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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 | |||||
|---|---|---|---|---|---|---|---|
| KKM FINANCIAL LLC CRD 165136 | Chicago, IL | Advisory firm LLC | $733.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CL WEALTH MANAGEMENT LLC CRD 134922 | Schaumburg, IL | Advisory firm LLC | $733.6M | 39 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALLIUM FINANCIAL ADVISORS, LLC CRD 288462 | Lake Oswego, OR | Advisory firm LLC | $733.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARITY WEALTH ADVISORS CRD 157913 | San Jose, CA | Advisory firm LLC | $732.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ABLE FINANCIAL GROUP, LLC CRD 323646 | Scottsdale, AZ | Corporate platform LLC | $732.9M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SC MANAGEMENT LLC CRD 311359 | New York, NY | Advisory firm LLC | $732.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CRD 299595 | Highland Park, IL | Advisory firm LLC | $732.2M | 5 advisors | Percentage of AUM | View | |
| SKBA CAPITAL MANAGEMENT, LLC CRD 108542 | San Francisco, CA | Corporate platform LLC | $732.0M | 5 advisors | Percentage of AUM; PERCENTAGE OF MODEL PORTFOLIO ASSETS | View | |
| NAVALIGN, LLC CRD 119919 | Encino, CA | Advisory firm LLC | $731.9M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTERPOINT ADVISORS, LLC CRD 156698 | Needham, MA | Advisory firm LLC | $731.9M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| ASTARA CAPITAL PARTNERS, L.P. CRD 317647 | New York, NY | Advisory firm LP | $731.9M | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWMAN DIGNAN & SHEERAR, INC CRD 107565 | Providence, RI | Corporate platform Corporation | $731.3M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SEVENBRIDGE FINANCIAL GROUP, LLC CRD 281037 | Harrisburg, PA | Corporate platform LLC | $731.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STURBRIDGE CAPITAL LLC CRD 160327 | Birmingham, MI | Advisory firm LLC | $730.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| QUANTUM FINANCIAL SERVICES INC. CRD 121631 | Indianapolis, IN | Corporate platform Corporation | $730.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRAVEKA WEALTH, LLC CRD 328421 | Los Altos, CA | Advisory firm LLC | $730.8M | 3 advisors | Percentage of AUM | View | |
| BAYHAWK CAPITAL LP CRD 328829 | Boston, MA | Advisory firm LP | $730.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CRD 147384 | Minneapolis, MN | Advisory firm LLC | $730.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TILLER PRIVATE WEALTH, INC. CRD 111268 | Bethlehem, PA | Corporate platform Corporation | $730.3M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| IPSWICH INVESTMENT MANAGEMENT COMPANY, INC CRD 106625 | Beverly, MA | Corporate platform Corporation | $730.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CORDGRASS CAPITAL ADVISORS, LLC CRD 311528 | Raleigh, NC | Advisory firm LLC | $729.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARBON DIRECT CAPITAL MANAGEMENT LLC CRD 317548 | New York, NY | Corporate platform LLC | $729.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CANBY FINANCIAL ADVISORS CRD 338797 | Framingham, MA | Advisory firm LLC | $729.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VARIANT CRD 306409 | New York, NY | Corporate platform Corporation | $729.2M | 5 advisors | Percentage of AUM; Performance-based fees | View |