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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 | |||||
|---|---|---|---|---|---|---|---|
| ELEVATION WEALTH PARTNERS, LLC CRD 123971 | Walnut Creek, CA | Advisory firm LLC | $670.7M | 6 advisors | Percentage of AUM | View | |
| FIRST FINANCIAL COACHING, INC. CRD 152070 | Mt. Clemens, MI | Corporate platform Corporation | $670.6M | 14 advisors | Fixed fees; SOLICITORS FEES | View | |
| NORTHLEAF CAPITAL ADVISORS LTD. CRD 145014 | Toronto, Ontario | Corporate platform Corporation | $670.4M | 70 advisors | Percentage of AUM; Performance-based fees | View | |
| TRINITY FINANCIAL ADVISORS LLC CRD 133191 | Columbus, OH | Advisory firm LLC | $670.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| LOMBARD ADVISERS INCORPORATED CRD 108231 | Baltimore, MD | Corporate platform Corporation | $669.8M | 30 advisors | Percentage of AUM; Fixed fees | View | |
| DYNASTY EQUITY PARTNERS MANAGEMENT, LLC CRD 327607 | New York, NY | Advisory firm LLC | $669.8M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPINE SAXON WOODS CRD 109686 | Purchase, NY | Advisory firm LLC | $669.6M | 3 advisors | Percentage of AUM | View | |
| PAVE INVESTMENT ADVISORS, LLC. CRD 322420 | New York, NY | Advisory firm LLC | $669.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STONE TEMPLE PARTNERS LLC CRD 332833 | New York, NY | Advisory firm LLC | $668.7M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PACIFIC CAPITAL CRD 159294 | Corona, CA | Corporate platform Corporation | $668.6M | 6 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| WEALTH CARE LLC CRD 125799 | NE | Advisory firm LLC | $668.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE OAK RIDGE FINANCIAL SERVICES GROUP, INC CRD 42941 | Golden Valley, MN | Corporate platform Corporation | $668.6M | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RADIAL EQUITY PARTNERS LP CRD 308513 | New York, NY | Advisory firm LP | $668.5M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| ASPYRE WEALTH PARTNERS CRD 107212 | Overland Park, KS | Corporate platform Corporation | $668.3M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OAKWELL PRIVATE WEALTH MANAGEMENT CRD 162096 | Austin, TX | Advisory firm LLC | $668.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPEVIEW CAPITAL LLP CRD 160092 | London | Advisory firm LLP | $667.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| VERIDAN WEALTH CRD 329666 | West Linn, OR | Advisory firm LLC | $667.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A.W. JONES CRD 161260 | New York, NY | Advisory firm LLC | $667.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PERISCOPE EQUITY LLC CRD 290326 | Chicago, IL | Advisory firm LLC | $667.0M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OPENGATE CAPITAL MANAGEMENT, LLC CRD 213518 | New York, NY | Corporate platform LLC | $666.8M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| IRC WEALTH CRD 132022 | Atlanta, GA | Corporate platform Corporation | $666.7M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| CAYETANO DEVELOPMENT, LLC CRD 290076 | Austin, TX | Advisory firm LLC | $666.6M | 7 advisors | Fixed fees · Performance-based fees +1 more | View | |
| PRESTIGE WEALTH MANAGEMENT GROUP, LLC CRD 127381 | Flemington, NJ | Corporate platform LLC | $666.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUECHIP WEALTH ADVISORS LLC CRD 150008 | Milton, GA | Advisory firm LLC | $666.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |