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 | |||||
|---|---|---|---|---|---|---|---|
| ZARVONA ENERGY LLC CRD 288820 | Houston, TX | Advisory firm LLC | $423.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| VALIANT WEALTH, LLC CRD 146911 | West Des Moines, IA | Advisory firm LLC | $423.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. CRD 287683 | San Luis Obispo, CA | Corporate platform Corporation | $423.0M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL WEALTH INVESTMENTS CRD 311698 | Scranton, PA | Corporate platform Corporation | $423.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MCCARTHY ASSET MANAGEMENT, INC. CRD 118285 | Redwood Shores, CA | Corporate platform Corporation | $422.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MAREK CAPITAL MANAGEMENT LP CRD 333745 | New York, NY | Corporate platform LP | $422.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FORZA WEALTH MANAGEMENT CRD 281075 | Sarasota, FL | Advisory firm LLC | $422.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CONGRESS PARK CAPITAL LLC CRD 150309 | Saratoga Springs, NY | Advisory firm LLC | $422.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ADIRONDACK CAPITAL ADVISORS, LLC CRD 133305 | Syracuse, NY | Advisory firm LLC | $422.3M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ONCE CAPITAL MANAGEMENT, LLC CRD 289714 | New York, NY | Corporate platform LLC | $422.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| THE ESTATE PLANNERS GROUP CRD 124418 | Yardley, PA | Corporate platform LLC | $422.1M | 5 advisors | Percentage of AUM | View | |
| TRUFP CRD 299212 | Cumming, GA | Corporate platform Corporation | $421.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIMETRUST ADVISORS LLC CRD 141625 | Greenville, SC | Advisory firm LLC | $421.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FISCHER INVESTMENT GROUP, INC. CRD 110966 | Pittsford, NY | Corporate platform Corporation | $421.5M | 4 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| ADAPTIVE INVESTMENTS CRD 281201 | Alpharetta, GA | Advisory firm LLC | $421.4M | 3 advisors | Percentage of AUM | View | |
| JGB CAPITAL MANAGEMENT L.P. CRD 163658 | Westport, CT | Corporate platform LP | $421.0M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ODYSSEY GROUP WEALTH ADVISORS CRD 336636 | Lancaster, PA | Corporate platform LLC | $420.9M | 3 advisors | Percentage of AUM | View | |
| GRAHAM, BORDELON, GOLSON & GILBERT, INC. CRD 104612 | Monroe, LA | Corporate platform Corporation | $420.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUBICON ADVISORS CRD 174447 | Redding, CA | Advisory firm Partnership | $420.7M | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| METAVASI CAPITAL LP CRD 311581 | Larchmont, NY | Advisory firm LP | $420.6M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GENCAP PORTFOLIO MANAGEMENT CRD 269910 | Tiburon, CA | Advisory firm LLC | $420.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACIMA PRIVATE WEALTH LLC CRD 281496 | Richmond, VA | Advisory firm LLC | $420.4M | 6 advisors | Percentage of AUM; FLAT, ANNUAL FEE | View | |
| GENESEE CAPITAL ADVISORS, LLC CRD 167353 | Auburn, NY | Advisory firm LLC | $420.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXETER FINANCIAL, LLC CRD 143420 | Scottsdale, AZ | Advisory firm LLC | $420.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |