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 | |||||
|---|---|---|---|---|---|---|---|
| RETIREMENT PLANNING GROUP, LLC CRD 310647 | Malta, NY | Corporate platform LLC | $375.4M | 4 advisors | Percentage of AUM | View | |
| JAGUAR GROWTH ASSET MANAGEMENT, LLC CRD 169571 | Miami, FL | Corporate platform LLC | $375.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CULTIVAR CAPITAL, INC. CRD 160145 | Denton, TX | Corporate platform Corporation | $375.1M | 2 advisors | Percentage of AUM | View | |
| BEAR MOUNTAIN CAPITAL INC. CRD 151151 | Seattle, WA | Corporate platform Corporation | $375.0M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| VIKING PARTNERS ADVISORS CRD 321989 | Cincinnati, OH | Advisory firm LLC | $375.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC CRD 169538 | Jacksonville, FL | Corporate platform LLC | $374.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CIBEST CAPITAL ADVISORY SERVICES LLC CRD 317663 | Miami, FL | Advisory firm LLC | $374.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AVENTURA PRIVATE WEALTH, LLC CRD 332630 | Aventura, FL | Advisory firm LLC | $374.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATEGENT FINANCIAL, LLC CRD 148173 | Harrisonburg, VA | Advisory firm LLC | $374.7M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HALE CAPITAL MANAGEMENT, LP CRD 157220 | New York, NY | Corporate platform LP | $374.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CARL MARKS MANAGEMENT COMPANY, LLC CRD 107695 | New York, NY | Advisory firm LLC | $374.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BOUVEL INVESTMENT PARTNERS, LLC CRD 108436 | Phoenixville, PA | Advisory firm LLC | $374.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| KM CAPITAL MANAGEMENT, LTD. CRD 132887 | Austin, TX | Corporate platform LP | $374.4M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE PITTI GROUP WEALTH MANAGEMENT, LLC CRD 314685 | Victor, NY | Corporate platform LLC | $374.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPREHENSIVE WEALTH SOLUTIONS, LLC CRD 131324 | Boca Raton, FL | Advisory firm LLC | $374.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTWARD PARTNERS LLC CRD 300994 | Seattle, WA | Advisory firm LLC | $374.0M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AURORA PRIVATE WEALTH, INC. CRD 281604 | Totowa, NJ | Corporate platform Corporation | $374.0M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAKUM BAY CAPITAL, LLC CRD 166025 | CT | Advisory firm LLC | $374.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DEMARS FINANCIAL GROUP LLC CRD 116257 | Spokane Valley, WA | Corporate platform LLC | $374.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| B.A. ROBERTS FINANCIAL SERVICES, INC. CRD 289856 | Marquette, MI | Corporate platform Corporation | $373.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DORVAL & CHORNE FINANCIAL ADVISORS CRD 309512 | Maple Grove, MN | Corporate platform Corporation | $373.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TONY WALKER FINANCIAL CRD 145457 | Bowling Green, KY | Corporate platform Corporation | $373.7M | 4 advisors | Percentage of AUM | View | |
| OAK WEALTH ADVISORS LLC CRD 148832 | Northbrook, IL | Advisory firm LLC | $373.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TORREN MANAGEMENT, LLC CRD 329263 | San Diego, CA | Advisory firm LLC | $373.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |