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 | |||||
|---|---|---|---|---|---|---|---|
| REA WEALTH MANAGEMENT CRD 108913 | New Philadelphia, OH | Advisory firm LLC | $892.3M | 11 advisors | Percentage of AUM; Hourly charges | View | |
| ONEPRIME CAPITAL CRD 299697 | Palo Alto, CA | Advisory firm LLC | $892.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GEC ADVISORS LLC CRD 161472 | Houston, TX | Advisory firm LLC | $892.1M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HEADINVEST CRD 140518 | Portland, ME | Advisory firm LLC | $891.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SWISSPARTNERS ADVISORS CRD 148721 | Zurich, CA | Corporate platform Corporation | $891.8M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| PACT CRD 333871 | New York, NY | Advisory firm LLC | $891.7M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OPTIMA ASSET MANAGEMENT LLC CRD 299826 | New York, NY | Corporate platform LLC | $891.6M | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SOUTHLAND EQUITY PARTNERS, LLC. CRD 154481 | CA | Advisory firm LLC | $891.5M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMMERCE STREET INVESTMENT MANAGEMENT CRD 144278 | Dallas, TX | Corporate platform LLC | $891.3M | 10 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| LWO LLC CRD 282281 | Dallas, TX | Advisory firm LLC | $890.8M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BLUESCAPE ENERGY PARTNERS LLC CRD 283812 | Dallas, TX | Advisory firm LLC | $890.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| THOMAS J. HERZFELD ADVISORS, INC. CRD 108369 | Miami Beach, FL | Corporate platform Corporation | $890.4M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRAN CAPITAL MANAGEMENT, L.P. CRD 107049 | San Rafael, CA | Corporate platform LP | $890.3M | 3 advisors | Percentage of AUM | View | |
| GRANDVIEW PROPERTY PARTNERS, LLC CRD 299814 | Greenwich, CT | Advisory firm LLC | $890.1M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| J.P. KING ADVISORS, INC. CRD 112109 | Walnut Creek, CA | Corporate platform Corporation | $889.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| 3CHOPT INVESTMENT PARTNERS LLC CRD 319125 | Richmond, VA | Advisory firm LLC | $889.4M | 4 advisors | Percentage of AUM | View | |
| CORRECT CAPITAL WEALTH MANAGEMENT, LLC CRD 298774 | Clayton, MO | Advisory firm LLC | $889.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| GO INVEST LLC CRD 291884 | West Jordan, UT | Advisory firm LLC | $889.0M | 1 advisors | Percentage of AUM | View | |
| ERGUZ, LLC CRD 168009 | The Woodlands, TX | Advisory firm LLC | $889.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WESTSIDE INVESTMENT MANAGEMENT, LLC CRD 154522 | Santa Monica, CA | Corporate platform LLC | $888.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARTIN INVESTMENT MANAGEMENT, LLC CRD 105381 | Palm Beach Gardens, FL | Corporate platform LLC | $888.1M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BIN YUAN CAPITAL LIMITED CRD 170109 | Hong Kong | Corporate platform Corporation | $888.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BERNICKE WEALTH MANAGEMENT CRD 335431 | Altoona, WI | Corporate platform Corporation | $887.4M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ATIKA CAPITAL MANAGEMENT, LLC CRD 167227 | New York, NY | Corporate platform LLC | $887.3M | 5 advisors | Percentage of AUM; Performance-based fees | View |