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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 | |||||
|---|---|---|---|---|---|---|---|
| BERNARDI ASSET MANAGEMENT, LLC CRD 120110 | Northfield, IL | Corporate platform LLC | $331.0M | 10 advisors | Percentage of AUM | View | |
| EDGEWORTH CAPITAL PTY LTD CRD 335630 | Bondi Junction, New South Wales | Advisory firm Other (specify) | $330.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VIGILARE WEALTH MANAGEMENT LLC CRD 157663 | Scottsdale, AZ | Advisory firm LLC | $330.9M | 4 advisors | Percentage of AUM | View | |
| SANDSTONE ASSET MANAGEMENT INC. CRD 152742 | Calgary, CA | Corporate platform Corporation | $330.7M | 4 advisors | Percentage of AUM | View | |
| HAZOOR PARTNERS, LLC CRD 289744 | Austin, TX | Advisory firm LLC | $330.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BROWN EDWARDS WEALTH STRATEGIES CRD 173559 | Lynchburg, VA | Advisory firm LLC | $330.7M | 7 advisors | Percentage of AUM | View | |
| GENERAL INNOVATION CAPITAL, LLC CRD 331306 | New York, NY | Advisory firm LLC | $330.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SIGNATURE EQUITY PARTNERS, LLC CRD 327455 | Columbus, OH | Advisory firm LLC | $330.6M | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LYNCH ASSET MANAGEMENT, INC. CRD 159938 | NJ | Corporate platform Corporation | $330.6M | 2 advisors | Percentage of AUM | View | |
| ESSEX PRIVATE WEALTH MANAGEMENT LLC CRD 149991 | Topsfield, MA | Advisory firm LLC | $330.5M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| UNIPLAN INVESTMENT COUNSEL, INC. CRD 154718 | Milwaukee, WI | Corporate platform Corporation | $330.5M | 10 advisors | Percentage of AUM | View | |
| CYPRESS CAPITAL WEALTH MANAGEMENT LLC CRD 312340 | Ann Arbor, MI | Advisory firm LLC | $330.2M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CLARIS FINANCIAL, LLC CRD 168503 | Glen Allen, VA | Advisory firm LLC | $330.2M | 5 advisors | Percentage of AUM | View | |
| WELTON INVESTMENT PARTNERS LLC CRD 172452 | Carmel, CA | Advisory firm LLC | $330.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| DAI WEALTH, LLC CRD 138938 | Atlanta, GA | Advisory firm LLC | $330.0M | 40 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MONEYWATCH ADVISORS, INC. CRD 107337 | Lexington, KY | Corporate platform Corporation | $329.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOSTON FAMILY ADVISORS LLC CRD 299060 | Boston, MA | Advisory firm LLC | $329.7M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC CRD 154616 | Orlando, FL | Corporate platform LLC | $329.7M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLUENT FINANCIAL, LLC CRD 170041 | Dallas, TX | Advisory firm LLC | $329.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAI ADVISORS CRD 300332 | Menlo Park, CA | Advisory firm LLC | $329.6M | 1 advisors | Percentage of AUM | View | |
| COLLIERS SECURITIES LLC CRD 7477 | Minneapolis, MN | Advisory firm LLC | $329.6M | 18 advisors | Percentage of AUM | View | |
| PARAGON FINANCIAL PARTNERS CRD 158041 | Woodland Hills, CA | Corporate platform Corporation | $329.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POWERS ADVISORY GROUP, LLC CRD 172252 | Highland, IL | Corporate platform LLC | $329.5M | 3 advisors | Percentage of AUM | View | |
| STELLA POINT CAPITAL, LP CRD 290013 | New York, NY | Advisory firm LP | $329.5M | 9 advisors | Performance-based fees; PERCENTAGE OF INVESTED CAPITAL | View |