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 | |||||
|---|---|---|---|---|---|---|---|
| PEAVINE CAPITAL, LLC CRD 159922 | NV | Advisory firm LLC | $496.3M | 1 advisors | Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| ALEXANDER INVESTMENT SERVICES CO. CRD 1037 | Louisville, KY | Corporate platform Corporation | $496.3M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| POWERLAW FUND ADVISER, LLC CRD 338152 | San Francisco, CA | Advisory firm LLC | $496.3M | 7 advisors | Percentage of AUM; MEMBERS OF MANAGEMENT TEAM WERE ISSUED EQUITY | View | |
| RELEVANCE CAPITAL MANAGEMENT CRD 159983 | Denton, TX | Corporate platform Corporation | $495.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP CRD 284310 | Menlo Park, CA | Corporate platform LP | $495.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MONARCH CAPITAL MANAGEMENT INC CRD 106244 | Fort Wayne, IN | Corporate platform Corporation | $495.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KLOSTERS CAPITAL CRD 285582 | Miami, FL | Advisory firm LLC | $495.6M | 3 advisors | Percentage of AUM; CONSULTING FEES | View | |
| PIEDMONT CAPITAL MANAGEMENT, LLC CRD 155682 | Greenboro, NC | Corporate platform LLC | $495.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CHERRYDALE WEALTH MANAGEMENT, LLC CRD 171541 | Montclair, NJ | Advisory firm LLC | $495.5M | 1 advisors | Percentage of AUM | View | |
| MCCAY WEALTH ADVISORY LLC CRD 286503 | Manchester, TN | Advisory firm LLC | $495.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEMMAX FINANCIAL ADVISORS, INC. CRD 144978 | Winston-Salem, NC | Corporate platform Corporation | $495.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WASATCH HEALTH PARTNERS CRD 335443 | Salt Lake City, UT | Advisory firm LLC | $495.2M | 7 advisors | Percentage of AUM; ORIGINATION FEE | View | |
| GREAT RANGE CAPITAL, LLC CRD 164294 | Mission Woods, KS | Advisory firm LLC | $495.0M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| PORTFOLIO ADVISORY COUNCIL,L.L.C. CRD 107465 | Houston, TX | Advisory firm LLC | $494.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFANGER INVESTMENT TECHNOLOGY, LLC CRD 112328 | Mountain View, CA | Advisory firm LLC | $494.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GREYSTONE FINANCIAL GROUP, LLC CRD 306595 | Bloomfield Hills, MI | Corporate platform LLC | $494.9M | 3 advisors | Percentage of AUM | View | |
| JDH WEALTH MANAGEMENT, LLC CRD 112474 | Santa Rosa, CA | Advisory firm LLC | $494.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING WEALTH MANAGEMENT, INC. CRD 131304 | Champaign, IL | Corporate platform Corporation | $494.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC CRD 152154 | Lake Oswego, OR | Advisory firm LLC | $494.6M | 6 advisors | Percentage of AUM | View | |
| LINCOLNSHIRE MANAGEMENT, INC. CRD 157144 | New York, NY | Corporate platform Corporation | $494.4M | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| BALANCED WEALTH GROUP LLC CRD 328007 | Westlake, OH | Corporate platform LLC | $494.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUE WEALTH DESIGN, LLC CRD 143194 | Akron, OH | Advisory firm LLC | $494.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BONAVENTURE CAPITAL, LLC CRD 120780 | Birmingham, AL | Advisory firm LLC | $493.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLRED HARRIS WEALTH MANAGEMENT. CRD 297533 | Dallas, TX | Advisory firm LLC | $493.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |