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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
SALING WEALTH ADVISORS

CRD 283226

Louisville, KY

Advisory firm

LLC

$617.7M9 advisorsPercentage of AUM; Fixed feesView
DI INVESTMENT MANAGEMENT LP

CRD 318069

Dallas, TX

Corporate platform

LP

$617.6M45 advisorsPercentage of AUM; Performance-based feesView
HUSSMAN STRATEGIC ADVISORS INC

CRD 109400

Ellicott City, MD

Corporate platform

Corporation

$617.4M2 advisorsPercentage of AUMView
EQ WEALTH ADVISORS

CRD 322294

Dallas, TX

Advisory firm

LLC

$617.0M4 advisorsPercentage of AUMView
CLEAR WAVE WEALTH MANAGEMENT, LLC

CRD 338582

Red Bank, NJ

Advisory firm

LLC

$617.0M2 advisorsPercentage of AUM; Fixed feesView
WEST WEALTH GROUP, LLC

CRD 316644

Irvine, CA

Corporate platform

LLC

$616.7M13 advisorsPercentage of AUM · Hourly charges +1 moreView
GREENBUSH FINANCIAL GROUP, LLC

CRD 125500

Albany, NY

Corporate platform

LLC

$616.5M3 advisorsPercentage of AUM · Hourly charges +4 moreView
HILLTOP WEALTH & TAX SOLUTIONS

CRD 290981

Mishawaka, IN

Advisory firm

LLC

$616.4M6 advisorsPercentage of AUM · Hourly charges +2 moreView
GREY LEDGE ADVISORS, LLC

CRD 124867

Guilford, CT

Advisory firm

LLC

$616.0M4 advisorsPercentage of AUM · Hourly charges +1 moreView
STOLPER & CO., INC.

CRD 6911

San Diego, CA

Corporate platform

Corporation

$615.7M2 advisorsPercentage of AUM; Fixed feesView
FMB WEALTH MANAGEMENT

CRD 122309

Westlake Village, CA

Corporate platform

Corporation

$615.7M5 advisorsPercentage of AUMView
KETTLE HILL CAPITAL MANAGEMENT, LLC

CRD 163722

New York, NY

Corporate platform

LLC

$615.5M7 advisorsPercentage of AUM; Performance-based feesView
TREVIAN WEALTH MANAGEMENT, LLC

CRD 174412

CA

Advisory firm

LLC

$615.5M2 advisorsPercentage of AUM; Fixed feesView
NINE THIRTY CAPITAL MANAGEMENT, LLC

CRD 130545

New York, NY

Corporate platform

LLC

$615.5M2 advisorsPercentage of AUM; Performance-based feesView
FREEDOM DAY SOLUTIONS, LLC

CRD 138962

Houston, TX

Advisory firm

LLC

$615.3M4 advisorsPercentage of AUM · Subscription fees +1 moreView
MEANINGFUL PARTNERS LLC

CRD 306169

El Segundo, CA

Advisory firm

LLC

$615.2M7 advisorsPercentage of AUM; Performance-based feesView
H.I.G. WHITEHORSE ADVISERS, LLC

CRD 164905

Miami, FL

Advisory firm

LLC

$615.1M69 advisorsPercentage of AUM; Performance-based feesView
ENVOY ADVISORY INC.

CRD 306559

Colorado Springs, CO

Corporate platform

Corporation

$615.0M12 advisorsPercentage of AUM · Hourly charges +1 moreView
FINANCIAL ALTERNATIVES, INC.

CRD 108245

La Jolla, CA

Corporate platform

Corporation

$614.8M7 advisorsPercentage of AUM · Hourly charges +1 moreView
MYSTIC ASSET MANAGEMENT

CRD 170361

Warwick, RI

Corporate platform

Corporation

$614.6M2 advisorsPercentage of AUM · Hourly charges +2 moreView
LISC FUND MANAGEMENT, LLC

CRD 304733

New York, NY

Advisory firm

LLC

$614.6M14 advisorsPercentage of AUM · Fixed fees +1 moreView
DARWIN WEALTH MANAGEMENT

CRD 166585

Tampa, FL

Advisory firm

LLC

$614.5M6 advisorsPercentage of AUM · Hourly charges +2 moreView
ZEGA INVESTMENTS, LLC

CRD 330428

Palm Beach Gardens, FL

Advisory firm

LLC

$614.0M10 advisorsPercentage of AUM; Fixed feesView
BLUE OWL STRATEGIC EQUITY ADVISORS LLC

CRD 325958

New York, NY

Advisory firm

LLC

$613.9M250 advisorsPercentage of AUM; Performance-based feesView
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