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 | |||||
|---|---|---|---|---|---|---|---|
| NINEPOINTTWO CAPITAL LLC CRD 297270 | Los Angeles, CA | Advisory firm LLC | $314.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WMS WEALTH PLANNERS CRD 305481 | Pittsburgh, PA | Corporate platform Corporation | $314.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| VISTA ADVISOR GROUP, LLC CRD 307268 | Walnut Creek, CA | Corporate platform LLC | $314.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEFINE FINANCIAL, LLC CRD 286648 | San Diego, CA | Advisory firm LLC | $314.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANITE CAPITAL CRD 141743 | Oakland, CA | Advisory firm LLC | $314.6M | 2 advisors | Percentage of AUM | View | |
| HORTER INVESTMENT MANAGEMENT, LLC CRD 119880 | Cincinnati, OH | Corporate platform LLC | $314.5M | 29 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FAUSER GROUP, LLC CRD 282351 | Mercer Island, WA | Corporate platform LLC | $314.5M | 1 advisors | Percentage of AUM | View | |
| THE FUTURE FUND LLC CRD 313973 | Chicago, IL | Advisory firm LLC | $314.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BERNARD WEALTH MANAGEMENT CORP. CRD 159533 | Royal Oak, MI | Corporate platform Corporation | $314.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC CRD 149101 | Lookout Mountain, TN | Corporate platform LLC | $314.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MAGNATE ADVISORY SERVICES, LLC CRD 283056 | Louisville, KY | Advisory firm LLC | $314.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RICKETTS FINANCIAL, LLC CRD 309381 | Louisville, KY | Advisory firm LLC | $314.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TIETON CAPITAL MANAGEMENT CRD 135769 | Yakima, WA | Corporate platform LLC | $314.0M | 2 advisors | Percentage of AUM | View | |
| GREYLOCK CAPITAL MANAGEMENT, LLC CRD 137825 | Stamford, CT | Corporate platform LLC | $313.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CTS FINANCIAL PLANNING, INC. CRD 110960 | Chicago, IL | Corporate platform Corporation | $313.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALUES ADDED FINANCIAL CRD 288912 | CA | Advisory firm LLC | $313.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC CRD 110372 | Maple Grove, MN | Advisory firm LLC | $313.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TRUST ADVISORY GROUP LTD CRD 106926 | Birmingham, AL | Corporate platform Corporation | $313.5M | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAROLINA WEALTH ADVISORS CRD 288837 | Myrtle Beach, SC | Advisory firm LLC | $313.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| MELONE PRIVATE WEALTH, LLC CRD 311638 | Auburn Hills, MI | Advisory firm LLC | $313.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUNTER STREET PARTNERS, LP CRD 298142 | Wayzata, MN | Advisory firm LP | $313.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SCOTT MARSH FINANCIAL, LLC CRD 122169 | CA | Advisory firm LLC | $313.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HAWKEYE CAPITAL MANAGEMENT, LLC CRD 157316 | Miami Beach, FL | Corporate platform LLC | $312.8M | 2 advisors | Percentage of AUM | View | |
| JPC WEALTH MANAGEMENT, INC. CRD 120267 | Petaluma, CA | Corporate platform Corporation | $312.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |