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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 | |||||
|---|---|---|---|---|---|---|---|
| ROBERTSON OPPORTUNITY CAPITAL, LLC CRD 118484 | Dallas, TX | Advisory firm LLC | $358.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LIFEWAY FINANCIAL CORPORATION CRD 114276 | Plano, TX | Corporate platform Corporation | $358.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CLOVERFIELDS CAPITAL GROUP, LP CRD 306590 | Minneapolis, MN | Corporate platform Corporation | $358.7M | 1 advisors | Percentage of AUM | View | |
| FLIGHT DECK CAPITAL, LP CRD 311353 | San Francisco, CA | Advisory firm LP | $358.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ARARAT CAPITAL MANAGEMENT LP CRD 291783 | Westport, CT | Corporate platform Corporation | $358.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC CRD 332374 | Greenwich, CT | Advisory firm LLC | $358.6M | 117 advisors | Percentage of AUM; Performance-based fees | View | |
| POINT WINDWARD ADVISORS, INC. CRD 110457 | New York, NY | Corporate platform Corporation | $358.6M | 8 advisors | Percentage of AUM; Commissions | View | |
| CALIFORNIA CAPITAL MANAGEMENT CRD 130734 | Burbank, CA | Corporate platform LLC | $358.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIS CAPITAL MANAGEMENT L.P. CRD 107971 | Wilton, CT | Corporate platform LP | $358.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUESTEM FINANCIAL ADVISORS, LLC CRD 158418 | Savoy, IL | Advisory firm LLC | $358.2M | 8 advisors | Hourly charges · Fixed fees +1 more | View | |
| PRUFID FINANCIAL ADVISORS LLC CRD 121897 | MI | Advisory firm LLC | $358.0M | 1 advisors | Percentage of AUM | View | |
| PILLAR FINANCIAL ADVISORS, LLC CRD 121880 | Louisville, KY | Advisory firm LLC | $357.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HERITAGE WEALTH MANAGEMENT CRD 122394 | Houston, TX | Corporate platform Corporation | $357.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACCESS WEALTH MANAGEMENT, LLC CRD 339285 | Louisville, KY | Advisory firm LLC | $357.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MCDONALD CAPITAL MANAGEMENT CRD 114531 | Lubbock, TX | Corporate platform LLC | $357.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| APPLIED CAPITAL LLC CRD 166175 | Little Rock, AR | Advisory firm LLC | $357.5M | 8 advisors | Percentage of AUM | View | |
| CONSERVATIVE WEALTH MANAGEMENT LLC CRD 138925 | AZ | Advisory firm LLC | $357.5M | 1 advisors | Percentage of AUM | View | |
| PAPAMARKOU WELLNER PERKIN ADVISORS CRD 131796 | New York, NY | Corporate platform Corporation | $357.5M | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LIFESPAN FINANCIAL STRATEGIES, INC. CRD 119800 | Weston, FL | Corporate platform Corporation | $357.4M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MONTVUE CAPITAL MANAGEMENT, INC. CRD 116807 | Lynchburg, VA | Corporate platform Corporation | $357.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HOULIHAN FINANCIAL RESOURCE GROUP, LTD. CRD 116670 | Ashburn, VA | Corporate platform Corporation | $357.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GKV CAPITAL MANAGEMENT CO INC CRD 108767 | Walnut Creek, CA | Corporate platform Corporation | $357.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MOMENT PRIVATE WEALTH CRD 313223 | Saint Louis, MO | Advisory firm LLC | $357.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SYMBIOSIS CAPITAL PARTNERS, LLC CRD 316599 | Bentonville, AR | Advisory firm LLC | $357.2M | 6 advisors | Performance-based fees; PRO RATA EXPENSE REIMBURSEMENT | View |