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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.

FeesReputationProfile
BARNEGAT FUND MANAGEMENT INC.

CRD 158347

Hoboken, NJ

Corporate platform

Corporation

$803.4M2 advisorsPercentage of AUM; Performance-based feesView
EAGLECLAW CAPITAL MANAGEMENT LLC

CRD 134045

Boston, MA

Corporate platform

LLC

$803.3M4 advisorsPercentage of AUMView
FRANCIS FINANCIAL

CRD 128067

New York, NY

Advisory firm

Other (specify)

$803.2M7 advisorsPercentage of AUM; Hourly chargesView
MOSS, LUSE & WOMBLE, LLC

CRD 152841

Plano, TX

Advisory firm

LLC

$803.2M21 advisorsPercentage of AUM · Hourly charges +1 moreView
CLEAR TRAIL ADVISORS, LLC

CRD 337595

Houston, TX

Advisory firm

LLC

$803.1M4 advisorsPercentage of AUM · Hourly charges +1 moreView
ELSEWHERE PARTNERS, LLC

CRD 293959

Austin, TX

Advisory firm

LLC

$803.0M17 advisorsPercentage of AUM; Performance-based feesView
HUNTERS MOON CAPITAL LLP

CRD 334813

London, CT

Advisory firm

LLP

$802.6M6 advisorsPercentage of AUM; Performance-based feesView
POETIC GROUP LLC

CRD 293886

Hackensack, NJ

Corporate platform

LLC

$802.5M4 advisorsPercentage of AUM · Performance-based fees +1 moreView
THE L. WARNER COMPANIES, INC

CRD 108001

Timonium, MD

Corporate platform

Corporation

$802.4M9 advisorsPercentage of AUM · Fixed fees +1 moreView
SOLSTEIN CAPITAL, LLC

CRD 157888

Menlo Park, CA

Advisory firm

LLC

$801.8M3 advisorsPercentage of AUM; Performance-based feesView
KAIN CAPITAL

CRD 315669

New York, NY

Advisory firm

LLC

$801.6M8 advisorsPercentage of AUM · Fixed fees +1 moreView
COMPASS GROUP EQUITY PARTNERS

CRD 317244

St.. Louis, MO

Corporate platform

LLC

$801.5M24 advisorsPercentage of AUM · Performance-based fees +1 moreView
PSI ADVISORS, LLC

CRD 285880

Tampa, FL

Advisory firm

LLC

$800.9M12 advisorsPercentage of AUM · Hourly charges +1 moreView
FINTECH COLLECTIVE MANAGEMENT LLC

CRD 288031

New York, NY

Advisory firm

LLC

$800.8M12 advisorsPercentage of AUM; Performance-based feesView
KUHN ADVISORS, INC.

CRD 117816

Durham, NC

Corporate platform

Corporation

$800.8M3 advisorsPercentage of AUM · Hourly charges +1 moreView
COMPTON WEALTH ADVISORY GROUP, LLC

CRD 281732

Virginia Beach, VA

Corporate platform

LLC

$800.3M3 advisorsPercentage of AUM · Hourly charges +1 moreView
LAFFER TENGLER INVESTMENTS, INC.

CRD 108068

Nashville, TN

Corporate platform

Corporation

$800.1M13 advisorsPercentage of AUM · Hourly charges +1 moreView
CREEKMUR ASSET MANAGEMENT, LLC

CRD 306903

Morton, IL

Corporate platform

LLC

$800.0M15 advisorsPercentage of AUM · Hourly charges +1 moreView
FINANCIAL FOCUS LLC

CRD 282177

Carlsbad, CA

Advisory firm

LLC

$800.0M5 advisorsPercentage of AUM · Hourly charges +1 moreView
VERACITY CAPITAL LLC

CRD 304272

Atlanta, GA

Advisory firm

LLC

$799.8M11 advisorsPercentage of AUM; Fixed feesView
HARRIS PRESTON & PARTNERS, LLC

CRD 160068

Austin, TX

Advisory firm

LLC

$799.2M5 advisorsPercentage of AUM; PERFORMANCE ALLOCATIONView
RELEVANT WEALTH ADVISORS, LLC

CRD 1489

Mill Valley, CA

Advisory firm

LLC

$799.0M3 advisorsPercentage of AUMView
ICR PARTNERS

CRD 304689

Nashvillle, TN

Advisory firm

LLC

$798.7M1 advisorsPercentage of AUMView
CAROLINA WEALTH MANAGEMENT, INC.

CRD 131393

Greenville, NC

Corporate platform

Corporation

$798.5M8 advisorsPercentage of AUM · Hourly charges +1 moreView
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