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 | |||||
|---|---|---|---|---|---|---|---|
| PARAGON FINANCIAL SERVICES CRD 164832 | Richmond, VA | Corporate platform Corporation | $383.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPARTAN PLANNING GROUP CRD 166599 | Greensboro, NC | Corporate platform LLC | $383.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ARCADIA WEALTH MANAGEMENT CRD 165504 | Smithtown, NY | Corporate platform Corporation | $383.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ATS WEALTH MANAGEMENT CRD 137705 | San Diego, CA | Advisory firm LLC | $383.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VOLT INVESTMENT HOLDINGS LLC CRD 306923 | Brooklyn, NY | Corporate platform LLC | $383.5M | 4 advisors | Fixed fees; Performance-based fees | View | |
| CASCADES CAPITAL ASSET MANAGEMENT, LLC CRD 167102 | Greensboro, NC | Corporate platform LLC | $383.3M | 3 advisors | Percentage of AUM | View | |
| VISTA INVESTMENT PARTNERS CRD 327983 | Richmond, IN | Advisory firm LLC | $383.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| KEATING INVESTMENT COUNSELORS INC CRD 110134 | Delray Beach, FL | Corporate platform Corporation | $383.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL MANAGEMENT LLC CRD 109416 | Greensboro, NC | Corporate platform LLC | $383.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE + ONE WEALTH MANAGEMENT, LLC CRD 310906 | Jupiter, FL | Advisory firm LLC | $383.0M | 5 advisors | Percentage of AUM | View | |
| DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC. CRD 165145 | Buffalo, MN | Corporate platform Corporation | $382.9M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| CANOPY 360 WEALTH, LLC CRD 296771 | Ocala, FL | Advisory firm LLC | $382.8M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACCENT CAPITAL MANAGEMENT, LLC CRD 319275 | Centerville, OH | Corporate platform LLC | $382.7M | 4 advisors | Percentage of AUM | View | |
| CLARAPHI ADVISORY NETWORK, LLC CRD 165868 | Aliso Viejo, CA | Advisory firm LLC | $382.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARSHARES LLC CRD 157531 | Marco Island, FL | Advisory firm LLC | $382.5M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL PLANNING HAWAII, INC. CRD 153930 | Honolulu, HI | Corporate platform Corporation | $382.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROCTOR FINANCIAL CRD 122021 | Sherborn, MA | Corporate platform Corporation | $382.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RED TORTOISE CRD 282509 | Atlanta, GA | Advisory firm LLC | $382.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARTER FINANCIAL GROUP, INC. CRD 301025 | Barrington, IL | Corporate platform Corporation | $382.2M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DESTINY CAPITAL CORPORATION CRD 111196 | Denver, CO | Corporate platform Corporation | $382.2M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EATON FINANCIAL GROUP CRD 316323 | Coral Springs, FL | Corporate platform LLC | $382.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PICTET ASSET MANAGEMENT (USA) CORP CRD 306378 | New York, NY | Corporate platform Corporation | $382.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THE STRATEGIC FINANCIAL ALLIANCE CRD 126514 | Atlanta, GA | Corporate platform Corporation | $382.0M | 41 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SONOMA BRANDS CAPITAL CRD 296285 | Sonoma, CA | Advisory firm LLC | $382.0M | 5 advisors | Percentage of AUM; Performance-based fees | View |