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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 | |||||
|---|---|---|---|---|---|---|---|
| AMERICAN FUNDSTARS CRD 315860 | Irvine, CA | Advisory firm LLC | $332.7M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COLLAB+CURRENCY MANAGEMENT, LLC CRD 309133 | OR | Advisory firm LLC | $332.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FALL LINE CAPITAL, LLC CRD 283625 | San Mateo, CA | Advisory firm LLC | $332.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CURRY WEBB WEALTH MANAGEMENT LLC CRD 168692 | Indianapolis, IN | Advisory firm LLC | $332.4M | 5 advisors | Percentage of AUM | View | |
| PHOENICIAN RESOURCES CRD 304953 | New York, NY | Advisory firm LLC | $332.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GRIDLINE CRD 317336 | Atlanta, GA | Advisory firm LLC | $332.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| DELTA ACCUMULATION, LLC CRD 286434 | Sausalito, CA | Advisory firm LLC | $332.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SOLANO WEALTH ADVISORS CRD 322037 | Fairfield, CA | Advisory firm LLC | $331.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPUS INVESTMENT MANAGEMENT LLC CRD 163262 | New York, NY | Corporate platform LLC | $331.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GEN FINANCIAL MANAGEMENT INC. CRD 110179 | Plymouth, MN | Corporate platform Corporation | $331.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| THE HOGAN-KNOTTS FINANCIAL GROUP, INC. CRD 106758 | Red Bank, NJ | Corporate platform Corporation | $331.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| OCEANIC INVESTMENT MANAGEMENT LIMITED CRD 160287 | Douglas | Corporate platform Corporation | $331.5M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BBJS FINANCIAL ADVISORS, LLC CRD 115969 | Seattle, WA | Advisory firm LLC | $331.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ELIOS FINANCIAL GROUP, INC. CRD 119873 | Westlake, OH | Corporate platform Corporation | $331.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CORAZON GROUP LLC CRD 285865 | Chicago, IL | Corporate platform LLC | $331.5M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| RAINIER FAMILY WEALTH, INC. CRD 332062 | Tacoma, WA | Corporate platform Corporation | $331.5M | 3 advisors | Percentage of AUM | View | |
| SECTORAL ASSET MANAGEMENT INC. CRD 110345 | Montreal, Quebec | Corporate platform Corporation | $331.4M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| 5T WEALTH, LLC CRD 112552 | Napa, CA | Advisory firm LLC | $331.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CHARLES FISH INVESTMENTS, INC. CRD 110445 | Irvine, CA | Corporate platform Corporation | $331.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CAMBRIDGE FINANCIAL GROUP, INC. CRD 112254 | Columbus, OH | Corporate platform Corporation | $331.3M | 3 advisors | Percentage of AUM | View | |
| INSIGHT FOLIOS CRD 174411 | Charlotte, NC | Corporate platform Corporation | $331.3M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YODER WEALTH MANAGEMENT CRD 291826 | Walnut Creek, CA | Corporate platform Corporation | $331.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COPLEY FINANCIAL GROUP, INC. CRD 283070 | San Diego, CA | Corporate platform Corporation | $331.2M | 7 advisors | Percentage of AUM; REFERRAL FEES | View | |
| THE NESTEGG GROUP, INC. CRD 118419 | Lincolnwood, IL | Corporate platform Corporation | $331.0M | 3 advisors | Percentage of AUM | View |