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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 | |||||
|---|---|---|---|---|---|---|---|
| CONCORD MANAGEMENT SERVICES, LLC CRD 292760 | Summit, NJ | Advisory firm LLC | $301.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| INNOVAHEALTH PARTNERS CRD 297788 | New York, NY | Advisory firm LP | $301.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| RETIRABLE CRD 307472 | New York, NY | Corporate platform Corporation | $301.0M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| JOHNSON FINANCIAL ADVISORS CRD 104621 | Tempe, AZ | Corporate platform Corporation | $301.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TRIVENI CAPITAL INVESTMENTS LP CRD 325802 | Stamford, CT | Advisory firm LP | $300.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| VITAL WEALTH MANAGEMENT, LLC CRD 156455 | Rosemont, IL | Advisory firm LLC | $300.8M | 1 advisors | Percentage of AUM · Commissions +1 more | View | |
| CASTLE RIDGE ASSET MANAGEMENT LIMITED CRD 309774 | Toronto, Ontario | Corporate platform Corporation | $300.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUNORTH ADVISORS CRD 304558 | Greenville, SC | Advisory firm LLC | $300.8M | 8 advisors | Percentage of AUM | View | |
| CAUBLE & HARRE WEALTH MANAGEMENT, INC. CRD 143812 | St.. Louis, MO | Corporate platform Corporation | $300.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRANSITION FINANCIAL ADVISORS GROUP, LLC CRD 116089 | AZ | Corporate platform LLC | $300.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFEINVEST WEALTH MANAGEMENT, LTD CRD 146966 | Miami, FL | Advisory firm Other (specify) | $300.5M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MICA CREEK CAPITAL LLC CRD 325642 | Steamboat Springs, CO | Advisory firm LLC | $300.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PINNACLE CAPITAL MANAGEMENT, LLC CRD 141661 | East Syracuse, NY | Corporate platform LLC | $300.5M | 7 advisors | Percentage of AUM | View | |
| STANGIER WEALTH MANAGEMENT CRD 171336 | Clackamas, OR | Corporate platform Corporation | $300.4M | 4 advisors | Percentage of AUM | View | |
| SUMMIT PLACE FINANCIAL ADVISORS, LLC CRD 147984 | Summit, NJ | Advisory firm LLC | $300.4M | 4 advisors | Percentage of AUM | View | |
| WESTWOOD WEALTH MANAGEMENT CRD 290658 | Los Angeles, CA | Corporate platform Corporation | $300.4M | 2 advisors | Percentage of AUM | View | |
| CAPITAL WEALTH ALLIANCE, LLC CRD 298257 | Scottsdale, AZ | Advisory firm LLC | $300.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ADVISORS NETWORK, INC. CRD 113836 | Hastings, NE | Corporate platform Corporation | $300.3M | 8 advisors | Percentage of AUM; REFERRAL FEES FROM THIRD PARTY MONEY MANAGER | View | |
| DEEPWORK CAPITAL, LLC CRD 314673 | Orlando, FL | Advisory firm LLC | $300.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| KRENSAVAGE ASSET MANAGEMENT, LLC CRD 168976 | New York, NY | Corporate platform LLC | $300.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CLOUD CAPITAL MANAGEMENT CRD 317325 | Seattle, WA | Corporate platform LLC | $300.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SPRENG CAPITAL MANAGEMENT, INC. CRD 119902 | Bucyrus, OH | Corporate platform Corporation | $300.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| OPTIMUM FINANCIAL SERVICES, LLC CRD 105878 | Jackson, MS | Advisory firm LLC | $300.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GUARDIAN WEALTH ADVISORS, LLC CRD 143254 | St. Louis Park, MN | Advisory firm LLC | $300.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |