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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 | |||||
|---|---|---|---|---|---|---|---|
| OPTIMUS CAPITAL ADVISORS, LLC CRD 147500 | Coppell, TX | Advisory firm LLC | $264.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILON WEALTH MANAGEMENT CRD 313185 | Urbandale, IA | Corporate platform Corporation | $264.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALLACE HART CAPITAL MANAGEMENT CRD 285981 | Lexington, KY | Corporate platform LLC | $264.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGHSTONE GROUP CRD 107549 | Richmond, VA | Corporate platform Corporation | $263.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WELCH INVESTMENT GROUP, LLC CRD 131006 | Grants Pass, OR | Corporate platform LLC | $263.8M | 2 advisors | Percentage of AUM | View | |
| BANKPLUS WEALTH ADVISORS CRD 152588 | Jackson, MS | Advisory firm LLC | $263.8M | 14 advisors | Percentage of AUM | View | |
| GUIDESTREAM FINANCIAL, INC. CRD 150890 | Spring Arbor, MI | Corporate platform Corporation | $263.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MYECFO CRD 166919 | CA | Advisory firm LLC | $263.4M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CHOKSHI & QUEEN WEALTH ADVISORS CRD 313833 | San Diego, CA | Corporate platform Corporation | $263.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HARMONY POINT WEALTH ADVISORS, INC. CRD 323643 | Irvine, CA | Corporate platform Corporation | $263.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MILLBANK DARTMOOR PORTSMOUTH LLC CRD 311046 | Asheville, NC | Advisory firm LLC | $263.2M | 2 advisors | Percentage of AUM | View | |
| GALLAGHER CAPITAL ADVISORS, LLC CRD 170955 | TX | Advisory firm LLC | $263.1M | 1 advisors | Percentage of AUM | View | |
| CRESTWOOD CAPITAL MANAGEMENT, L.P. CRD 160807 | New York, NY | Corporate platform LP | $263.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| JC CAPITAL ADVISORS GROUP LLC CRD 339298 | Stamford, CT | Corporate platform LLC | $263.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COASTAL INVESTMENT COMPANY, LLC CRD 322164 | Winter Park, FL | Advisory firm LLC | $262.9M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LEWIS & CLARK PARTNERS, LLC CRD 299686 | St.. Louis, MO | Advisory firm LLC | $262.9M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| NERDWALLET WEALTH PARTNERS, LLC CRD 337328 | New York, NY | Advisory firm LLC | $262.8M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| REDWOOD FINANCIAL NETWORK CRD 157834 | Solon, OH | Corporate platform Corporation | $262.8M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SEMUS WEALTH PARTNERS, LLC CRD 305758 | Boca Raton, FL | Advisory firm LLC | $262.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SALUS FINANCIAL ADVISORS CRD 329882 | AZ | Advisory firm LLC | $262.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWPORT WEALTH ADVISORS, INC. CRD 137159 | Newport Beach, CA | Corporate platform Corporation | $262.6M | 6 advisors | Percentage of AUM | View | |
| KWK MANAGEMENT LLC CRD 131097 | Houston, TX | Advisory firm LLC | $262.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TAMALPAIS ASSET MANAGEMENT CRD 301017 | Larkspur, CA | Corporate platform LLC | $262.5M | 4 advisors | Percentage of AUM | View | |
| EMPERY ASSET MANAGEMENT, LP CRD 148180 | New York City, NY | Corporate platform LP | $262.5M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View |