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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 | |||||
|---|---|---|---|---|---|---|---|
| GROUNDFORCE CAPITAL MANAGEMENT, LLC CRD 299383 | Mill Valley, CA | Corporate platform LLC | $439.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTRESS WEALTH GROUP CRD 308968 | Winter Park, FL | Corporate platform LLC | $439.1M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SPIVAK ASSET MANAGEMENT, LLC CRD 125714 | Avon, CT | Corporate platform LLC | $439.1M | 1 advisors | Percentage of AUM | View | |
| BARCA CAPITAL, LLC CRD 263786 | West Newton, MA | Advisory firm LLC | $439.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SIMPLYRICH CRD 119311 | CA | Advisory firm Sole prop | $438.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TA CAPITAL MANAGEMENT, LLC CRD 169326 | Sewell, NJ | Corporate platform LLC | $438.9M | 4 advisors | Percentage of AUM | View | |
| GABLES CAPITAL MANAGEMENT, INC. CRD 109608 | Miami, FL | Corporate platform Corporation | $438.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWPORT INVESTMENT MANAGEMENT, LLC CRD 153918 | Chicago, IL | Corporate platform LLC | $438.8M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| SHAWSPRING PARTNERS, LLC CRD 172766 | Boston, MA | Advisory firm LLC | $438.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC CRD 124281 | Fort Wayne, IN | Corporate platform Corporation | $438.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SECOND ALPHA PARTNERS CRD 282418 | New York, NY | Advisory firm LLC | $438.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| STOREN FINANCIAL CRD 339197 | Zionsville, IN | Advisory firm LLC | $438.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWVEST MANAGEMENT, LP CRD 316841 | — | Advisory firm LP | $438.2M | 8 advisors | Fixed fees; Performance-based fees | View | |
| HENDLEY & CO. INC. CRD 110465 | Zanesville, OH | Corporate platform Corporation | $438.2M | 2 advisors | Percentage of AUM | View | |
| ARNOLD WEITZ & CO CRD 108026 | Elkhorn, NE | Corporate platform Corporation | $438.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHULZ WEALTH, LTD. CRD 172194 | Mansfield, TX | Corporate platform Corporation | $438.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CIC PARTNERS MANAGEMENT LLC CRD 158019 | Dallas, TX | Advisory firm LLC | $438.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ACCESS FINANCIAL SERVICES, INC. CRD 115361 | Minneapolis, MN | Corporate platform Corporation | $437.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE LLOYD ADVISORY GROUP CRD 150582 | Suwanee, GA | Corporate platform LLC | $437.6M | 6 advisors | Percentage of AUM | View | |
| CROWN WEALTH GROUP LLC CRD 299732 | Charlotte, NC | Corporate platform LLC | $437.5M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NOTE ADVISORS, LLC CRD 171466 | Buffalo, NY | Advisory firm LLC | $437.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERBERT J. SIMS CAPITAL MANAGEMENT, INC. CRD 134510 | Fairfield, CT | Corporate platform Corporation | $436.9M | 25 advisors | Percentage of AUM | View | |
| PEACHTREE WEALTH ADVISORS, INC CRD 139779 | Atlanta, GA | Corporate platform Corporation | $436.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PRACTICE FINANCIAL GROUP CRD 289256 | Jacksonville, OR | Corporate platform LLC | $436.8M | 8 advisors | Percentage of AUM; Fixed fees | View |