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43,072 advisers found
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Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| QUADRA GESTAO DE RECURSOS S.A. CRD 324520 | Sao Paulo | Advisory firm Other (specify) | $815.8M | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RIVER ASSOCIATES INVESTMENTS, L.P. CRD 295692 | Chattanooga, TN | Advisory firm LP | $815.5M | 13 advisors | Performance-based fees; PERCENTAGE OF COMMITTED CAPITAL AND/OR INVESTED CAPITAL | View | |
| SHULMAN DEMEO ASSET MANAGEMENT, LLC CRD 142897 | Lake Success, NY | Corporate platform LLC | $815.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORUM CAPITAL ADVISORS LLC CRD 297582 | Denver, CO | Advisory firm LLC | $815.2M | 29 advisors | Percentage of AUM; Performance-based fees | View | |
| SHORELINE EQUITY PARTNERS, LLC CRD 301128 | Neptune Beach, FL | Advisory firm LLC | $815.2M | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| LORNE STEINBERG WEALTH MANAGEMENT INC. CRD 290262 | Montreal, Quebec, CA | Corporate platform Corporation | $814.4M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ELDRIDGE INVESTMENT ADVISORS INC CRD 106380 | Manchester, NH | Corporate platform Corporation | $814.3M | 8 advisors | Percentage of AUM | View | |
| CLARITAS CAPITAL CRD 329689 | Nashville, TN | Corporate platform Corporation | $814.0M | 6 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| CMH WEALTH MANAGEMENT, LLC CRD 150138 | Portsmouth, NH | Advisory firm LLC | $813.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. CRD 298353 | Highlands Ranch, CO | Corporate platform Corporation | $813.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SUNFLOWER WEALTH ADVISORS LLC CRD 269963 | Salina, KS | Advisory firm LLC | $812.8M | 3 advisors | A PERCENTAGE OF RECURRING INCOME | View | |
| ASSETBUILDER, INC. CRD 142665 | Allen, TX | Corporate platform Corporation | $812.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| PROSPERITAS FINANCIAL, LLC CRD 315768 | Valencia, CA | Advisory firm LLC | $812.5M | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRIS WEALTH MANAGEMENT, LLC CRD 111336 | Monterey, CA | Advisory firm LLC | $812.0M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRANKLIN, PARLAPIANO, TURNER & WELCH LLC CRD 114465 | Houston, TX | Advisory firm LLC | $811.5M | 4 advisors | Percentage of AUM | View | |
| SPEYSIDE EQUITY ADVISERS LLC CRD 325765 | Ann Arbor, MI | Advisory firm LLC | $811.4M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| HORIZON TECHNOLOGY FINANCE CRD 153052 | Farmington, CT | Advisory firm LLC | $811.1M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| NELSON CAPITAL MANAGEMENT, LLC CRD 129776 | Menlo Park, CA | Corporate platform LLC | $810.8M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| INVESTMENT MANAGEMENT ASSOCIATES CRD 110900 | Greenwood Village, CO | Corporate platform Corporation | $810.0M | 4 advisors | Percentage of AUM; CONSULTING FEE BASED ON ASSET SIZE | View | |
| NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. CRD 332351 | Sao Paulo | Advisory firm Other (specify) | $810.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| THE ADVOCATE GROUP, LLC CRD 155270 | Minnetonka, MN | Corporate platform LLC | $809.9M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| THE ADVISORY GROUP OF SAN FRANCISCO, LLC CRD 108110 | San Francisco, CA | Corporate platform LLC | $809.9M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ZANETTI FINANCIAL, LLC CRD 282089 | Albuquerque, NM | Advisory firm LLC | $809.4M | 2 advisors | Percentage of AUM | View | |
| TANGLEWOOD LEGACY ADVISORS, LLC CRD 127289 | Houston, TX | Advisory firm LLC | $809.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |