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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.

FeesReputationProfile
PVG ASSET MANAGEMENT CORP

CRD 105541

Centennial, CO

Corporate platform

Corporation

$624.9M6 advisorsPercentage of AUMView
BRAVE FAMILY ADVISORS

CRD 108512

Summit, NJ

Corporate platform

Corporation

$624.3M5 advisorsPercentage of AUMView
LOUNTZIS ASSET MANAGEMENT, LLC

CRD 118923

Wyomissing, PA

Corporate platform

LLC

$624.1M3 advisorsPercentage of AUMView
RIVERVIEW CAPITAL ADVISERS LLC

CRD 140377

Boston, MA

Advisory firm

LLC

$624.1M6 advisorsPercentage of AUM · Hourly charges +2 moreView
INDUSTRIAL DEVELOPMENT FUNDING LLC

CRD 298015

Miami Beach, FL

Advisory firm

LLC

$624.0M1 advisorsPercentage of AUM · Performance-based fees +1 moreView
PARK LANE ADVISORS, LLC

CRD 338445

Birmingham, AL

Advisory firm

LLC

$623.9M4 advisorsPercentage of AUM; Performance-based feesView
HILL ISLAND FINANCIAL LLC

CRD 313469

Grand Rapids, MI

Advisory firm

LLC

$623.8M8 advisorsPercentage of AUM; Fixed feesView
AXIUS ADVISORS LLC

CRD 330006

Saint Charles, MO

Advisory firm

LLC

$623.8M8 advisorsPercentage of AUM · Hourly charges +1 moreView
MACHINE INVESTMENT GROUP, LP

CRD 315219

New York, NY

Corporate platform

LP

$623.7M11 advisorsPercentage of AUM; Performance-based feesView
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

CRD 105302

Atlanta, GA

Corporate platform

Corporation

$623.7M5 advisorsPercentage of AUM · Hourly charges +1 moreView
SPP MANAGEMENT SERVICES, LLC

CRD 164078

Charlotte, NC

Advisory firm

LLC

$623.6M19 advisorsPercentage of AUM · Fixed fees +1 moreView
KELLY FINANCIAL SERVICES LLC

CRD 291996

Braintree, MA

Advisory firm

Other (specify)

$623.6M6 advisorsPercentage of AUM · Hourly charges +1 moreView
DHJJ FINANCIAL ADVISORS

CRD 107034

Naperville, IL

Corporate platform

Corporation

$623.4M8 advisorsPercentage of AUM · Hourly charges +1 moreView
FCA CORP

CRD 110658

Houston, TX

Corporate platform

Corporation

$623.1M11 advisorsPercentage of AUM · Hourly charges +1 moreView
NEUMANN ADVISORY HONG KONG LIMITED

CRD 284666

Hong Kong

Advisory firm

Other (specify)

$622.9M3 advisorsPercentage of AUM; Performance-based feesView
L2 POINT MANAGEMENT LLC

CRD 317924

San Francisco, CA

Advisory firm

LLC

$622.5M7 advisorsPercentage of AUM; Performance-based feesView
SHOTEN CAPITAL LP

CRD 339620

Austin, TX

Advisory firm

LP

$622.4M5 advisorsPercentage of AUM; Performance-based feesView
HAPANOWICZ FINANCIAL

CRD 157523

Pittsburgh, PA

Corporate platform

Corporation

$622.3M7 advisorsPercentage of AUM; PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOMEView
STAPLE STREET CAPITAL

CRD 173785

New York, NY

Advisory firm

LP

$622.2M23 advisorsPercentage of AUM · Performance-based fees +1 moreView
MIRABILIS MANAGEMENT COMPANY LLC

CRD 316801

CA

Advisory firm

LLC

$622.1M8 advisorsPercentage of AUM; Fixed feesView
GATEWOOD CAPITAL MANAGEMENT LLC

CRD 282128

New York, NY

Corporate platform

LLC

$622.0M7 advisorsPercentage of AUM; Performance-based feesView
H FINANCIAL MANAGEMENT

CRD 148209

Canonsburg, PA

Advisory firm

LLC

$621.9M6 advisorsPercentage of AUM · Hourly charges +1 moreView
AVALAN, LLC

CRD 156109

Santa Barbara, CA

Advisory firm

LLC

$621.8M11 advisorsPercentage of AUM · Hourly charges +1 moreView
12TH STREET ASSET MANAGEMENT

CRD 153528

Nashville, TN

Corporate platform

LLC

$621.6M5 advisorsPercentage of AUM; Performance-based feesView
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