Search advisors
Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
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 | |||||
|---|---|---|---|---|---|---|---|
| BECK BODE LLC CRD 282611 | Dedham, MA | Advisory firm LLC | $666.4M | 16 advisors | Percentage of AUM; Fixed fees | View | |
| HIDDENITE CAPITAL PARTNERS LP CRD 309942 | New York, NY | Advisory firm LP | $665.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BCWM CRD 144748 | Overland Park, KS | Advisory firm LLC | $665.2M | 8 advisors | Percentage of AUM; Commissions | View | |
| AMERICA FIRST INVESTMENT ADVISORS LLC CRD 106984 | Omaha, NE | Advisory firm LLC | $665.1M | 7 advisors | Percentage of AUM | View | |
| ALTA WEALTH ADVISORS LLC CRD 293675 | Woburn, MA | Advisory firm LLC | $664.6M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEN WEALTH MANAGEMENT, LLC CRD 133038 | Boone, NC | Advisory firm LLC | $664.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LOGAN STONE CRD 311547 | Chicago, IL | Advisory firm LLC | $664.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FOCUSED ALPHA, LLC CRD 310591 | Greenwood Village, CO | Advisory firm LLC | $663.9M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COMPASS CAPITAL CORPORATION CRD 112323 | Braintree, MA | Corporate platform Corporation | $663.6M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RRA CAPITAL CRD 306287 | Phoenix, AZ | Advisory firm LLC | $663.3M | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC CRD 115120 | Dallas, TX | Corporate platform LLC | $663.2M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CALVERT STREET CAPITAL PARTNERS, INC. CRD 158096 | Towson, MD | Corporate platform Corporation | $663.1M | 17 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| DILIGENT INVESTORS, LLC CRD 158708 | Redlands, CA | Advisory firm LLC | $663.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRUDEN BAY INVESTMENT MANAGEMENT, LLC CRD 284787 | Westlake Village, CA | Corporate platform LLC | $663.1M | 4 advisors | Percentage of AUM | View | |
| IRONWOOD FINANCIAL, LLC CRD 151004 | Tucson, AZ | Advisory firm LLC | $662.5M | 8 advisors | Percentage of AUM | View | |
| THREE ARCH WEALTH MANAGEMENT LLC CRD 333733 | Irvine, CA | Advisory firm LLC | $662.4M | 3 advisors | Percentage of AUM | View | |
| HARRELL INVESTMENT PARTNERS, LLC CRD 299166 | Austin, TX | Advisory firm LLC | $662.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTSHORE WEALTH CRD 283843 | Newport Beach, CA | Advisory firm LLC | $662.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARE WEALTH ADVISORS CRD 328043 | Gap, PA | Corporate platform Corporation | $662.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| QUATTRO ADVISORS L.L.C. CRD 146438 | Pittsburgh, PA | Advisory firm LLC | $661.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASCEND INVESTMENT PARTNERS CRD 307667 | Ogden, UT | Advisory firm LLC | $661.4M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| LEM CAPITAL, L.P. CRD 159817 | Philadelphia, PA | Advisory firm LP | $661.4M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| PENDER CAPITAL MANAGEMENT, LLC CRD 281448 | Dallas, TX | Corporate platform LLC | $661.4M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THE GENWEALTH GROUP, INC. CRD 154569 | Maplewood, NJ | Corporate platform Corporation | $661.3M | 5 advisors | Percentage of AUM; Fixed fees | View |