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 | |||||
|---|---|---|---|---|---|---|---|
| FOGEL CAPITAL MANAGEMENT INC CRD 108212 | Stuart, FL | Corporate platform Corporation | $436.7M | 7 advisors | Percentage of AUM | View | |
| NDURE GLOBAL LLC CRD 327280 | NY | Advisory firm LLC | $436.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AUGUST WEALTH ADVISORS LLC CRD 339322 | Westport, CT | Advisory firm LLC | $436.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BLUEPRINT INVESTING LLC CRD 151422 | San Francisco, CA | Advisory firm LLC | $436.3M | 2 advisors | Percentage of AUM | View | |
| WESTEND CAPITAL MANAGEMENT, LLC. CRD 120545 | Sausalito, CA | Corporate platform LLC | $436.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL ASSET MANAGEMENT CORP CRD 106643 | Chappaqua, NY | Corporate platform Corporation | $436.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAVENSWOOD PARTNERS LP CRD 327106 | Mclean, VA | Advisory firm LP | $436.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CHAPEL HILL INVESTMENT ANALYSTS INC CRD 109511 | Greensburg, PA | Advisory firm Other (specify) | $436.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MUHLENKAMP & CO INC CRD 110787 | Wexford, PA | Corporate platform Corporation | $435.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OFF ROAD CAPITAL MANAGEMENT LLC CRD 285344 | New York, NY | Corporate platform LLC | $435.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PRECISION FINANCIAL SERVICES CRD 147872 | Mine Hill, NJ | Advisory firm LLC | $435.6M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRINCETON CAPITAL MANAGEMENT LLC CRD 113926 | Red Bank, NJ | Corporate platform LLC | $435.5M | 6 advisors | Percentage of AUM; PERFORMANCE FEE PAID TO RELATED PARTY | View | |
| ADVISORSTRUST PARTNERS LLC CRD 304967 | Raleigh, NC | Advisory firm LLC | $435.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| MMHP INVESTMENT ADVISORS CRD 107861 | Thomasville, GA | Corporate platform Corporation | $435.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FEFA FINANCIAL CRD 324833 | Saint Louis, MO | Advisory firm LLC | $435.3M | 23 advisors | Percentage of AUM | View | |
| FAMILY CAPITAL MANAGEMENT CRD 111230 | Grand Rapids, MI | Corporate platform Corporation | $435.1M | 4 advisors | Percentage of AUM; PERCENTAGE OF NET WORTH | View | |
| BRANDON FINANCIAL PLANNING, INC. CRD 110267 | Memphis, TN | Corporate platform Corporation | $434.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARMEL CAPITAL PARTNERS, LLC CRD 123907 | San Diego, CA | Advisory firm LLC | $434.3M | 5 advisors | Percentage of AUM | View | |
| COMPREHENSIVE FINANCIAL PLANNING, INC. CRD 110937 | East Petersburg, PA | Corporate platform Corporation | $434.1M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY CRD 15356 | New York, NY | Corporate platform Corporation | $434.1M | 2 advisors | REFER TO SCHEDULE D, MISCELLANEOUS | View | |
| SPARK INVESTMENT MANAGEMENT LLC CRD 160815 | New York, NY | Corporate platform LLC | $433.9M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SESTANTE FAMILY OFFICE CRD 335152 | Coronado, CA | Advisory firm LLC | $433.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PLAN A WEALTH, LLC CRD 287860 | Lincoln, NE | Advisory firm LLC | $433.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIRE AGILE CRD 309238 | Hermantown, MN | Advisory firm LLC | $433.7M | 5 advisors | Percentage of AUM; Fixed fees | View |