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 | |||||
|---|---|---|---|---|---|---|---|
| CHOICE WEALTH ADVISORS LLC CRD 297745 | Waterville, ME | Advisory firm LLC | $323.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROWN FINANCIAL ADVISORS, LLC CRD 147056 | Milford, OH | Advisory firm LLC | $323.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AULL & MONROE CRD 104830 | Mobile, AL | Corporate platform Corporation | $323.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTREPID INVESTMENT MANAGEMENT, LLC CRD 192522 | Houston, TX | Corporate platform LLC | $322.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| LAUER CAPITAL MANAGEMENT LTD CRD 109660 | Sioux Falls, SD | Corporate platform Corporation | $322.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NEXT LEVEL WEALTH PLANNING, LLC CRD 327644 | Meridian, ID | Advisory firm LLC | $322.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORIENTAL TRUST CRD 312982 | San Juan, PR | Advisory firm Other (specify) | $322.6M | 1 advisors | Percentage of AUM | View | |
| FORTUNE FINANCIAL ADVISORS, LLC CRD 145799 | Overland Park, KS | Advisory firm LLC | $322.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARSWELL INVESTMENTS, LLC CRD 158205 | East Syracuse, NY | Advisory firm LLC | $322.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RBS WEALTH MANAGEMENT CRD 336536 | Alto, MI | Advisory firm LLC | $322.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OSCEOLA CAPITAL MANAGEMENT CRD 301565 | Tampa, FL | Corporate platform LLC | $322.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| KAPSTONE FINANCIAL ADVISORS LLC CRD 318885 | Lebanon, OH | Advisory firm LLC | $322.3M | 3 advisors | Percentage of AUM | View | |
| GORDONMD GLOBAL INVESTMENTS LP CRD 316751 | Beverly Hills, CA | Advisory firm LP | $322.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL TRANSPARENCY CRD 297713 | AZ | Advisory firm LLC | $322.3M | 17 advisors | Percentage of AUM; Fixed fees | View | |
| LIVET WEALTH, LLC CRD 337826 | Spanish Fork, UT | Advisory firm LLC | $322.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M4A3 LLC CRD 336172 | Boulder, CO | Advisory firm LLC | $322.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| NICHOLSON WEALTH MANAGEMENT GROUP CRD 327001 | Charleston, SC | Corporate platform LLC | $322.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SHUM FINANCIAL GROUP, INC. CRD 285426 | Alameda, CA | Corporate platform Other (specify) | $322.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEWARDSHIP ADVISORY GROUP, LLC CRD 165710 | Clermont, FL | Corporate platform LLC | $321.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUENORTH WEALTH ADVISORS CRD 118273 | Seattle, WA | Advisory firm LLC | $321.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERSON EQUITY LLC CRD 130032 | San Mateo, CA | Advisory firm LLC | $321.7M | 84 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B.B. GRAHAM & COMPANY, INC. CRD 41533 | Orange, CA | Corporate platform Corporation | $321.7M | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HF ADVISORY GROUP, LLC CRD 309051 | Annapolis, MD | Corporate platform LLC | $321.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IG4 CAPITAL ADVISORS US LLC CRD 316972 | Washington, DC | Advisory firm LLC | $321.5M | 3 advisors | Percentage of AUM; Performance-based fees | View |