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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 | |||||
|---|---|---|---|---|---|---|---|
| CHANNEL WEALTH, LLC CRD 323461 | Santa Barbara, CA | Advisory firm LLC | $850.9M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WHITAKER-MYERS WEALTH MANAGERS, LTD. CRD 286093 | Mansfield, OH | Advisory firm LLC | $850.6M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NS MANAGEMENT LTD CRD 297781 | Devonshire, Devonshire | Corporate platform Corporation | $850.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LIBERTY CAPITAL MANAGEMENT INC CRD 106063 | Birmingham, MI | Corporate platform Corporation | $849.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIME QUADRANT CRD 322068 | Toronto, NY | Advisory firm LLC | $849.3M | 3 advisors | Fixed fees | View | |
| AVENIR CORPORATION CRD 110545 | Alexandria, VA | Corporate platform Corporation | $849.3M | 3 advisors | Percentage of AUM | View | |
| SILVERLAKE WEALTH MANAGEMENT LLC CRD 165525 | Williston, VT | Advisory firm LLC | $849.1M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BASON ASSET MANAGEMENT CRD 165450 | Lakewood, CO | Corporate platform LLC | $848.8M | 2 advisors | Fixed fees | View | |
| PENNSYLVANIA CAPITAL MANAGEMENT INC. CRD 107648 | Huntingdon Valley, PA | Corporate platform Corporation | $848.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NBC CAPITAL ADVISORS CRD 306483 | Beaverton, OR | Advisory firm LLC | $847.5M | 4 advisors | Percentage of AUM | View | |
| MITCHELL CAPITAL MANAGEMENT CO CRD 106338 | Leawood, KS | Corporate platform Corporation | $847.3M | 7 advisors | Percentage of AUM | View | |
| SENECA FINANCIAL ADVISORS LLC CRD 152824 | Rochester, NY | Advisory firm LLC | $847.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVERGLADE CAPITAL CRD 290557 | Chicago, IL | Advisory firm LP | $846.9M | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BARON WEALTH MANAGEMENT, LLC CRD 153117 | Troy, MI | Advisory firm LLC | $846.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARRY INVESTMENT ADVISORS, LLC CRD 144955 | New Bedford, MA | Advisory firm LLC | $846.8M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| OAKWORTH ASSET MANAGEMENT, LLC CRD 335388 | Birmingham, AL | Corporate platform LLC | $846.3M | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FALCONPOINT CAPITAL PARTNERS LLC CRD 327260 | New York, NY | Advisory firm LLC | $845.1M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC CRD 310106 | Bellevue, WA | Advisory firm LLC | $844.8M | 5 advisors | Percentage of AUM | View | |
| LINCOLN CAPITAL, LLC CRD 168307 | Lincoln, NE | Advisory firm LLC | $844.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHTHOUSE WEALTH STRATEGIES, LLC CRD 299334 | Gig Harbor, WA | Advisory firm LLC | $844.4M | 13 advisors | Percentage of AUM; Fixed fees | View | |
| AMERICAN MONEY MANAGEMENT, LLC CRD 115357 | Rancho Santa Fe, CA | Advisory firm LLC | $844.0M | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PERSPECTIVE WEALTH PARTNERS, LLC CRD 140330 | Boise, ID | Advisory firm LLC | $843.9M | 8 advisors | Percentage of AUM | View | |
| CLAREMONT CAPITAL MANAGEMENT, LLC CRD 155189 | Phoenix, AZ | Corporate platform LLC | $843.9M | 2 advisors | Percentage of AUM | View | |
| CKC CAPITAL LLC CRD 168967 | New York, NY | Advisory firm LLC | $843.7M | 7 advisors | Percentage of AUM; Performance-based fees | View |