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 | |||||
|---|---|---|---|---|---|---|---|
| FIRST LIGHT RETIREMENT, LLC CRD 314509 | Del Mar, CA | Advisory firm LLC | $843.7M | 2 advisors | Percentage of AUM | View | |
| ROSEMAWR MANAGEMENT LLC CRD 148984 | Miami Beach, FL | Advisory firm LLC | $843.6M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| INLIGHT WEALTH CRD 289908 | Atlanta, GA | Advisory firm LLC | $843.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BRIDGE NET LEASE FUND MANAGER LLC CRD 316623 | Sandy, UT | Advisory firm LLC | $843.3M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| LOOMIS CAPITAL MANAGEMENT CRD 333000 | CA | Corporate platform LP | $842.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PURKISS CAPITAL ADVISORS, LLC CRD 124324 | CA | Advisory firm LLC | $842.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUA PRIVATE EQUITY PARTNERS, LLC CRD 170597 | West Palm Beach, FL | Advisory firm LLC | $841.8M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| STONE HOUSE INVESTMENT MANAGEMENT, LLC CRD 139410 | Tunkhannock, PA | Corporate platform LLC | $841.7M | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AKKADIAN VENTURES, INC. CRD 171036 | San Francisco, CA | Corporate platform Corporation | $841.2M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GUGGENHEIM INVESTMENT ADVISORS, LLC CRD 108263 | New York, NY | Advisory firm LLC | $840.9M | 8 advisors | Percentage of AUM | View | |
| EAGLE MERCHANT PARTNERS CRD 285104 | Atlanta, GA | Advisory firm LLC | $840.6M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HPE CAPITAL MANAGEMENT II, LLC CRD 283607 | Cincinnati, OH | Corporate platform LLC | $840.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| COINBASE ASSET MANAGEMENT, LLC CRD 322174 | Stamford, CT | Corporate platform LLC | $840.5M | 7 advisors | Percentage of AUM | View | |
| CHICORY WEALTH CRD 290887 | AR | Advisory firm LLC | $840.4M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| TFB ADVISORS, LLC CRD 321870 | Overland Park, KS | Advisory firm LLC | $840.2M | 19 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| OPENVIEW ADVISORS, LLC CRD 316766 | Boston, MA | Advisory firm LLC | $839.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CONCISE CAPITAL MANAGEMENT, L.P. CRD 145778 | Miami, FL | Corporate platform LP | $838.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| NET WORTH ADVISORY GROUP, LLC CRD 126983 | Sandy, UT | Corporate platform LLC | $838.4M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACANSA INVESTMENT MANAGEMENT GROUP, LLC CRD 313457 | Tysons Corner, VA | Corporate platform LLC | $838.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TWIN CAPITAL MANAGEMENT INC CRD 104748 | Mcmurray, PA | Corporate platform Corporation | $837.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BFI INFINITY LTD. CRD 158420 | Zurich, AL | Corporate platform Corporation | $837.6M | 15 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TORREYANA CAPITAL CRD 329075 | La Jolla, CA | Advisory firm LLC | $837.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PINION WEALTH MANAGEMENT, LLC CRD 114556 | Wichita, KS | Advisory firm LLC | $837.1M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARKET STREET WEALTH MANAGEMENT CRD 155157 | West Chester, PA | Advisory firm LLC | $837.0M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View |