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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 | |||||
|---|---|---|---|---|---|---|---|
| MONUMENT GROUP WEALTH ADVISORS, LLC CRD 111908 | Concord, MA | Corporate platform LLC | $678.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOR WEALTH MANAGEMENT INC CRD 105902 | Cincinnati, OH | Corporate platform Corporation | $678.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| HUDSON VALUE PARTNERS, LLC CRD 301325 | Palm Beach, FL | Advisory firm LLC | $678.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TYME ADVISORS CRD 285212 | Plano, TX | Advisory firm LLC | $678.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HYPOSWISS ADVISORS SA CRD 157400 | Geneva, CA | Corporate platform Corporation | $678.3M | 4 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| MTM INVESTMENT MANAGEMENT, LLC CRD 297500 | Spartanburg, SC | Corporate platform LLC | $678.1M | 5 advisors | Percentage of AUM | View | |
| CASTLE HARLAN, INC. CRD 158106 | New York, NY | Corporate platform Corporation | $678.0M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| GOOD SPRINGS CAPITAL CRD 326803 | New York, NY | Advisory firm LP | $677.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| VSM WEALTH ADVISORY, LLC CRD 313717 | Hunt Valley, MD | Advisory firm LLC | $677.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL STRATEGIES GROUP, INC CRD 289054 | Okemos, MI | Corporate platform Corporation | $677.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 9823 CAPITAL, LP CRD 324329 | Dallas, TX | Advisory firm LP | $677.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CARDEROCK CAPITAL MANAGEMENT, INC. CRD 104570 | Chevy Chase, MD | Corporate platform Corporation | $677.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LEVERTY FINANCIAL GROUP, LLC CRD 310258 | Hudson, WI | Corporate platform LLC | $676.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JACOBSON & SCHMITT ADVISORS, LLC CRD 140431 | Middleton, WI | Advisory firm LLC | $676.4M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| ROCKPORT WEALTH ADVISORS CRD 297122 | Fairview Park, OH | Advisory firm LLC | $676.4M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PASI INVESTMENTS, LLC CRD 145640 | Farmington, CT | Advisory firm LLC | $676.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BOSTON RESEARCH AND MANAGEMENT, INC. CRD 107643 | Manchester, MA | Corporate platform Corporation | $676.2M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| STORDAHL CAPITAL MANAGEMENT, INC. CRD 287916 | Greenwood Village, CO | Corporate platform Corporation | $675.9M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| WATERWAY WEALTH MANAGEMENT, L.L.C. CRD 164975 | The Woodlands, TX | Advisory firm LLC | $675.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YIHENG CAPITAL MANAGEMENT, L.P. CRD 163812 | San Francisco, CA | Corporate platform LP | $675.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DEMMING FINANCIAL SERVICES CORP. CRD 120106 | Aurora, OH | Corporate platform Corporation | $675.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT WEALTH PARTNERS, LLC CRD 283648 | Orlando, FL | Advisory firm LLC | $675.7M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVANTAGE WEALTH PARTNERS CRD 329635 | Fort Myers, FL | Advisory firm LLC | $675.5M | 4 advisors | Percentage of AUM | View | |
| LITTLE HOUSE CAPITAL, LLC CRD 290070 | Braintree, MA | Advisory firm LLC | $675.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |