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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 | |||||
|---|---|---|---|---|---|---|---|
| ABOUND FINANCIAL CRD 327724 | Granite Bay, CA | Advisory firm LLC | $428.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MCCARTER PRIVATE WEALTH SERVICES LLC CRD 108191 | Boston, MA | Advisory firm LLC | $427.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BELAY INVESTMENT GROUP, LLC CRD 281985 | Sherman Oaks, CA | Corporate platform LLC | $427.5M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SHEARWATER CAPITAL CRD 115399 | Denver, CO | Advisory firm LLC | $427.3M | 4 advisors | Percentage of AUM | View | |
| SAG HARBOR CAPITAL MANAGEMENT, LLC CRD 161490 | Great Neck, NY | Corporate platform LLC | $427.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| O'DONNELL FINANCIAL SERVICES, LLC CRD 172520 | San Rafael, CA | Advisory firm LLC | $427.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CP CAPITAL (US) PARTNERS LP CRD 158979 | New York, NY | Advisory firm LP | $426.9M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CARE EQUITY CAPITAL MANAGEMENT, L.P. CRD 312131 | NY | Corporate platform LP | $426.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| HACKMAN FINANCIAL GROUP CRD 282027 | Cincinnati, OH | Corporate platform Corporation | $426.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON BRIDGE WEALTH PARTNERS, LLC CRD 321705 | Lower Gwynedd, PA | Advisory firm LLC | $426.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HEP MANAGEMENT CORPORATION CRD 161855 | New York, NY | Corporate platform Corporation | $426.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL CRD 291948 | Washington, DC | Advisory firm LLC | $426.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PACIFIC STRATEGIC MANAGEMENT, LP CRD 127990 | Houston, TX | Advisory firm LP | $426.5M | 1 advisors | Percentage of AUM | View | |
| ABR DYNAMIC FUNDS, LLC CRD 171847 | New York, NY | Advisory firm LLC | $426.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CYPRESS CAPITAL, LLC CRD 171266 | Franklin, TN | Advisory firm LLC | $426.0M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TGS FINANCIAL ADVISORS CRD 107289 | Radnor, PA | Corporate platform Corporation | $426.0M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACY BRIDGE PRIVATE FAMILY OFFICES CRD 282261 | West Des Moines, IA | Advisory firm LLC | $425.8M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| OMNI 360 WEALTH, INC. CRD 124878 | Plainsboro, NJ | Corporate platform Corporation | $425.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MURPHY & SYLVEST CRD 165130 | Dallas, TX | Advisory firm LLC | $425.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| PERIGEE CAPITAL, LP CRD 122085 | Sarasota, FL | Advisory firm LP | $425.7M | 1 advisors | Fixed fees | View | |
| APPOMATTOX ADVISORY, INC CRD 153731 | New York, NY | Corporate platform Corporation | $425.6M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CIP CAPITAL CRD 160700 | New York, NY | Advisory firm LLC | $425.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| QUAD-CITIES INVESTMENT GROUP, LLC CRD 154113 | Davenport, IA | Corporate platform LLC | $425.5M | 6 advisors | Percentage of AUM | View | |
| SCIENCE & TECHNOLOGY PARTNERS, L.P. CRD 331267 | Greenwich, CT | Advisory firm LP | $425.5M | 6 advisors | Percentage of AUM; Performance-based fees | View |