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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 | |||||
|---|---|---|---|---|---|---|---|
| SPRING MOUNTAIN CAPITAL, LP CRD 119126 | New York, NY | Advisory firm LP | $310.9M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| TRP CAPITAL ADVISORS VI, LLC CRD 329787 | Birmingham, MI | Advisory firm LLC | $310.8M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WAYPOINT CAPITAL PARTNERS, LLC CRD 333573 | Stamford, CT | Advisory firm LLC | $310.7M | 7 advisors | Fixed fees; PROFITS INTEREST PAID TO AFFILIATED ENTITY | View | |
| CONSTELLATION CAPITAL MANAGEMENT LLC CRD 161275 | NJ | Corporate platform LLC | $310.7M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| PROSPECT HILL GROWTH PARTNERS, L.P. CRD 171462 | Waltham, MA | Advisory firm LP | $310.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TWO POINT CAPITAL MANAGEMENT, INC. CRD 131816 | Pittsford, NY | Corporate platform Corporation | $310.5M | 3 advisors | Percentage of AUM | View | |
| EXCEL WEALTH MANAGEMENT, LLC CRD 299602 | Manchester, CT | Advisory firm LLC | $310.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENERAL EQUITY HOLDINGS LP CRD 287823 | Brooklyn, NY | Corporate platform LP | $310.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GUARDIAN INVESTMENT MANAGEMENT CRD 104935 | Tiburon, CA | Corporate platform LLC | $310.3M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| O15 CAPITAL PARTNERS, LLC CRD 328464 | Atlanta, GA | Advisory firm LLC | $310.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| KENSINGTON INVESTMENT COUNSEL CRD 108012 | Long Beach, CA | Advisory firm LLC | $310.2M | 4 advisors | Percentage of AUM | View | |
| PTM WEALTH MANAGEMENT, LLC CRD 308944 | North Wales, PA | Advisory firm LLC | $310.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVICTA ADVISORS LLC CRD 298868 | Oakmont, PA | Advisory firm LLC | $310.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUDSON ADVISOR SERVICES, INC. CRD 107769 | Buffalo, NY | Corporate platform Corporation | $310.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHESAPEAKE FINANCIAL ADVISORS CRD 120139 | Towson, MD | Advisory firm LLC | $310.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| H. C. DENISON CO. CRD 1628 | Sheboygan, WI | Corporate platform Corporation | $310.0M | 4 advisors | Percentage of AUM | View | |
| AMERICAN WEALTH MANAGEMENT, INC. CRD 25536 | Alpharetta, GA | Corporate platform Corporation | $310.0M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| NRI WEALTH MANAGEMENT, LLC CRD 162234 | Santa Clara, CA | Advisory firm LLC | $309.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OMEGA WEALTH MANAGEMENT LLC CRD 132580 | Arlington, VA | Advisory firm LLC | $309.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINDWARD PRIVATE WEALTH MANAGEMENT INC. CRD 113761 | Overland Park, KS | Corporate platform Corporation | $309.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| STORR GROUP CRD 324212 | West Palm Beach, FL | Corporate platform LLC | $309.5M | 5 advisors | Percentage of AUM; 1) % OF PORTFOLIO COMPANY EBITDA 2) CARRIED INTEREST | View | |
| SAVANT PARTNERS, LLC CRD 312567 | San Mateo, CA | Advisory firm LLC | $309.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUNORTH FINANCIAL SERVICES, INC. CRD 111308 | Chambersburg, PA | Corporate platform Corporation | $309.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON FINANCIAL STRATEGIES CORP. CRD 132987 | Raleigh, NC | Corporate platform Corporation | $309.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |