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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 | |||||
|---|---|---|---|---|---|---|---|
| MEASURED RISK PORTFOLIOS CRD 141422 | San Diego, CA | Corporate platform Corporation | $597.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TREEHOUSE WEALTH ADVISORS CRD 292016 | Walnut Creek, CA | Advisory firm LLC | $597.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| THE PHOENIX FUND ADVISOR LLC CRD 316384 | Guaynabo, PR | Advisory firm LLC | $596.4M | 1 advisors | Performance-based fees | View | |
| ASCENTIS WEALTH MANAGEMENT, LLC CRD 330923 | Dallas, TX | Advisory firm LLC | $595.7M | 5 advisors | Percentage of AUM; FINANCIAL PLANNING FEES | View | |
| CFCI CRD 128257 | Bloomington, IN | Corporate platform Corporation | $595.6M | 21 advisors | Percentage of AUM; Hourly charges | View | |
| ENDEAVOR PRIVATE WEALTH, INC. CRD 313053 | Topeka, KS | Corporate platform Corporation | $595.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RELIANT WEALTH PLANNING, LLC CRD 286230 | Louisville, KY | Advisory firm LLC | $595.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HEDEKER WEALTH LLC CRD 124341 | Lincolnshire, IL | Advisory firm LLC | $595.1M | 2 advisors | Percentage of AUM | View | |
| AFFINITY INVESTMENT GROUP, LLC CRD 117191 | Exeter, NH | Corporate platform LLC | $595.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PERSPECTIVE WEALTH MANAGEMENT CRD 104619 | Hunt Valley, MD | Advisory firm LLC | $595.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VIRTUS WEALTH SOLUTIONS CRD 332536 | Cranford, NJ | Advisory firm LLC | $594.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC CRD 328015 | New York, NY | Advisory firm LLC | $594.2M | 16 employees | Percentage of AUM | View | |
| OCTAHEDRON CAPITAL MANAGEMENT, L.P. CRD 309209 | Burlingame, CA | Corporate platform LP | $594.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| OUTLOOK WEALTH ADVISORS, LLC CRD 291465 | The Woodlands, TX | Advisory firm LLC | $593.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ALIGNMENT GROWTH CRD 319136 | New York, NY | Advisory firm LLC | $593.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL RESOURCE MANAGEMENT,INC. CRD 106768 | Deerfield, IL | Corporate platform Corporation | $593.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLAS MERCHANT CAPITAL LLC CRD 172124 | New York, NY | Advisory firm LLC | $593.0M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FUND DIRECT ADVISORS INC. CRD 155363 | Greensboro, NC | Corporate platform Corporation | $593.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GREENSLEDGE ASSET MANAGEMENT LLC CRD 307732 | Glastonbury, CT | Corporate platform LLC | $592.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HOGANTAYLOR WEALTH CRD 129696 | Tulsa, OK | Advisory firm LLC | $592.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GDA LUMA CAPITAL MANAGEMENT, LP CRD 314502 | Miami, FL | Corporate platform LP | $592.4M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| DELTA FINANCIAL ADVISORS, L.L.C. CRD 122092 | Metairie, LA | Advisory firm LLC | $592.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GERBER, LLC CRD 120039 | Columbus, OH | Advisory firm LLC | $592.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH PRESERVATION ADVISORS, LLC CRD 167518 | Chattanooga, TN | Advisory firm LLC | $591.6M | 2 advisors | Percentage of AUM | View |