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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 | |||||
|---|---|---|---|---|---|---|---|
| ARROWROOT FAMILY OFFICE, LLC CRD 168744 | Marina Del Rey, CA | Advisory firm LLC | $430.7M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WHITE PINE CAPITAL LLC CRD 108417 | Bloomington, MN | Advisory firm LLC | $430.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SWMG, LLC CRD 166688 | Fort Worth, TX | Advisory firm LLC | $430.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASTLE WEALTH MANAGEMENT CRD 118364 | Boynton Beach, FL | Advisory firm LLC | $430.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIKER MANAGEMENT LLC CRD 119786 | New York, NY | Advisory firm LP | $430.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SOCHA FINANCIAL GROUP, LLC CRD 299263 | Corning, NY | Corporate platform LLC | $430.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POWER WEALTH MANAGEMENT CRD 315101 | Alpharetta, GA | Advisory firm LLC | $429.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRATED CAPITAL MANAGEMENT CRD 284766 | Bloomfield Hills, MI | Corporate platform LLC | $429.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPASS FINANCIAL GROUP, INC. CRD 125186 | Deerfield Beach, FL | Corporate platform Corporation | $429.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVIGATE WEALTH MANAGEMENT, LLC CRD 173770 | Birmingham, AL | Advisory firm LLC | $429.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SHAYNE & JACOBS, LLC CRD 109423 | Nashville, TN | Advisory firm LLC | $429.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARLSON CAPITAL, L.P. CRD 118156 | Dallas, TX | Advisory firm LP | $429.3M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| QBOX FIDUCIARY SOLUTIONS, LLC CRD 167622 | Fort Wayne, IN | Advisory firm LLC | $429.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SQUARE WAVE CAPITAL CRD 318517 | Brooklyn, NY | Advisory firm LLC | $428.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AGIS MANAGEMENT LLC CRD 172457 | Clearwater, FL | Advisory firm LLC | $428.7M | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| SYMPHONY FINANCIAL SERVICES, INC. CRD 125058 | Akron, OH | Corporate platform Corporation | $428.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC CRD 105053 | Omaha, NE | Corporate platform Corporation | $428.6M | 4 advisors | Percentage of AUM | View | |
| BLUE WATER ASSET MANAGEMENT CRD 175362 | Grand Rapids, MI | Corporate platform LLC | $428.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGA Z ADVISORY LLC CRD 297417 | CA | Advisory firm LLC | $428.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP CRD 285361 | New York, NY | Corporate platform LP | $428.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| LONGWALL FAMILY OFFICE CRD 324336 | Westport, CT | Advisory firm LLP | $428.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PROVIDENCE FINANCIAL ADVISORS, LLC CRD 124839 | Overland Park, KS | Advisory firm LLC | $428.1M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HAVEN PRIVATE CRD 329012 | Orlando, FL | Advisory firm LLC | $428.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CPC MANAGEMENT, LLC CRD 313413 | Kansas City, MO | Advisory firm LLC | $428.0M | 16 advisors | Percentage of AUM; Performance-based fees | View |