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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 | |||||
|---|---|---|---|---|---|---|---|
| DIGITAL WEALTH PARTNERS CRD 328627 | Dallas, TX | Advisory firm LLC | $555.1M | 17 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| PREMIER WEALTH ADVISORS, LLC CRD 120358 | New York, NY | Advisory firm LLC | $555.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KIMERY WEALTH MANAGEMENT, LLC CRD 288229 | Memphis, TN | Advisory firm LLC | $555.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| LANSING STREET ADVISORS CRD 306882 | Ambler, PA | Advisory firm LLC | $555.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SARASIN ASSET MANAGEMENT LIMITED CRD 115788 | London, CA | Corporate platform Corporation | $555.0M | 7 advisors | Percentage of AUM | View | |
| ION PACIFIC, INC. CRD 328607 | Venice, CA | Corporate platform Corporation | $554.9M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| KERCHEVILLE ADVISORS LLC CRD 169471 | San Antonio, TX | Advisory firm LLC | $554.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAIRIE ADVISORY, LLC CRD 339211 | Leawood, KS | Advisory firm LLC | $554.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNTX CAPITAL MANAGEMENT CORP. CRD 161332 | Dallas, TX | Corporate platform Corporation | $554.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| HELLER WEALTH MANAGEMENT CRD 124261 | Melville, NY | Corporate platform Corporation | $553.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL VIEW INVESTMENT ADVISORS, LLC CRD 145499 | Greenville, SC | Advisory firm LLC | $553.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| AVALON GLOBAL ASSET MANAGEMENT LLC CRD 107785 | San Francisco, CA | Corporate platform LLC | $553.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PEGASUS ASSET MANAGEMENT INC CRD 104766 | Morristown, NJ | Corporate platform Corporation | $553.6M | 3 advisors | Percentage of AUM | View | |
| ASSET PLANNING, INC CRD 111535 | Los Alamitos, CA | Corporate platform Corporation | $553.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMA CAPITAL LLC CRD 335168 | New York, NY | Advisory firm LLC | $553.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV CRD 339845 | Mexico City | Advisory firm Other (specify) | $553.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CREEKSIDE PARTNERS CRD 125401 | Petaluma, CA | Advisory firm LLC | $553.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TSP CAPITAL MANAGEMENT GROUP, LLC CRD 131889 | Summit, NJ | Corporate platform LLC | $553.3M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. CRD 133046 | Darien, CT | Corporate platform LP | $552.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TOLSMA INVESTMENTS, LLC CRD 287941 | WA | Advisory firm LLC | $552.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MW ADVISOR, LLC CRD 332429 | New York, NY | Advisory firm LLC | $552.5M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| OMEGA FINANCIAL GROUP, LLC CRD 164147 | Santa Barbara, CA | Corporate platform LLC | $552.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEXUS ONE FINANCIAL ADVISORS LLC CRD 336809 | Plano, TX | Advisory firm LLC | $552.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLIANCE WEALTH ADVISORS, LLC CRD 314668 | Centerville, UT | Advisory firm LLC | $552.0M | 7 advisors | Percentage of AUM | View |