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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 | |||||
|---|---|---|---|---|---|---|---|
| PREPARED RETIREMENT INSTITUTE LLC CRD 309663 | Montgomeryville, PA | Advisory firm LLC | $307.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| DUNBAR ASSOCIATES, LLC CRD 323134 | Monroe, CT | Advisory firm LLC | $307.5M | 2 advisors | Percentage of AUM | View | |
| COMMONS CAPITAL, LLC CRD 165738 | Needham, MA | Advisory firm LLC | $307.4M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| EASTBAY CAPITAL CRD 166947 | — | Advisory firm LLC | $307.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| COPLEY INVESTMENT MANAGEMENT, LLC CRD 118014 | NC | Corporate platform LLC | $307.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYMPHONY TECHNOLOGY GROUP, LLC CRD 160676 | Menlo Park, CA | Corporate platform LLC | $307.3M | 88 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVERPEAK REAL ESTATE PARTNERS L.P. CRD 156018 | New York, NY | Advisory firm LP | $307.1M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| KEVIN M. GIBNEY AND COMPANY, LLC CRD 151879 | Iselin, NJ | Advisory firm LLC | $306.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SPECTRA INVESTMENT MANAGEMENT, LLC CRD 288145 | Stuart, FL | Corporate platform LLC | $306.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FENWAY PARTNERS, LLC CRD 160630 | Westerly, RI | Advisory firm LLC | $306.8M | 2 advisors | Percentage of AUM; CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER | View | |
| ONE WEALTH CAPITAL MANAGEMENT, LLC CRD 331395 | Scottsdale, AZ | Corporate platform LLC | $306.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRAFT & SAGE WEALTH CRD 323565 | Kansas City, MO | Advisory firm LLC | $306.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OXFORD SQUARE MANAGEMENT, LLC CRD 127888 | Greenwich, CT | Advisory firm LLC | $306.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| EKANTA WEALTH ADVISORS LLC CRD 282031 | Coconut Grove, FL | Advisory firm LLC | $306.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GFG SOLUTIONS CRD 331977 | Orlando, FL | Advisory firm LLC | $306.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERITAGE ASSET ADVISORS LTD., LLP CRD 144125 | LA | Advisory firm LLP | $306.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| BEXIL ADVISERS LLC CRD 154387 | Walpole, NH | Advisory firm LLC | $306.6M | 3 advisors | Percentage of AUM | View | |
| BLUE SKY CAPITAL CONSULTANTS GROUP, INC. CRD 329575 | Poway, CA | Corporate platform Corporation | $306.3M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BISON CAPITAL GROUP, LLC CRD 315170 | Edmond, OK | Corporate platform LLC | $306.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MCALLISTER CAPITAL MANAGEMENT CRD 115613 | Jackson, MS | Corporate platform Corporation | $306.2M | 3 advisors | Percentage of AUM | View | |
| FIDELIS IM CRD 162985 | Medford, OR | Advisory firm LLC | $306.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ONEAMERICA SECURITIES, INC. CRD 4173 | Indianapolis, IN | Corporate platform Corporation | $306.1M | 306 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HENDERSHOTT WEALTH MANAGEMENT, LLC CRD 170839 | Fishers, IN | Advisory firm LLC | $305.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINER WEALTH MANAGEMENT, INC. CRD 129987 | Salem, MA | Corporate platform Corporation | $305.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |