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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 | |||||
|---|---|---|---|---|---|---|---|
| KNUFF & COMPANY LLC CRD 298203 | Foster City, CA | Advisory firm LLC | $393.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AJ ADVISORS CRD 321606 | Nashville, TN | Advisory firm LLC | $393.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARSENAL VENTURE PARTNERS CRD 160426 | Winter Park, FL | Corporate platform Corporation | $393.8M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. CRD 311248 | Virginia Beach, VA | Corporate platform Corporation | $393.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELLEVUE ASSET MANAGEMENT, LLC CRD 129194 | Bellevue, WA | Corporate platform LLC | $393.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" CRD 160657 | Rancho Santa Fe, CA | Corporate platform LLC | $393.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SL ADVISORS, LLC CRD 151495 | NJ | Advisory firm LLC | $393.3M | 3 advisors | Percentage of AUM | View | |
| CORE WEALTH PARTNERS LLC CRD 322365 | Santa Rosa, CA | Advisory firm LLC | $393.2M | 5 advisors | Percentage of AUM | View | |
| PRIVATE FAMILY WEALTH ADVISORS CRD 325119 | Atlanta, GA | Advisory firm LLC | $393.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAUSEY WEALTH LLC CRD 331134 | Greenwood Village, CO | Advisory firm LLC | $393.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEY CAPITAL MANAGEMENT, INC. CRD 173773 | Hendersonville, TN | Corporate platform Corporation | $393.0M | 9 advisors | Percentage of AUM | View | |
| BENTLEY FINANCIAL GROUP CRD 172474 | Downers Grove, IL | Corporate platform Corporation | $392.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUNNAVAN & CO. CRD 109058 | Minneapolis, MN | Corporate platform Corporation | $392.7M | 4 advisors | Percentage of AUM | View | |
| ATLATL ADVISERS CRD 284036 | Madison, WI | Advisory firm LLC | $392.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PANORAMIC CAPITAL PARTNERS LLC CRD 331349 | Lake Oswego, OR | Advisory firm LLC | $392.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| APEX INVESTMENTS MANAGEMENT US, LLC CRD 322874 | Coconut Grove, FL | Advisory firm LLC | $392.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| APEX INVESTMENTS MANAGEMENT, S.A. CRD 323044 | Guatemala City | Corporate platform Corporation | $392.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FAMILY WEALTH PARTNERS, LLC CRD 317764 | Matthews, NC | Advisory firm LLC | $392.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHORN WEALTH CRD 304104 | Englewood, FL | Advisory firm LLC | $392.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| DARROW WEALTH MANAGEMENT CRD 105679 | Needham, MA | Corporate platform Corporation | $392.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EASTOVER CAPITAL MANAGEMENT CRD 150821 | Charlotte, NC | Corporate platform LLC | $392.3M | 3 advisors | Percentage of AUM | View | |
| S&A FINANCIAL SERVICES, INC. CRD 110471 | Overland Park, KS | Corporate platform Corporation | $392.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CARMEL CAPITAL MANAGEMENT L.L.C. CRD 120675 | Carmel, CA | Corporate platform LLC | $392.0M | 6 advisors | Percentage of AUM; CONSULTING FEES | View | |
| PROMETHEAN INVESTMENTS CRD 301383 | Edinburgh | Advisory firm LLP | $391.7M | 3 advisors | Percentage of AUM; Performance-based fees | View |