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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 | |||||
|---|---|---|---|---|---|---|---|
| PIER 88 INVESTMENT PARTNERS, LLC CRD 169316 | San Francisco, CA | Advisory firm LLC | $568.0M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| S.E.E.D. PLANNING GROUP, LLC CRD 188521 | Binghamton, NY | Corporate platform LLC | $568.0M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILLCREST FINANCIAL GROUP CRD 317862 | Thousand Oaks, CA | Corporate platform Corporation | $567.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| LIBERTY SQUARE WEALTH PARTNERS LLC CRD 332476 | Bethlehem, PA | Advisory firm LLC | $567.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC CRD 291631 | New York, NY | Advisory firm LLC | $567.8M | 14 advisors | OTHER CARRIED INTEREST | View | |
| MASCOMA WEALTH MANAGEMENT CRD 174907 | Hanover, NH | Advisory firm LLC | $567.8M | 9 advisors | Percentage of AUM | View | |
| PRENTICE WEALTH MANAGEMENT LLC CRD 160052 | Rochester, NY | Advisory firm LLC | $567.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FIORI FINANCIAL GROUP CRD 318641 | Fort Lauderdale, FL | Corporate platform LLC | $567.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FREC CRD 325982 | San Francisco, CA | Advisory firm LLC | $567.2M | 1 advisors | Percentage of AUM | View | |
| WHITE WOLF CAPITAL ADVISORS, LLC CRD 311816 | Miami, FL | Advisory firm LLC | $566.8M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SUMITOMO MITSUI DS ASSET MANAGEMENT (HONG KONG) LIMITED CRD 110459 | Hong Kong | Corporate platform Corporation | $566.7M | 10 advisors | Percentage of AUM | View | |
| LATITUDE ADVISORS, LLC CRD 151001 | AL | Advisory firm LLC | $566.5M | 65 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DECKER WEALTH MANAGEMENT, LLC CRD 150094 | Nashville, TN | Advisory firm LLC | $566.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| RHINO INVESTMENT PARTNERS, INC. CRD 283692 | West Conshohocken, PA | Corporate platform Corporation | $566.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTERI WEALTH CRD 331100 | Westlake Village, CA | Advisory firm LLC | $566.1M | 3 advisors | Percentage of AUM | View | |
| MIDWEST FINANCIAL GROUP LLC CRD 175288 | Overland Park, KS | Corporate platform LLP | $566.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EQUINUM, LLC CRD 304350 | Brooklyn, NY | Advisory firm LLC | $566.0M | 5 advisors | Percentage of AUM | View | |
| FIRST KENTUCKY SECURITIES CORP CRD 7524 | Louisville, KY | Corporate platform Corporation | $566.0M | 16 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| ADAMS WEALTH ADVISORS CRD 286087 | Logan, UT | Advisory firm LLC | $565.8M | 11 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| FIRST FIDUCIARY INVESTMENT COUNSEL INC CRD 111144 | Cleveland, OH | Corporate platform Corporation | $565.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| OPTO INVESTMENT MANAGEMENT, LLC CRD 316847 | New York, NY | Corporate platform LLC | $565.4M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ATTICUS WEALTH MANAGEMENT CRD 296949 | Palm Beach Gardens, FL | Advisory firm LLC | $565.3M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALIDADE CAPITAL, LLC CRD 165341 | Bloomfield Hills, MI | Advisory firm LLC | $564.9M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| REEDMARK ADVISORS, LLC CRD 173760 | Somerville, NJ | Advisory firm LLC | $564.6M | 9 advisors | Percentage of AUM; Hourly charges | View |