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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 | |||||
|---|---|---|---|---|---|---|---|
| VERDE CAPITAL MANAGEMENT, INC. CRD 147179 | Clarkston, MI | Corporate platform Corporation | $749.8M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| ROCKLINE WEALTH MANAGEMENT LLC CRD 324004 | Islip Terrace, NY | Advisory firm LLC | $749.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WESTWOOD WEALTH MANAGEMENT CRD 132162 | Dallas, TX | Advisory firm LLC | $749.5M | 14 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SBJ CAPITAL CRD 293841 | Walnut Creek, CA | Advisory firm LLC | $749.4M | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CURRAN FINANCIAL PARTNERS, LLC CRD 281943 | Daniel Island, SC | Advisory firm LLC | $749.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTHERNSUN ASSET MANAGEMENT LLC CRD 154572 | Memphis, TN | Corporate platform LLC | $749.4M | 15 advisors | Percentage of AUM | View | |
| QTR FAMILY WEALTH, LLC CRD 331655 | Lake Mary, FL | Advisory firm LLC | $749.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CYTIUM INVESTMENT MANAGEMENT, LLC CRD 327890 | New York, NY | Corporate platform LLC | $749.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FLAGSHIP WEALTH ADVISORS, LLC. CRD 131962 | Wakefield, MA | Advisory firm LLC | $748.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LNK PARTNERS, LLC CRD 157725 | White Plains, NY | Advisory firm LLC | $748.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CURAFIN ADVISORS CRD 329091 | Phoenix, AZ | Advisory firm LLC | $748.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SFE INVESTMENT COUNSEL INC. CRD 145530 | Los Angeles, CA | Corporate platform Corporation | $748.4M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| PORTER WHITE INVESTMENT ADVISORS, INC. CRD 110876 | Birmingham, AL | Corporate platform Corporation | $748.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALLER FINANCIAL PLANNING GROUP, INC. CRD 159564 | Columbus, OH | Corporate platform Corporation | $747.8M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY FAMILY OFFICE, LLC CRD 326990 | Boca Raton, FL | Advisory firm LLC | $747.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFICA CAPITAL INVESTMENTS CRD 125790 | CA | Advisory firm LLC | $747.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AUTUMN GLORY PARTNERS, LLC CRD 288250 | Dallas, TX | Advisory firm LLC | $747.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PETRA CAPITAL MANAGEMENT, INC. CRD 277042 | Seoul | Corporate platform Corporation | $747.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| FOW PARTNERS, LP CRD 329051 | Portland, ME | Advisory firm LP | $747.3M | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| PAX FINANCIAL GROUP CRD 284164 | San Antonio, TX | Corporate platform LLC | $747.1M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DUDLEY & SHANLEY, INC. CRD 157515 | Palm Beach, FL | Corporate platform Corporation | $746.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL INSIGHTS WEALTH MANAGEMENT CRD 108797 | Tacoma, WA | Corporate platform Corporation | $746.7M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| CRCM L.P. CRD 160976 | San Francisco, CA | Advisory firm LP | $746.7M | 4 advisors | Percentage of AUM; INCENTIVE ALLOCATIONS | View | |
| DISCIPLINE WEALTH SOLUTIONS, INC. CRD 315846 | Greenville, SC | Corporate platform Corporation | $746.7M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View |