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 | |||||
|---|---|---|---|---|---|---|---|
| CASCADE INVESTMENT GROUP, INC. CRD 35844 | Colorado Springs, CO | Corporate platform Corporation | $419.9M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| POINT BRIDGE CAPITAL, LLC CRD 168071 | Fort Worth, TX | Advisory firm LLC | $419.7M | 1 advisors | Percentage of AUM | View | |
| HOLLANDER ASSET MANAGEMENT LLC CRD 150343 | Miami, FL | Corporate platform LLC | $419.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| POTRERO CAPITAL RESEARCH, LLC CRD 125909 | San Francisco, CA | Advisory firm LLC | $419.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DIRECTED CAPITAL ADVISORS CRD 162277 | St.. Petersburg, FL | Advisory firm LLC | $419.6M | 15 advisors | A PERCENTAGE OF LP UNRETURNED CAPITAL CONTRIBUTIONS | View | |
| ORIENTAL FINANCIAL SERVICES LLC CRD 29753 | San Juan, PR | Advisory firm LLC | $419.6M | 11 advisors | Percentage of AUM | View | |
| R.W. ROGE & COMPANY, INC CRD 104645 | Bohemia, NY | Corporate platform Corporation | $419.5M | 4 advisors | Percentage of AUM; INITIAL ONE-TIME CONTRACT FEE | View | |
| EMBLEM GROUP, L.P. CRD 329533 | Boston, MA | Corporate platform LP | $419.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| HARLOW WEALTH MANAGEMENT, INC. CRD 148315 | Vancouver, WA | Corporate platform Corporation | $419.4M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MOONTOWER ASSET MANAGEMENT LP CRD 328999 | Austin, TX | Corporate platform LP | $419.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| RIDGEWOOD INVESTMENTS CRD 121220 | Springfield, NJ | Advisory firm LLC | $419.2M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SEABIRD INVESTMENT PARTNERS CRD 284125 | San Diego, CA | Corporate platform Corporation | $419.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WT WEALTH MANAGEMENT, LLC CRD 169566 | Scottsdale, AZ | Advisory firm LLC | $419.1M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT PARTNERS CREDIT ADVISORS, L.P. CRD 153195 | Boston, MA | Advisory firm LP | $419.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| P4G CAPITAL MANAGEMENT, LLC CRD 300645 | Stateline, NV | Corporate platform LLC | $419.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVER OAK ADVISORY GROUP CRD 108298 | Portland, OR | Corporate platform Corporation | $418.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRANSCE3ND LLC CRD 317745 | Buda, TX | Advisory firm LLC | $418.9M | 42 advisors | Percentage of AUM; Fixed fees | View | |
| ONE OAK CAPITAL MANAGEMENT, LLC CRD 170339 | Purchase, NY | Corporate platform LLC | $418.5M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| LINCOLN CAPITAL CORPORATION CRD 109922 | East Greenwich, RI | Corporate platform Corporation | $418.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ASPECT PARTNERS, LLC CRD 307273 | Fairfax, VA | Advisory firm LLC | $418.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MILLER VALUE PARTNERS, LLC CRD 110632 | Sarasota, FL | Advisory firm LLC | $418.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SEAPORT CAPITAL, LLC CRD 160734 | New York, NY | Advisory firm LLC | $418.2M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| MAUNEY-PITT FINANCIAL MANAGEMENT, INC. CRD 337870 | Shelby, NC | Corporate platform Corporation | $418.0M | 2 advisors | Percentage of AUM | View | |
| QUANTUM PRIVATE WEALTH, LLC CRD 307358 | Tampa, FL | Advisory firm LLC | $418.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |