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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.

FeesReputationProfile
IRONBRIDGE PRIVATE WEALTH, LLC

CRD 287714

Austin, TX

Advisory firm

LLC

$379.7M6 advisorsPercentage of AUM · Hourly charges +2 moreView
626 FINANCIAL, LLC

CRD 306474

Portage, MI

Advisory firm

LLC

$379.6M5 advisorsPercentage of AUMView
DARDEN WEALTH GROUP

CRD 294926

Ann Arbor, MI

Corporate platform

Corporation

$379.6M4 advisorsPercentage of AUM · Hourly charges +1 moreView
RAINIER CAPITAL PARTNERS LP

CRD 315967

Seattle, WA

Advisory firm

LP

$379.5M13 advisorsPercentage of AUM; Performance-based feesView
CMG WEALTH MANAGEMENT

CRD 307513

Plano, TX

Advisory firm

LLC

$379.4M4 advisorsPercentage of AUMView
SIENA CAPITAL PARTNERS GP, LLC

CRD 162073

Evanston, IL

Advisory firm

LLC

$379.3M5 advisorsPercentage of AUM; Performance-based feesView
KEYSTONE FINANCIAL SERVICES

CRD 310623

Loveland, CO

Advisory firm

LLC

$379.2M4 advisorsPercentage of AUM; Fixed feesView
ALL TERRAIN FINANCIAL ADVISORS

CRD 286683

Coon Rapids, MN

Advisory firm

LLC

$379.2M4 advisorsPercentage of AUM; Fixed feesView
RUBENSTEIN PARTNERS

CRD 156988

Philadelphia, PA

Advisory firm

LP

$378.9M15 advisorsPercentage of AUM · Performance-based fees +1 moreView
OUTLANDER VC

CRD 325268

Advisory firm

LLC

$378.8M5 advisorsPercentage of AUM; Performance-based feesView
CAMBER PARTNERS MANAGEMENT LLC

CRD 309328

New York, NY

Advisory firm

LLC

$378.8M7 advisorsPercentage of AUM; Performance-based feesView
SUN MOUNTAIN CAPITAL ADVISORS, LLC

CRD 151477

Santa Fe, NM

Advisory firm

LLC

$378.7M5 advisorsPercentage of AUM; Performance-based feesView
MKT AND ASSOCIATES LLC

CRD 329889

Tacoma, WA

Advisory firm

LLC

$378.7M3 advisorsPercentage of AUM; Hourly chargesView
LEGACY CONSULTING GROUP

CRD 108541

Plano, TX

Corporate platform

LLC

$378.6M4 advisorsPercentage of AUM; Hourly chargesView
AGNELLO FINANCIAL GROUP, INC.

CRD 141522

West Palm Beach, FL

Corporate platform

Corporation

$378.6M3 advisorsPercentage of AUM · Hourly charges +1 moreView
BOCA WEALTH ADVISORS

CRD 108038

Boca Raton, FL

Advisory firm

LLC

$378.6M2 advisorsPercentage of AUM; Fixed feesView
PROSPECT PARTNERS ADVISORS LLC

CRD 317720

Chicago, IL

Advisory firm

LLC

$378.4M10 advisorsPercentage of AUM; Performance-based feesView
CENTURY EQUITY PARTNERS LLC

CRD 281939

Boston, MA

Advisory firm

LLC

$378.3M2 advisorsPercentage of AUM; Performance-based feesView
PRITZKER ALTERNATIVE STRATEGIES

CRD 333671

Chicago, IL

Advisory firm

LP

$378.3M6 advisorsPercentage of AUM · Performance-based fees +1 moreView
AUOUR INVESTMENTS LLC

CRD 173392

Woburn, MA

Advisory firm

LLC

$378.0M4 advisorsPercentage of AUMView
FREEDOM FINANCIAL PARTNERS LLC

CRD 327560

Oakdale, MN

Advisory firm

LLC

$377.9M5 advisorsPercentage of AUM; Fixed feesView
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED

CRD 125142

Toronto, On

Corporate platform

Corporation

$377.8M13 advisorsPercentage of AUMView
ASHWORTH WEALTH, LLC

CRD 116950

South Jordan, UT

Advisory firm

LLC

$377.8M5 advisorsPercentage of AUM · Hourly charges +1 moreView
FAIRHAVEN FINANCIAL ADVISORY CORPORATION

CRD 124266

East Lansing, MI

Corporate platform

Corporation

$377.6M4 advisorsPercentage of AUM · Hourly charges +2 moreView
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