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 | |||||
|---|---|---|---|---|---|---|---|
| BRADY FAMILY WEALTH, LLC CRD 315635 | Saint Louis, MO | Advisory firm LLC | $312.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLMENT FINANCIAL CRD 166746 | Elmhurst, IL | Corporate platform Corporation | $312.7M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLUMBIA ADVISORY PARTNERS, LLC CRD 171616 | Spokane, WA | Advisory firm LLC | $312.6M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAGODA INVESTMENT MANAGEMENT, L.P. CRD 170961 | New York, NY | Corporate platform LP | $312.6M | 2 advisors | Percentage of AUM | View | |
| PARKVIEW US LLC CRD 160172 | New York City, NY | Advisory firm LLC | $312.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ASPEN WEALTH STRATEGIES, LLC CRD 307424 | Arvada, CO | Advisory firm LLC | $312.2M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TOPEL & DISTASI WEALTH MANAGEMENT, LLC CRD 285538 | Berkeley, CA | Advisory firm LLC | $312.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONERE WEALTH MANAGEMENT, INC. CRD 173076 | Schaumburg, IL | Corporate platform Corporation | $312.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLASS WEALTH MANAGEMENT CO., LLC CRD 114097 | San Antonio, TX | Advisory firm LLC | $311.9M | 4 advisors | Percentage of AUM | View | |
| LAKE WHILLANS CAPITAL PARTNERS LLC CRD 287835 | Plano, TX | Advisory firm LLC | $311.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| NFWM CRD 317406 | Plano, TX | Advisory firm LLC | $311.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TILIA HOLDINGS, LLC CRD 292148 | Chicago, IL | Corporate platform LLC | $311.9M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SUNRISE MANAGER LLC CRD 330704 | West Palm Beach, FL | Advisory firm LLC | $311.8M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHSTAR FINANCIAL PLANNERS, INC. CRD 131507 | Plantation, FL | Corporate platform Corporation | $311.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERNATIONAL MONEY MATTERS PVT LTD CRD 329433 | Bangalore, Karnataka | Corporate platform Corporation | $311.6M | 21 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| IWEALTH CRD 329980 | Waseca, MN | Advisory firm LLC | $311.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILLER CAPITAL CRD 124489 | Troy, MI | Corporate platform Corporation | $311.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APS WEALTH MANAGEMENT, LLC CRD 298233 | Melville, NY | Advisory firm LLC | $311.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| GRIFFITHS, DREHER & EVANS, P.S., CPAS CRD 142448 | Spokane, WA | Corporate platform Corporation | $311.4M | 10 advisors | Percentage of AUM | View | |
| OPTIMIST VENTURES LLC CRD 337808 | New York, NY | Advisory firm LLC | $311.3M | 1 advisors | Percentage of AUM | View | |
| CRAVENS & COMPANY WEALTH MANAGEMENT CRD 130071 | Cookeville, TN | Advisory firm LLC | $311.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 401K INVESTMENT PROFESSIONALS CRD 282495 | Waunakee, WI | Advisory firm LLC | $311.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MALAGA COVE CAPITAL, LLC CRD 146959 | Palos Verdes Estates, CA | Advisory firm LLC | $310.9M | 3 advisors | Percentage of AUM | View | |
| MISSION FINANCIAL GROUP, LLC CRD 311876 | Las Vegas, NV | Corporate platform LLP | $310.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |