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 | |||||
|---|---|---|---|---|---|---|---|
| VIBURNUM FUNDS PTY LTD CRD 174628 | Nedlands, TX | Advisory firm LLC | $276.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTBOURNE INVESTMENTS, INC. CRD 37499 | Alexandria, VA | Corporate platform Corporation | $276.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CENTERPOINT ADVISORY GROUP, LLC CRD 324181 | Overland Park, KS | Corporate platform LLC | $276.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| HAZELVIEW SECURITIES (US) LLC CRD 174811 | New York, NY | Advisory firm LLC | $276.3M | 9 advisors | Percentage of AUM | View | |
| EPISTEME CAPITAL CRD 167678 | London | Advisory firm LLP | $276.2M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| SIMPLIFI, INC. CRD 154900 | San Diego, CA | Corporate platform Corporation | $276.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CWP PRIVATE WEALTH MANAGEMENT CRD 281520 | West Bend, WI | Advisory firm LLC | $276.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.H. LANE PARTNERS, LP CRD 282383 | New York, NY | Advisory firm LP | $276.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| STRAUSS FINANCIAL GROUP CRD 310512 | Hoover, AL | Corporate platform Corporation | $276.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CORRIDOR CAPITAL, LLC CRD 160922 | Los Angeles, CA | Advisory firm LLC | $276.0M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OASIS WEALTH PLANNING ADVISORS CRD 285474 | AL | Advisory firm LLC | $275.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRADEWELL TAX & FINANCIAL CRD 332473 | Fort Wayne, IN | Advisory firm LLC | $275.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| AFC MANAGEMENT, LLC CRD 311281 | West Palm Beach, FL | Advisory firm LLC | $275.8M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHSTAR FINANCIAL PLANNING, LLC CRD 117205 | Windham, NH | Advisory firm LLC | $275.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| INTRACK INVESTMENT MANAGEMENT, INC. CRD 106450 | South Burlington, VT | Corporate platform Corporation | $275.7M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CHALLENGER WEALTH MANAGEMENT CRD 121498 | Aliso Viejo, CA | Corporate platform Corporation | $275.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KUBHERA ENTERPRISES LLC CRD 151619 | Princeton, NJ | Advisory firm LLC | $275.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CLARENDON CAPITAL, LLC CRD 298698 | Tysons, VA | Advisory firm LLC | $275.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC CRD 138347 | Corvallis, OR | Corporate platform LLC | $275.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 4WEALTH ADVISORS, INC. CRD 129727 | Burr Ridge, IL | Corporate platform Corporation | $275.3M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LEGAL ADVANTAGE INVESTMENTS, INC. CRD 118131 | CA | Corporate platform Corporation | $275.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'CONNOR FINANCIAL GROUP LLC CRD 168636 | Quincy, IL | Corporate platform LLC | $275.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KAI WEALTH LLC CRD 332136 | Chicago, IL | Advisory firm LLC | $275.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CHARTER RESEARCH & INVESTMENT GROUP INC CRD 106452 | Southport, CT | Corporate platform Corporation | $275.1M | 3 advisors | Percentage of AUM; Fixed fees | View |