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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 | |||||
|---|---|---|---|---|---|---|---|
| SPECTRUM FINANCIAL MANAGEMENT CRD 127746 | San Rafael, CA | Advisory firm Sole prop | $278.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FUTURE POSITIVE CRD 309644 | New York, NY | Advisory firm LLC | $278.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST FINANCIAL ADVISORY SERVICES INC CRD 105031 | Westerly, RI | Corporate platform Corporation | $278.0M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORONJY FINANCIAL CRD 332380 | Santa Barbara, CA | Advisory firm LLC | $278.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIDTOWN INVESTMENT ADVISORS LLC CRD 316137 | Miami, FL | Advisory firm LLC | $278.0M | 2 advisors | Percentage of AUM | View | |
| ACCORDANT ADVISORY GROUP, INC. CRD 117474 | Annapolis, MD | Corporate platform Corporation | $278.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AUSPICIOUS FINANCIAL PLANNING, LLC CRD 297962 | San Ramon, CA | Advisory firm LLC | $278.0M | 1 advisors | Percentage of AUM | View | |
| MACCO FINANCIAL GROUP, INC. CRD 337398 | Green Bay, WI | Corporate platform Corporation | $277.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| OASIS ADVISORS CRD 335555 | Forest City, IA | Advisory firm LLC | $277.7M | 22 advisors | Percentage of AUM; Fixed fees | View | |
| HERITAGE HOLDING CRD 331677 | Boston, MA | Advisory firm LP | $277.7M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| UNIVERSAL FINANCIAL ADVISORS, LLC CRD 318392 | St.. Louis, MO | Advisory firm LLC | $277.5M | 8 advisors | Percentage of AUM; Hourly charges | View | |
| TEUCRIUM INVESTMENT ADVISORS, LLC CRD 318799 | Burlington, VT | Advisory firm LLC | $277.4M | 5 advisors | Percentage of AUM | View | |
| HBE WEALTH MANAGEMENT, LLC CRD 128315 | Lincoln, NE | Advisory firm LLC | $277.4M | 5 advisors | Percentage of AUM | View | |
| KILTER GROUP CRD 330356 | AZ | Corporate platform LLC | $277.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| DELTA CAPITAL MANAGEMENT, LLC CRD 128350 | Maitland, FL | Corporate platform LLC | $277.4M | 6 advisors | Percentage of AUM | View | |
| MILESTONE INVESTMENTS, INC. CRD 47090 | Charlotte, NC | Corporate platform Corporation | $277.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUCKMAN ADVISORY GROUP LLC CRD 131688 | Little Silver, NJ | Corporate platform LLC | $277.3M | 15 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PLANGUIDE FINANCIAL CRD 329089 | Southlake, TX | Advisory firm LLC | $277.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WILMINGTON CAPITAL SECURITIES, LLC CRD 133839 | Garden City, NY | Advisory firm LLC | $277.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| JOHKIM CAPITAL PARTNERS MANAGEMENT LLC CRD 289512 | Dallas, TX | Advisory firm LLC | $277.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| THE RETIREMENT GUYS FORMULA CRD 168561 | Maumee, OH | Advisory firm LLC | $276.9M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WALLEYE PARTNERS LLC CRD 333435 | Madison, WI | Advisory firm LLC | $276.7M | 3 advisors | Percentage of AUM | View | |
| JFR FINANCIAL SERVICES, INC. CRD 124456 | Trenton, MI | Corporate platform Corporation | $276.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GS INVESTMENT INC CRD 107782 | Eagan, MN | Corporate platform Corporation | $276.6M | 3 advisors | Percentage of AUM | View |