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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 | |||||
|---|---|---|---|---|---|---|---|
| ICV PARTNERS, LLC CRD 160651 | Miami, FL | Advisory firm LLC | $694.1M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BLACK SWIFT GROUP, LLC CRD 286084 | Boulder, CO | Corporate platform LLC | $694.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MONEDA USA, INC. CRD 157833 | New York, NY | Corporate platform Corporation | $694.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| COGENUITY PARTNERS, LLC CRD 332474 | San Francisco, CA | Advisory firm LLC | $693.8M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| WMG FINANCIAL ADVISORS, LLC CRD 285824 | Knoxville, TN | Advisory firm LLC | $693.8M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAMBRIDGE ADVISORS INC CRD 104851 | Omaha, NE | Corporate platform Corporation | $693.5M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BW & ASSOCIATES, INC. CRD 116471 | Orange, CA | Corporate platform Corporation | $692.8M | 2 advisors | Percentage of AUM | View | |
| SKYOAK WEALTH CRD 299564 | Southfield, MI | Advisory firm LLC | $692.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERECAN CAPITAL MANAGEMENT INC. CRD 336801 | Halifax, OH | Corporate platform Corporation | $692.7M | 18 advisors | Percentage of AUM | View | |
| COVENANT ASSET MANAGEMENT, LLC CRD 108567 | Chester, NJ | Corporate platform LLC | $692.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EICHNER INVESTMENT PLANNING, LLC CRD 128215 | Cincinnati, OH | Advisory firm LLC | $692.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MADRONA FINANCIAL & CPAS CRD 115753 | Everett, WA | Advisory firm LLC | $691.8M | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| UNIO CAPITAL LLC CRD 166483 | Princeton, NJ | Advisory firm LLC | $691.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| RAMSEY QUANTITATIVE SYSTEMS, INC. CRD 175257 | Louisville, KY | Corporate platform Corporation | $691.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| LAZARI CAPITAL MANAGEMENT, INC. CRD 172932 | Burbank, CA | Corporate platform Corporation | $691.1M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRP CAPITAL ADVISORS V, LLC CRD 306604 | Birmingham, MI | Advisory firm LLC | $691.0M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BRAINVEST WEALTH MANAGEMENT LLC CRD 289743 | Miami, FL | Advisory firm LLC | $690.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. CRD 152104 | Coral Gables, FL | Corporate platform Corporation | $690.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MILESTONE ASSET MANAGEMENT, LLC CRD 310441 | Pittsburgh, PA | Corporate platform LLC | $690.7M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLAN GROUP FINANCIAL, INC. CRD 116508 | Oklahoma City, OK | Corporate platform Corporation | $690.3M | 17 advisors | Percentage of AUM; Fixed fees | View | |
| WEST BRANCH CAPITAL LLC CRD 133813 | Amherst, MA | Advisory firm LLC | $690.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FAMILY INVESTMENT CENTER CRD 113799 | Saint Joseph, MO | Corporate platform Corporation | $689.3M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERVEST CAPITAL PARTNERS LLC CRD 159681 | New York, NY | Advisory firm LLC | $689.3M | 22 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| EAST END FINANCIAL GROUP, INC. CRD 110584 | Riverhead, NY | Corporate platform Corporation | $689.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |