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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 | |||||
|---|---|---|---|---|---|---|---|
| MATTSON FINANCIAL SERVICES, LLC CRD 153067 | Kentwood, MI | Advisory firm LLC | $515.0M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HAVEN WEALTH GROUP CRD 148099 | Houston, TX | Corporate platform LLC | $514.8M | 8 advisors | Percentage of AUM; FLAT FEE FOR FINANCIAL PLAN | View | |
| GAVILAN INVESTMENT PARTNERS LLC CRD 311134 | Burlingame, CA | Advisory firm LLC | $514.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| JAMES T. BORELLO & CO. CRD 16860 | East Dundee, IL | Corporate platform Corporation | $514.1M | 4 advisors | Percentage of AUM | View | |
| SEARCY FINANCIAL SERVICES, INC. CRD 105807 | Overland Park, KS | Corporate platform Corporation | $514.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UHLER VERTICH WHITE ADVISORS CRD 130716 | Fort Myers, FL | Advisory firm LLC | $513.7M | 6 advisors | Percentage of AUM | View | |
| WISER WEALTH MANAGEMENT, INC CRD 125282 | Marietta, GA | Corporate platform Corporation | $513.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOWER BAY ASSET MANAGEMENT LP CRD 317104 | Stamford, CT | Corporate platform LP | $513.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SERENITY INVESTMENT ADVISORS CRD 307924 | Chicago, IL | Advisory firm LLC | $513.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| GREYBULL ADVISORS, LLC CRD 317767 | Jackson, WY | Advisory firm LLC | $513.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLOCATOR SOLUTIONS, LLC CRD 337300 | St. Louis, MO | Advisory firm LLC | $513.5M | 1 advisors | Percentage of AUM | View | |
| ELEVATUS WEALTH MANAGEMENT, LLC CRD 325629 | Victor, NY | Advisory firm LLC | $513.4M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| DEW POINT CAPITAL CRD 305010 | Los Angeles, CA | Corporate platform Corporation | $513.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHARVISION ADVISERS, LLC CRD 311739 | Boca Raton, FL | Advisory firm LLC | $513.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BROADWING CAPITAL MANAGEMENT LLC CRD 328881 | Dallas, TX | Corporate platform LLC | $513.1M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTWOOD CAPITAL LP CRD 329381 | Greenwich, CT | Advisory firm LP | $513.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GGM FINANCIAL LLC CRD 327008 | Columbus, OH | Advisory firm LLC | $513.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| WAKEFIELD WEALTH MANAGEMENT, LLLP CRD 173997 | Englewood, CO | Advisory firm Other (specify) | $512.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SYSTIMA CAPITAL MANAGEMENT CRD 168318 | Chicago, IL | Corporate platform LLC | $512.6M | 7 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L CRD 156177 | Troy, MI | Corporate platform LLC | $512.5M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| INVESTMENT RESEARCH PARTNERS CRD 304315 | Lemont, PA | Advisory firm LLC | $512.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CYPRESS POINT INVESTMENT MANAGEMENT LP CRD 316549 | Mill Valley, CA | Corporate platform LP | $512.4M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEO WEALTH AMERICAS, LLC CRD 338799 | Hurst, TX | Advisory firm LLC | $512.3M | 21 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MISAKI CAPITAL INC. CRD 282308 | Tokyo | Corporate platform Corporation | $512.1M | 6 advisors | Percentage of AUM; Performance-based fees | View |