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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 | |||||
|---|---|---|---|---|---|---|---|
| ARROYO INVESTMENT GROUP, LLC CRD 130243 | Pasadena, CA | Corporate platform LLC | $319.5M | 3 advisors | Percentage of AUM | View | |
| OPTIVEST, INC. CRD 137070 | San Juan Capistrano, CA | Corporate platform Corporation | $319.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAMILTON SQUARE PARTNERS MANAGEMENT, LP CRD 338881 | New York, NY | Advisory firm LP | $319.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| THEORY FINANCIAL CRD 304084 | Fort Collins, CO | Advisory firm LLC | $319.2M | 3 advisors | Percentage of AUM | View | |
| PROMONTORY FINANCIAL PLANNING, LLC CRD 153666 | Farmington, UT | Advisory firm LLC | $319.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REMEDIUM CAPITAL PARTNERS CRD 340302 | West Palm Beach, FL | Advisory firm LLC | $319.0M | 1 advisors | Percentage of AUM | View | |
| VALUEWEALTH SERVICES, LLC CRD 304049 | Annapolis, MD | Advisory firm LLC | $319.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BREEN WEALTH MANAGEMENT, LLC CRD 286513 | Petaluma, CA | Advisory firm LLC | $318.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PHILLIP B. WHITE CO., INC CRD 300623 | San Luis Obispo, CA | Corporate platform Corporation | $318.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENTS & FINANCIAL PLANNING, LLC CRD 164333 | Lexington, KY | Advisory firm LLC | $318.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC CRD 288841 | New York, NY | Corporate platform LLC | $318.5M | 80 advisors | Fixed fees; Performance-based fees | View | |
| GENERAL PARTNER, INC. CRD 302070 | PA | Corporate platform Corporation | $318.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FMI CRD 117600 | Ardmore, OK | Corporate platform Corporation | $318.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLAGENS & TAYLOR WEALTH MANAGEMENT CRD 335178 | San Angelo, TX | Advisory firm LLC | $318.3M | 5 advisors | Percentage of AUM | View | |
| IMPACT INVESTORS CRD 289028 | AZ | Corporate platform Corporation | $318.2M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| MODEL WEALTH CRD 299798 | CO | Corporate platform Corporation | $318.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIBUNE INVESTMENT GROUP CRD 329330 | New York, NY | Corporate platform LP | $318.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BAYFOREST CRD 312969 | London | Advisory firm LLC | $318.1M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| OPENAIR FINANCIAL, LLC CRD 300362 | Southlake, TX | Advisory firm LLC | $318.0M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CAIM LLC CRD 144946 | Longboat Key, FL | Advisory firm LLC | $318.0M | 2 advisors | Percentage of AUM; SUBADVISOR FEES | View | |
| 4:8 FINANCIAL CRD 335831 | Canby, OR | Corporate platform Corporation | $318.0M | 4 advisors | Percentage of AUM | View | |
| TOWER VIEW WEALTH MANAGEMENT LLC CRD 108739 | CA | Advisory firm LLC | $317.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RANSOM ADVISORY CRD 318747 | MA | Corporate platform Corporation | $317.9M | 1 advisors | Percentage of AUM | View | |
| NAVIGATE 401K, LLC CRD 309466 | Birmingham, AL | Advisory firm LLC | $317.9M | 4 advisors | Percentage of AUM; Fixed fees | View |