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 | |||||
|---|---|---|---|---|---|---|---|
| 5CLP ADVISOR CRD 328959 | New York, NY | Advisory firm LLC | $601.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| DUNHILL FINANCIAL CRD 288211 | London, CA | Advisory firm LLC | $601.7M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUNT CAPITAL MANAGEMENT INC. CRD 125183 | Holladay, UT | Corporate platform Corporation | $601.5M | 3 advisors | Percentage of AUM | View | |
| AXIAL READE CAPITAL, LP CRD 301386 | New York, NY | Advisory firm LP | $601.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLIANCE WEALTH ADVISORS, LLC CRD 288394 | Scranton, PA | Advisory firm LLC | $601.1M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MODUS ADVISORS, LLC CRD 291204 | Excelsior, MN | Advisory firm LLC | $601.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATON FINANCIAL LLC CRD 173070 | San Juan, PR | Advisory firm LLC | $600.9M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STEVENS CAPITAL PARTNERS CRD 317517 | Omaha, NE | Corporate platform Corporation | $600.7M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLIO FINANCIAL PLANNING CRD 282355 | Mclean, VA | Advisory firm LLC | $600.5M | 8 advisors | Hourly charges; Fixed fees | View | |
| CHJ WEALTH MANAGEMENT CRD 154238 | The Woodlands, TX | Advisory firm LLC | $600.2M | 5 advisors | Percentage of AUM | View | |
| SEQUOIA WEALTH MANAGEMENT, LLC CRD 170543 | Barrington, IL | Advisory firm LLC | $599.6M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ADVISORY SOLUTIONS, LLC CRD 288903 | Zionsville, IN | Advisory firm LLC | $599.1M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEGINSKY CAPITAL LLC CRD 109617 | CA | Advisory firm LLC | $599.0M | 1 advisors | Percentage of AUM | View | |
| MAINSAIL ASSET MANAGEMENT, LLC CRD 128373 | Birmingham, AL | Corporate platform LLC | $598.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC CRD 147814 | Carmel, CA | Corporate platform Corporation | $598.7M | 8 advisors | Percentage of AUM | View | |
| AVATHON CAPITAL MANAGEMENT LP CRD 332243 | Chicago, IL | Corporate platform LP | $598.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| WHITENER CAPITAL MANAGEMENT, INC CRD 106865 | Rocky Mount, NC | Corporate platform Corporation | $598.5M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| LONE PEAK GLOBAL INVESTORS, LLC CRD 153956 | Alpine, UT | Advisory firm LLC | $598.4M | 5 advisors | Percentage of AUM | View | |
| CONCORDE ASSET MANAGEMENT, LLC CRD 140367 | Ann Arbor, MI | Corporate platform LLC | $598.4M | 67 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VELOCITY CAPITAL MANAGEMENT LLC CRD 321641 | New York, NY | Corporate platform LLC | $598.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BROOKSTONE ASSET MANAGEMENT, LLC CRD 153467 | Wheaton, IL | Corporate platform LLC | $597.9M | 4 advisors | Percentage of AUM | View | |
| GRAND WEALTH MANAGEMENT, LLC CRD 132137 | Grand Rapids, MI | Advisory firm LLC | $597.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAYTUS CAPITAL MANAGEMENT, LLC CRD 288640 | New York, NY | Corporate platform LLC | $597.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| JAFFA CAPITAL MANAGEMENT LLC CRD 325411 | Clifton, NJ | Corporate platform LLC | $597.2M | 4 advisors | Percentage of AUM; Performance-based fees | View |