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 | |||||
|---|---|---|---|---|---|---|---|
| DAUNTLESS CAPITAL PARTNERS LLC CRD 322380 | Houston, TX | Advisory firm LLC | $283.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ZOE FINANCIAL, INC. CRD 285158 | New York, NY | Corporate platform Corporation | $283.5M | 2 advisors | Percentage of AUM · REFERRAL +1 more | View | |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC CRD 295339 | San Diego, CA | Advisory firm LLC | $283.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEACE OF MIND WEALTH MANAGEMENT CRD 317067 | Raleigh, NC | Advisory firm LLC | $283.3M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| VERGEPOINTE WEALTH MANAGEMENT, LLC CRD 151425 | Lake Oswego, OR | Advisory firm LLC | $283.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROOK CAPITAL CRD 130919 | Brookfield, WI | Advisory firm Other (specify) | $283.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONEBRIDGE WEALTH MANAGEMENT LLC CRD 285693 | Oak Brook, IL | Advisory firm LLC | $283.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MODUM ASSET MANAGEMENT LLC CRD 316200 | Mexico City, NY | Corporate platform LLC | $283.2M | 4 advisors | Percentage of AUM | View | |
| BERKSHIRE CAPITAL HOLDINGS INC CRD 107175 | CA | Corporate platform Corporation | $283.0M | 1 advisors | Percentage of AUM | View | |
| BULMAN WEALTH GROUP CRD 313552 | Roseville, CA | Corporate platform Corporation | $283.0M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIG CAPITAL MANAGEMENT, LLC CRD 290099 | Jacksonville, FL | Corporate platform LLC | $283.0M | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| COVINGTONALSINA CRD 326810 | Jacksonville, FL | Advisory firm LLC | $282.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COOPER CAPITAL GROUP CRD 305121 | Encinitas, CA | Corporate platform LLC | $282.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PENDULUM WEALTH PARTNERS CRD 335762 | Itasca, IL | Advisory firm LLC | $282.8M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| TRILINC ADVISORS, LLC CRD 166194 | Manhattan Beach, CA | Advisory firm LLC | $282.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| OAKTREE ADVISORS LLC CRD 168271 | Coopersburg, PA | Advisory firm LLC | $282.8M | 3 advisors | Percentage of AUM; TRUST SERVICES | View | |
| WEST HORIZON CAPITAL CRD 337734 | Princeton, NJ | Advisory firm LLC | $282.8M | 1 advisors | Percentage of AUM | View | |
| CYPRESS WEALTH MANAGEMENT CRD 324524 | Oakbrook Terrace, IL | Advisory firm LLC | $282.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KINGSBRIDGE INVESTMENT PARTNERS LLC CRD 336502 | Las Vegas, NV | Advisory firm LLC | $282.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BEAR CREEK FUND ADVISORS LLC CRD 329844 | Denver, CO | Advisory firm LLC | $282.5M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FCIG WEALTH MANAGEMENT, LLC CRD 329906 | Plainfield, CT | Advisory firm LLC | $282.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS FINANCIAL ADVISORS LLC CRD 109131 | Fort Wayne, IN | Advisory firm LLC | $282.5M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEATRICE ADVISORS LP CRD 332668 | New York, NY | Advisory firm LP | $282.3M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CARTER FINANCIAL, LLC CRD 298327 | La Jolla, CA | Advisory firm LLC | $282.3M | 3 advisors | Percentage of AUM; Fixed fees | View |