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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 | |||||
|---|---|---|---|---|---|---|---|
| SSW PARTNERS CRD 325761 | New York, NY | Advisory firm LP | $646.4M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GPB CAPITAL HOLDINGS, LLC CRD 169825 | Greenwich, CT | Corporate platform LLC | $646.2M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LEGACY WEALTH PARTNERS, LLC CRD 333032 | Lakewood, CO | Advisory firm LLC | $646.0M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| MCGINTY ROAD PARTNERS, LP CRD 290390 | Minnetonka, MN | Advisory firm LP | $646.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| KITCHING PARTNERS, LLC CRD 325042 | Conshohocken, PA | Advisory firm LLC | $645.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CAMBRIDGE FINANCIAL GROUP, LLC CRD 117428 | Tucson, AZ | Corporate platform LLC | $645.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRIUMPH CAPITAL MANAGEMENT CRD 282814 | Denver, CO | Corporate platform Corporation | $645.6M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHANKERVALLEAU WEALTH ADVISORS, INC. CRD 117527 | Skokie, IL | Corporate platform Corporation | $645.3M | 6 advisors | Percentage of AUM | View | |
| DAFNA CAPITAL MANAGEMENT, LLC CRD 129053 | Los Angeles, CA | Corporate platform LLC | $645.2M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| DWM ASSET MANAGEMENT, LLC CRD 143224 | Stamford, CT | Corporate platform LLC | $645.0M | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| SPICEWOOD MINERAL MANAGEMENT, LLC CRD 310323 | Dallas, TX | Advisory firm LLC | $644.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| 1808 CAPITAL PARTNERS CRD 332702 | Greensboro, NC | Advisory firm LLC | $644.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELDRED ROCK PARTNERS, LLC CRD 316401 | San Antonio, TX | Advisory firm LLC | $644.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BUCKLEY WEALTH CRD 285823 | Las Vegas, NV | Advisory firm LLC | $644.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERON BAY CAPITAL MANAGEMENT CRD 305537 | Bloomfield Hills, MI | Corporate platform LLC | $643.8M | 5 advisors | Percentage of AUM | View | |
| RICHARDS MERRILL WEALTH MANAGEMENT CRD 713 | Spokane, WA | Corporate platform Corporation | $643.6M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| CADENT ENERGY PARTNERS CRD 157559 | Rye Brook, NY | Advisory firm LLC | $643.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HERITAGE WEALTH MANAGEMENT, INC. CRD 316956 | San Diego, CA | Corporate platform Corporation | $643.4M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HEDONOVA ADVISORS LLC CRD 324941 | Post Falls, ID | Advisory firm LLC | $643.2M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| CURASSET CAPITAL MANAGEMENT, LLC CRD 316522 | Newark, NJ | Corporate platform LLC | $643.2M | 6 advisors | Percentage of AUM | View | |
| CHATHAM WEALTH MANAGEMENT CRD 111987 | Chatham, NJ | Advisory firm LLC | $642.9M | 4 advisors | Percentage of AUM | View | |
| SIGHTLINE PARTNERS LLC CRD 162629 | Bloomington, MN | Advisory firm LLC | $642.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CHAPIN DAVIS ASSET MANAGEMENT CRD 28116 | Baltimore, MD | Corporate platform Corporation | $642.8M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABACUS FCF ADVISORS LLC CRD 135152 | Orlando, FL | Advisory firm LLC | $642.6M | 3 advisors | Percentage of AUM | View |