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 | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL IDEAS CRD 114352 | Dallas, TX | Advisory firm LLC | $336.2M | 5 advisors | Percentage of AUM | View | |
| AGATE PASS INVESTMENT, LLC CRD 155049 | Bainbridge Island, WA | Advisory firm LLC | $336.0M | 4 advisors | Percentage of AUM | View | |
| LOON LAKE CAPITAL MANAGEMENT LP CRD 339830 | Boston, MA | Corporate platform LP | $336.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| COGENT STRATEGIC WEALTH LLC CRD 152715 | Chicago, IL | Advisory firm LLC | $336.0M | 2 advisors | Percentage of AUM | View | |
| BENNETT SELBY INVESTMENTS, L.P. CRD 137075 | CA | Advisory firm LP | $335.9M | 2 advisors | Percentage of AUM | View | |
| SHARED VISION WEALTH GROUP CRD 325000 | AZ | Corporate platform LLC | $335.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEACHTREE INVESTMENT PARTNERS, LLC CRD 142839 | CA | Advisory firm LLC | $335.8M | 2 advisors | Percentage of AUM | View | |
| CROSS RAPIDS CAPITAL LP CRD 313143 | New York, NY | Advisory firm LP | $335.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST DALLAS SECURITIES, INC. CRD 24549 | Dallas, TX | Corporate platform Corporation | $335.7M | 9 advisors | Commissions | View | |
| APRICUS WEALTH LLC CRD 306239 | Beaufort, SC | Advisory firm LLC | $335.7M | 4 advisors | Percentage of AUM | View | |
| MID-AMERICAN WEALTH ADVISORY GROUP CRD 301621 | Kansas City, MO | Corporate platform Corporation | $335.6M | 6 advisors | Percentage of AUM | View | |
| PERSONAL FINANCIAL PROFILES INC CRD 109327 | Coral Springs, FL | Corporate platform Corporation | $335.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE MENARD FINANCIAL GROUP, LLC CRD 299404 | Houston, TX | Corporate platform LLC | $335.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CION GROSVENOR MANAGEMENT, LLC CRD 330199 | New York, NY | Advisory firm LLC | $335.2M | 2 advisors | Percentage of AUM | View | |
| BVP MANAGEMENT COMPANY, LLC CRD 307029 | New York, NY | Advisory firm LLC | $335.2M | 8 advisors | Performance-based fees; FEES PAID BY PORTFOLIO COMPANIES | View | |
| TRISPERITY ADVISORS, LLC CRD 142438 | Katy, TX | Advisory firm LLC | $335.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPENRIDGE WEALTH ADVISORS CRD 337220 | Fort Worth, TX | Advisory firm LLC | $335.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PILLSBURY LAKE CAPITAL, LLC CRD 328282 | CA | Advisory firm LLC | $334.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GOTHAM GREEN PARTNERS, LLC CRD 288771 | Santa Monica, CA | Advisory firm LLC | $334.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ABRA CAPITAL MANAGEMENT, LP CRD 323353 | San Francisco, CA | Corporate platform LP | $334.7M | 5 advisors | Percentage of AUM | View | |
| BAER WEALTH MANAGEMENT CRD 150555 | Marietta, GA | Advisory firm LLC | $334.7M | 2 advisors | Percentage of AUM | View | |
| WEIK CAPITAL MANAGEMENT CRD 107068 | Wyomissing, PA | Corporate platform Corporation | $334.7M | 6 advisors | Percentage of AUM | View | |
| WEALTHHARBOR CAPITAL GROUP, LLC CRD 118614 | Metairie, LA | Corporate platform LLC | $334.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| NEUBERGER BERMAN LOAN ADVISERS EUROPE II LP CRD 337854 | Chicago, IL | Advisory firm LP | $334.6M | 3 advisors | Percentage of AUM; Performance-based fees | View |