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 | |||||
|---|---|---|---|---|---|---|---|
| DG CAPITAL MANAGEMENT, LLC CRD 157258 | New York, NY | Corporate platform LLC | $521.9M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| LEADING EDGE FINANCIAL PLANNING LLC CRD 277149 | Knoxville, TN | Advisory firm LLC | $521.8M | 9 advisors | Percentage of AUM | View | |
| VERSO PARTNERS CRD 318319 | San Francisco, CA | Advisory firm LP | $521.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| REFLOW SERVICES, LLC CRD 158301 | San Francisco, CA | Advisory firm LLC | $521.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ANDREW GARRETT, INC. CRD 29931 | New York, NY | Corporate platform Corporation | $521.3M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRINITY LEGACY PARTNERS, LLC CRD 159179 | Houston, TX | Advisory firm LLC | $521.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 5TH CENTURY PARTNERS CRD 313522 | Chicago, IL | Advisory firm LP | $521.2M | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BENIN MANAGEMENT CORP CRD 110988 | CA | Corporate platform Corporation | $521.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DISCIPLINED EQUITY MANAGEMENT, INC. CRD 129436 | Neptune Beach, FL | Advisory firm Other (specify) | $521.0M | 2 advisors | Percentage of AUM | View | |
| KINGDOM FINANCIAL GROUP, LLC CRD 155676 | Peoria, AZ | Corporate platform LLC | $520.9M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAUL CAPITAL CRD 121168 | San Francisco, CA | Corporate platform Corporation | $520.9M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FIDUCIARY ADVISORS, LLC CRD 104189 | Cottonwood Heights, UT | Advisory firm LLC | $520.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GROUNDED CAPITAL, LLC CRD 323354 | Mill Valley, CA | Advisory firm LLC | $520.0M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ZURAW FINANCIAL ADVISORS, LLC CRD 173129 | Greensboro, NC | Advisory firm Other (specify) | $519.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNCOMMON CENTS INVESTING CRD 290105 | Janesville, WI | Corporate platform Corporation | $519.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| DEAN, JACOBSON FINANCIAL SERVICES CRD 115879 | Fort Worth, TX | Advisory firm LLC | $519.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTERA PRIVATE ACCESS, LLC CRD 287467 | Atlanta, GA | Advisory firm LLC | $519.1M | 4 advisors | Fixed fees · Performance-based fees +1 more | View | |
| SAVANO DIRECT CAPITAL PARTNERS, LLC CRD 174066 | Baltimore, MD | Advisory firm LLC | $519.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BROADOAK ASSET MANAGEMENT, LLC CRD 148901 | Bethesda, MD | Corporate platform LLC | $519.0M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHSTAR FINANCIAL COMPANIES, INC. CRD 119396 | Conshohocken, PA | Corporate platform Corporation | $519.0M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| MATSON FINANCIAL ADVISORS, INC. CRD 122480 | Danbury, CT | Corporate platform Corporation | $518.9M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SUMMIT HOUSE CAPITAL MANAGEMENT, LLC CRD 306823 | Dallas, TX | Corporate platform LLC | $518.7M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COUNCIL CAPITAL FUNDS MANAGEMENT, LLC CRD 174036 | Nashville, TN | Advisory firm LLC | $518.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BICYCLE CAPITAL CRD 328090 | Coconut Grove, FL | Advisory firm LP | $518.5M | 8 advisors | Percentage of AUM; Performance-based fees | View |