816 | Chicago, IL | Corporate platform LLC | $948.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DESTINY WEALTH PARTNERS, LLC CRD 171346 | Tavares, FL | Advisory firm LLC | $947.3M | 11 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| AUXIER ASSET MANAGEMENT CRD 107980 | Aurora, OR | Corporate platform LLC | $946.1M | 6 advisors | Percentage of AUM | View | |
| ALMANACK INVESTMENT PARTNERS CRD 282428 | Wayne, PA | Advisory firm LLC | $945.9M | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DGV SOLUTIONS LP CRD 174379 | Minnetonka, MN | Advisory firm LP | $944.4M | 5 advisors | Percentage of AUM | View | |
| HAZELVIEW SECURITIES INC. CRD 293469 | Toronto, Ontario | Corporate platform Corporation | $943.1M | 9 advisors | Percentage of AUM; Performance-based fees | View |