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 | |||||
|---|---|---|---|---|---|---|---|
| NORCAP INVESTMENT MANAGEMENT, L.P. CRD 132975 | Austin, TX | Corporate platform LP | $350.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIDGEWATER ASSET MANAGEMENT LLC CRD 169832 | Chesterfield, MO | Corporate platform LLC | $350.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORMAN CAPITAL, LLC CRD 329537 | Delray Beach, FL | Advisory firm LLC | $350.5M | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| V2 FINANCIAL GROUP, LLC CRD 142189 | CA | Corporate platform LLC | $350.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| JONES ROAD CAPITAL MANAGEMENT, L.P. CRD 296822 | New York, NY | Corporate platform LP | $350.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PROTOCOL VC LLC CRD 332272 | CA | Advisory firm LLC | $350.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MAESTRIA PARTNERS LLC CRD 328822 | Atlanta, GA | Advisory firm LLC | $350.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL MANAGEMENT STRATEGIES, LLC CRD 122347 | Baltimore, MD | Advisory firm LLC | $350.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYKON CAPITAL LLC CRD 326728 | Harrison, NY | Advisory firm LLC | $350.1M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SONOMA ALLOCATIONS CRD 335435 | Santa Rosa, CA | Advisory firm LLC | $350.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SPX CAPITAL MANAGEMENT LLC CRD 297944 | New York, NY | Corporate platform LLC | $350.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TURN8 PRIVATE WEALTH INC. CRD 167608 | Pointe Claire, TX | Corporate platform Corporation | $350.0M | 3 advisors | Percentage of AUM; SUBADVISOR FEES | View | |
| SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE CRD 130711 | San Diego, CA | Advisory firm LLC | $349.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAUL MANNERS & ASSOCIATES, INC. CRD 110996 | Marietta, GA | Corporate platform Corporation | $349.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GUGGENHEIM PRIVATE INVESTMENTS, LLC CRD 331479 | New York, NY | Advisory firm LLC | $349.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EMPOWER WEALTH MANAGEMENT CRD 305031 | Cedar Park, TX | Advisory firm Other (specify) | $349.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARAGON CAPITAL LLC CRD 166958 | Fort Lauderdale, FL | Advisory firm LLC | $349.3M | 6 advisors | Percentage of AUM | View | |
| ALTRIARCH ASSET MANAGEMENT, LLC CRD 328482 | Charleston, SC | Corporate platform LLC | $349.1M | 5 advisors | Performance-based fees; SERVICING FEE | View | |
| FWG INVESTMENTS, LLC CRD 284064 | Lexington, KY | Advisory firm LLC | $349.0M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| JACKSON CREEK INVESTMENT ADVISORS LLC CRD 309116 | Castle Rock, CO | Advisory firm LLC | $349.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BROOKS, MOORE & ASSOCIATES, INC. CRD 105716 | Chattanooga, TN | Corporate platform Corporation | $348.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FACTOR INVESTING GROUP CRD 315131 | Westborough, MA | Corporate platform Corporation | $348.8M | 4 advisors | Percentage of AUM | View | |
| ARLEN CAPITAL, LLC CRD 118113 | Warwick, RI | Advisory firm LLC | $348.8M | 4 advisors | Percentage of AUM | View | |
| EGI FINANCIAL, INC. CRD 120607 | Akron, OH | Corporate platform Corporation | $348.7M | 8 advisors | Percentage of AUM; Hourly charges | View |