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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 | |||||
|---|---|---|---|---|---|---|---|
| TERAMO ADVISORS, LLC CRD 291574 | Naples, FL | Advisory firm LLC | $344.7M | 2 advisors | Percentage of AUM | View | |
| NEPSIS, INC. CRD 141203 | Minneapolis, MN | Corporate platform Corporation | $344.5M | 18 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| LOFTIN WEALTH PARTNERS CRD 305359 | Johns Creek, GA | Advisory firm LLC | $344.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUINNESS ATKINSON ASSET MANAGEMENT, INC. CRD 124465 | Pasadena, CA | Corporate platform Corporation | $344.4M | 24 advisors | Percentage of AUM | View | |
| WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY CRD 206518 | Tampa, FL | Advisory firm LLC | $344.1M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KELLETT WEALTH ADVISORS, LLC CRD 287571 | Cincinnati, OH | Advisory firm LLC | $344.0M | 3 advisors | Percentage of AUM | View | |
| PROSPERA CAPITAL MANAGEMENT, LLC CRD 330390 | AZ | Corporate platform LLC | $343.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE CLARK GROUP ASSET MANAGEMENT CRD 164405 | Dana Point, CA | Corporate platform Corporation | $343.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BOURNE LENT ASSET MANAGAMENT, INC. CRD 111114 | Pawling, NY | Corporate platform Corporation | $343.9M | 3 advisors | Percentage of AUM | View | |
| CAMBRIAN CAPITAL MANAGEMENT, L.L.C. CRD 324623 | Newtown Square, PA | Corporate platform LLC | $343.8M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SAFE HARBOR CAPITAL PARTNERS CRD 305314 | Coconut Grove, FL | Advisory firm LLC | $343.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PATHFINDER 360 MANAGEMENTCO, LLC CRD 319211 | Minnetonka, MN | Advisory firm LLC | $343.8M | 1 advisors | Fixed fees · Performance-based fees +1 more | View | |
| GARDEN CITY MANAGEMENT, LLC CRD 310518 | Charlotte, NC | Advisory firm LLC | $343.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ATTESSA CAPITAL LLC CRD 306827 | Tucson, AZ | Advisory firm LLC | $343.5M | 8 advisors | Percentage of AUM; FREE | View | |
| M GROUP CRD 160128 | CA | Corporate platform LLC | $343.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORMULA GROWTH LIMITED CRD 163245 | Montreal | Corporate platform Corporation | $343.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FORMULA GROWTH MANAGEMENT CORP CRD 285005 | New York, NY | Corporate platform Corporation | $343.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PEGASUS CAPITAL ADVISORS, L.P. CRD 157094 | Stamford, CT | Advisory firm LP | $343.4M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VICTRIX INVESTMENT ADVISORS CRD 167517 | Stuart, FL | Advisory firm LLC | $343.3M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| VERTRIX WEALTH MANAGEMENT, LLC CRD 339547 | Troy, MI | Advisory firm LLC | $343.2M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| COORDINATED FINANCIAL PLANNING CORP CRD 105143 | Cincinnati, OH | Corporate platform Corporation | $343.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC CRD 291599 | West Tisbury, MA | Advisory firm LLC | $342.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC CRD 324173 | Westlake Village, CA | Advisory firm LLC | $342.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALLAST FINANCIAL ADVISORS, LLC CRD 304430 | West Chester, PA | Advisory firm LLC | $342.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |