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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 | |||||
|---|---|---|---|---|---|---|---|
| VALLEY FINANCIAL GROUP CRD 312254 | Ambler, PA | Corporate platform Corporation | $287.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE GORES GROUP, LLC CRD 160598 | Beverly Hills, CA | Corporate platform LLC | $287.2M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RICE FINANCIAL CONSULTING, INC. CRD 170346 | Los Gatos, CA | Corporate platform Corporation | $287.2M | 5 advisors | Percentage of AUM | View | |
| KAIZEN FINANCIAL STRATEGIES, LLC CRD 298248 | Pleasanton, CA | Advisory firm LLC | $287.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT CRD 147676 | Brownsburg, IN | Advisory firm LLC | $287.0M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERINI CAPITAL CRD 158540 | Carlsbad, NM | Advisory firm LLC | $287.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MCBEATH FINANCIAL GROUP CRD 167188 | Normal, IL | Corporate platform Corporation | $287.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHWAYS WEALTH MANAGEMENT, INC. CRD 154125 | CA | Corporate platform Corporation | $287.0M | 3 advisors | Percentage of AUM | View | |
| GAP ASSET MANAGEMENT, LLC CRD 309925 | South Bend, IN | Corporate platform LLC | $287.0M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LYNX CAPITAL GROUP LTD CRD 120459 | CA | Corporate platform Corporation | $286.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALCHEMI WEALTH, LLC CRD 310451 | Essex, CT | Advisory firm LLC | $286.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTBECK CAPITAL MANAGEMENT LLP CRD 324606 | London, England | Corporate platform LLP | $286.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SKYVIEW FINANCIAL GROUP, LLC CRD 310581 | Ponte Vedra Beach, FL | Corporate platform LLC | $286.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OTTO & ASSOCIATES, INC. CRD 109493 | Norwich, VT | Corporate platform Corporation | $286.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| VILA, LLC CRD 307186 | San Francisco, CA | Advisory firm LLC | $286.5M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| J.F. WILLIAMS CO., INC. CRD 113569 | Denver, CO | Corporate platform Corporation | $286.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRITONPOINT PARTNERS, LLC CRD 333259 | Chevy Chase, MD | Advisory firm LLC | $286.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAU ADVISORS CRD 301667 | Miami, FL | Advisory firm LLC | $286.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| THE FOUNDATION INVESTMENT GROUP CRD 318369 | Lafayette, CA | Corporate platform LLC | $286.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| JIM SAULNIER & ASSOCIATES, LLC CRD 169889 | Fort Collins, CO | Advisory firm LLC | $286.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHAKER FINANCIAL SERVICES CRD 121534 | Annapolis, MD | Advisory firm LLC | $286.3M | 2 advisors | Percentage of AUM | View | |
| LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES CRD 105835 | Houston, TX | Advisory firm Sole prop | $286.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC CRD 326421 | Clearwater, FL | Corporate platform LLC | $286.1M | 3 advisors | Percentage of AUM | View | |
| SYNCHRONOUS WEALTH ADVISORS LLC CRD 317161 | CA | Advisory firm LLC | $286.1M | 3 advisors | Hourly charges; Fixed fees | View |