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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 | |||||
|---|---|---|---|---|---|---|---|
| SHORE POINT ADVISORS, LLC CRD 296848 | Brielle, NJ | Advisory firm LLC | $327.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUDSON CAPITAL ADVISORY, INC. CRD 304163 | Buffalo, NY | Corporate platform Corporation | $327.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL DECISIONS, LLC CRD 107755 | New York, NY | Advisory firm LLC | $327.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCORD INVESTMENT COUNSEL CRD 107901 | Irvine, CA | Corporate platform Corporation | $327.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CIMARRON WEALTH MANAGEMENT, INC. CRD 299627 | Montrose, CO | Corporate platform Corporation | $327.3M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| RYE BROOK CAPITAL, LLC CRD 288517 | Greenwich, CT | Advisory firm LLC | $327.3M | 1 advisors | Percentage of AUM | View | |
| LEVEL 5 CAPITAL PARTNERS, LLC CRD 304140 | Atlanta, GA | Advisory firm LLC | $327.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LATKO WEALTH MANAGEMENT, LTD. CRD 282423 | Frankfort, IL | Corporate platform Corporation | $327.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POINTONE FAMILY OFFICE CRD 338563 | Manhattan Beach, CA | Advisory firm LLC | $327.1M | 2 advisors | Percentage of AUM | View | |
| OCTAVIA INVESTMENTS LLC CRD 167721 | CA | Advisory firm LLC | $327.0M | 1 advisors | Percentage of AUM | View | |
| VINCI PARTNERS USA CRD 162399 | New York, NY | Advisory firm LLC | $327.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ARDENT CAPITAL MANAGEMENT, INC. CRD 108264 | Cincinnati, OH | Corporate platform Corporation | $327.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WILKERSON ADVISORY GROUP LLC CRD 334668 | Columbia, MO | Corporate platform LLC | $326.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MPWM ADVISORY SOLUTIONS LLC CRD 169885 | Alpharetta, GA | Advisory firm LLC | $326.9M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVONDALE WEALTH MANAGEMENT LLC CRD 152590 | West Lake Hills, TX | Advisory firm LLC | $326.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MFG PARTNERS LLC CRD 330388 | New York, NY | Advisory firm LLC | $326.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| VANTAGE POINT WEALTH MANAGEMENT CRD 167886 | Plymouth, MN | Advisory firm LLC | $326.6M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAW & ASSOCIATES INC CRD 105350 | Glen Echo, MD | Corporate platform Corporation | $326.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PL CAPITAL ADVISORS, LLC CRD 162083 | Naples, FL | Advisory firm LLC | $326.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| COMMUNITY DEVELOPMENT FUND ADVISORS, LLC CRD 281617 | PA | Advisory firm LLC | $326.4M | 2 advisors | Percentage of AUM | View | |
| PUREFI WEALTH, LLC CRD 328459 | Boston, MA | Advisory firm LLC | $326.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BASE WEALTH MANAGEMENT CRD 321991 | Lakewood Ranch, FL | Advisory firm LLC | $326.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENTREWEALTH CRD 317553 | AZ | Advisory firm LLC | $326.3M | 10 advisors | Percentage of AUM | View | |
| FINANCIALLY IN TUNE CRD 156200 | Stoneham, MA | Advisory firm LLC | $326.2M | 4 advisors | Hourly charges; Fixed fees | View |