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 | |||||
|---|---|---|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT CRD 106950 | Westlake, OH | Corporate platform Corporation | $628.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANATUCK HILL PARTNERS, LLC CRD 160689 | Westport, CT | Advisory firm LLC | $628.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ARGENTEM CREEK PARTNERS CRD 282070 | New York, NY | Advisory firm LP | $628.4M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GEM ASSET MANAGEMENT, LLC CRD 124332 | Plymouth, MI | Corporate platform LLC | $628.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MERIDIAN INVESTMENT ADVISORS, INC. CRD 107593 | Indianapolis, IN | Corporate platform Corporation | $628.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPSHIFT ADVISORS CRD 309860 | West Newton, MA | Advisory firm LLC | $628.0M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| FINDEC WEALTH SERVICES, INC. CRD 311949 | Stockton, CA | Corporate platform Corporation | $627.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALJIAN CAPITAL MANAGEMENT CRD 167381 | Carson City, NV | Corporate platform LLC | $627.8M | 3 advisors | Percentage of AUM | View | |
| KUTSCHER BENNER BARSNESS & STEVENS, INC. CRD 107475 | Seattle, WA | Corporate platform Corporation | $627.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERIDIAN FINANCIAL PARTNERS LLC CRD 281969 | Warrenton, VA | Advisory firm LLC | $627.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTRICA WEALTH MANAGEMENT CRD 335042 | Miami, FL | Advisory firm LLC | $627.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ARIADNE WEALTH MANAGEMENT, LP CRD 170999 | Santa Barbara, CA | Advisory firm LP | $627.3M | 6 advisors | Percentage of AUM | View | |
| HARVEST GROWTH CAPITAL CRD 327883 | TX | Advisory firm LLC | $626.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DEEPWATER ASSET MANAGEMENT, LLC CRD 316507 | Minneapolis, MN | Corporate platform LLC | $626.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| WINSLOW ASSET MANAGEMENT INC CRD 106337 | Beachwood, OH | Corporate platform Corporation | $626.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CROSSTIMBERS CAPITAL GROUP, LLC CRD 285144 | Houston, TX | Corporate platform LLC | $626.2M | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EPSILON FINANCIAL GROUP, INC. CRD 111990 | Fairfield, CA | Corporate platform Corporation | $626.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B&C FINANCIAL ADVISORS CRD 110295 | Ponte Vedra Beach, FL | Corporate platform Corporation | $626.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IMPACT CAPITAL PARTNERS LLC CRD 329616 | Greenwood Village, CO | Advisory firm LLC | $625.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHRACTION MANAGEMENT LLC CRD 298633 | Colchester, CT | Advisory firm LLC | $625.5M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SANDIA INVESTMENT MANAGEMENT LP CRD 311098 | Boston, MA | Corporate platform LP | $625.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CLIMBER CAPITAL SA CRD 284784 | Nyon, Vaud, CA | Corporate platform Corporation | $625.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SOVEREIGN WEALTH ADVISORS LLC CRD 188524 | Houston, TX | Advisory firm LLC | $625.1M | 35 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTFOLIO DESIGN LABS, LLC CRD 318127 | Encino, CA | Advisory firm LLC | $624.9M | 1 advisors | Percentage of AUM; Performance-based fees | View |