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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 | |||||
|---|---|---|---|---|---|---|---|
| EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | Portland, OR | Corporate platform Corporation | $808.9M | 4 advisors | Percentage of AUM | View | |
| POLEN CAPITAL CLO MANAGEMENT, LLC CRD 330470 | Waltham, MA | Advisory firm LLC | $808.4M | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| SUNBURST FINANCIAL GROUP, LLC CRD 283605 | Vestavia Hills, AL | Corporate platform LLC | $808.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RMWC CRD 147359 | New York, NY | Corporate platform Corporation | $807.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PROVENTUS AG CRD 167142 | Zurich, TX | Corporate platform Corporation | $807.2M | 3 advisors | Percentage of AUM | View | |
| CAPITAL INNOVATIONS, LLC CRD 145329 | Waukesha, WI | Advisory firm LLC | $806.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MAYFAIR ADVISORY GROUP, LLC CRD 304668 | Birmingham, AL | Corporate platform LLC | $806.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| DROMS STRAUSS WEALTH MANAGEMENT CRD 108620 | St.. Louis, MO | Corporate platform Corporation | $806.3M | 5 advisors | Percentage of AUM | View | |
| FIRESTONE CAPITAL MANAGEMENT INC CRD 106366 | South Miami, FL | Corporate platform Corporation | $806.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHSTAR ASSET MANAGEMENT, INC CRD 107138 | Boston, MA | Corporate platform Corporation | $805.9M | 9 advisors | Percentage of AUM | View | |
| CLARUS VENTURES, LLC CRD 160980 | Cambridge, MA | Advisory firm LLC | $805.6M | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| HENRICKSON NAUTA WEALTH ADVISORS, INC. CRD 141201 | Belmont, MI | Corporate platform Corporation | $805.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKERIDGE WEALTH MANAGEMENT LLC CRD 314071 | Mentor, OH | Advisory firm LLC | $805.4M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OHA PRIVATE CREDIT ADVISORS II, L.P. CRD 322289 | New York, NY | Advisory firm LP | $805.2M | 113 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ASIO CAPITAL LLC CRD 298326 | Lexington, KY | Advisory firm LLC | $805.1M | 6 advisors | Percentage of AUM; ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING | View | |
| STRATHMORE CAPITAL ADVISORS CRD 135008 | Charlotte, NC | Corporate platform Corporation | $805.0M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| COPPER HARBOR INVESTMENT ADVISORS, LLC CRD 169978 | Appleton, WI | Advisory firm LLC | $805.0M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| ROOF EIDAM MAYCOCK PERALTA LLC CRD 106696 | San Francisco, CA | Advisory firm LLC | $804.9M | 5 advisors | Percentage of AUM | View | |
| MASTERS CAPITAL MANAGEMENT, L.L.C. CRD 137605 | Atlanta, GA | Corporate platform LLC | $804.6M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| FELICITAS GLOBAL PARTNERS, LLC CRD 292411 | Pasadena, CA | Advisory firm LLC | $804.4M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TEMPO WEALTH CRD 336316 | Independence, OH | Advisory firm LLC | $804.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CURRAN WEALTH MANAGEMENT CRD 132136 | Albany, NY | Advisory firm LLC | $804.3M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| GREAT DIAMOND PARTNERS, LLC CRD 299598 | Portland, ME | Advisory firm LLC | $804.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOXTON WEALTH CRD 307387 | Jersey City, NJ | Advisory firm LLC | $803.5M | 34 advisors | Percentage of AUM · Fixed fees +1 more | View |