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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 | |||||
|---|---|---|---|---|---|---|---|
| TRIAGEN WEALTH MANAGEMENT LLC CRD 308457 | Calabasas, CA | Advisory firm LLC | $535.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL INNOVATIONS, LLC CRD 142769 | Atlanta, GA | Advisory firm LLC | $535.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC CRD 174883 | Cincinnati, OH | Corporate platform LLC | $534.9M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CELERES CAPITAL ADVISORS, LLC CRD 304581 | San Juan, PR | Advisory firm LLC | $534.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PEAK FINANCIAL MANAGEMENT INC CRD 110559 | Wellesley, MA | Corporate platform Corporation | $534.4M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| MEZZASALMA ADVISORS CRD 129045 | Tinton Falls, NJ | Advisory firm LLC | $534.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| USA FINANCIAL FORMULAS CORPORATION CRD 139987 | Ada, MI | Advisory firm LLC | $534.4M | 4 advisors | Percentage of AUM | View | |
| MORSE ASSET MANAGEMENT, INC. CRD 285650 | Darien, CT | Corporate platform Corporation | $534.3M | 5 advisors | Percentage of AUM | View | |
| PEIRCE CAPITAL MANAGEMENT, LLC CRD 142654 | The Woodlands, TX | Corporate platform LLC | $534.1M | 5 advisors | Percentage of AUM | View | |
| ROBERTSON INVESTMENT MANAGEMENT CRD 115425 | Houston, TX | Corporate platform LLC | $534.1M | 10 advisors | Percentage of AUM | View | |
| JACKSONVILLE WEALTH MANAGEMENT CRD 309312 | Jacksonville, FL | Advisory firm LLC | $533.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW CAPITAL MANAGEMENT, LP CRD 131658 | Houston, TX | Corporate platform LP | $533.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SKY ISLAND CAPITAL CRD 305087 | Dallas, TX | Advisory firm LP | $533.5M | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BAYBERRY CAPITAL PARTNERS LP CRD 300381 | New York, NY | Advisory firm LP | $533.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| COLLECTIVE FAMILY OFFICE, LLC CRD 301274 | York, PA | Advisory firm LLC | $533.4M | 3 advisors | Percentage of AUM | View | |
| TRIGRAN INVESTMENTS, INC. CRD 155200 | Northbrook, IL | Corporate platform Corporation | $533.2M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CRD 316736 | Wellesley, MA | Corporate platform Corporation | $532.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CIMARRON HEALTHCARE CAPITAL, LLC CRD 282387 | Salt Lake City, UT | Advisory firm LLC | $532.7M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CONSULTIVA WEALTH MANAGEMENT, CORP. CRD 111846 | San Juan, PR | Corporate platform Corporation | $532.7M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CMT ASSET MANAGEMENT LLC CRD 290487 | Chicago, IL | Corporate platform LLC | $532.7M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| BROPHY WEALTH MANAGEMENT, LLC CRD 169894 | Bedford, NH | Advisory firm LLC | $532.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PASSPORT CAPITAL, LLC CRD 134484 | San Francisco, CA | Advisory firm LLC | $532.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| EIGHT 31 FINANCIAL, LLC CRD 327632 | Midland, TX | Advisory firm LLC | $532.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOUNDERS GROVE WEALTH PARTNERS, LLC CRD 331352 | Richmond, VA | Advisory firm LLC | $532.3M | 2 advisors | Percentage of AUM; Fixed fees | View |