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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 | |||||
|---|---|---|---|---|---|---|---|
| BEACON FINANCIAL PLANNING, INC CRD 175372 | Hyannis, MA | Corporate platform Corporation | $397.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CENTENNIAL WEALTH ADVISORY, LLC CRD 138054 | Traverse City, MI | Advisory firm LLC | $397.1M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SETTANNI FINANCIAL LLC CRD 298989 | Armonk, NY | Advisory firm LLC | $397.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOODWIN INVESTMENT ADVISORY CRD 131193 | Woodstock, GA | Advisory firm LLC | $397.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANABRANCH CAPITAL MANAGEMENT, LP CRD 309151 | Stamford, CT | Corporate platform LP | $397.0M | 2 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| MIRAMONTES CAPITAL, LLC CRD 264786 | Newport Beach, CA | Advisory firm LLC | $396.9M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW INSIGHT WEALTH ADVISORS CRD 318083 | San Ramon, CA | Corporate platform Corporation | $396.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SARA-BAY FINANCIAL CORP. CRD 133443 | Sarasota, FL | Corporate platform Corporation | $396.8M | 3 advisors | Percentage of AUM | View | |
| VISIONARY HORIZONS, LLC CRD 150483 | Knoxville, TN | Advisory firm LLC | $396.7M | 12 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WAGNER LOFTIN INVESTMENT SERVICES LLC CRD 109770 | Pleasant Hill, CA | Advisory firm LLC | $396.4M | 7 advisors | Percentage of AUM | View | |
| MATTERHORN CAPITAL ADVISORS, LLC CRD 309960 | West Conshohocken, PA | Advisory firm LLC | $396.4M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTUNE WEALTH MANAGEMENT, LLC CRD 157832 | Dallas, TX | Advisory firm LLC | $396.3M | 3 advisors | Percentage of AUM | View | |
| FAMILY WEALTH ADVISORY GROUP, LLC CRD 130595 | Cincinnati, OH | Corporate platform LLC | $396.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KIRTLAND FINANCIAL MANAGEMENT, INC. CRD 131138 | Coral Gables, FL | Corporate platform Corporation | $396.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| THE VISUALIZE GROUP LP CRD 327531 | New York, NY | Corporate platform LP | $396.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| WEST RIDGE ADVISORS CRD 282718 | Henderson, NV | Advisory firm LLC | $396.0M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIASTOLE WEALTH MANAGEMENT CRD 111604 | Guilford, CT | Corporate platform Corporation | $396.0M | 9 advisors | Percentage of AUM | View | |
| LESJAK PLANNING, LLC CRD 110090 | Westlake, OH | Advisory firm LLC | $396.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POINCIANA ADVISORS GROUP, LLC CRD 137423 | Palm Beach Gardens, FL | Corporate platform LLC | $396.0M | 1 advisors | Percentage of AUM | View | |
| DERBY COPELAND CAPITAL CRD 321102 | New York, NY | Advisory firm LLC | $395.8M | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| GUNDERSON CAPITAL MANAGEMENT CRD 140795 | Mount Pleasant, SC | Corporate platform LLC | $395.8M | 2 advisors | Percentage of AUM | View | |
| GALAPAGOS ADVISORY LLC CRD 322042 | Miami, FL | Advisory firm LLC | $395.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ECIO, INC. CRD 301432 | Madison, WI | Corporate platform Corporation | $395.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BLACK DRAGON CAPITAL INVESTMENT MANAGEMENT, INC CRD 312404 | DE | Corporate platform LLC | $395.6M | 14 advisors | Percentage of AUM; Performance-based fees | View |