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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 | |||||
|---|---|---|---|---|---|---|---|
| WATERSTONE FINANCIAL ADVISORY LLC CRD 325012 | Fort Myers, FL | Advisory firm LLC | $262.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STARK WEALTH MANAGEMENT LLC CRD 309422 | Bethlehem, PA | Advisory firm LLC | $262.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HORIZON FINANCIAL SERVICES, LLC CRD 158798 | Winston Salem, NC | Advisory firm LLC | $262.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARLESTON FINANCIAL ADVISORS, LLC CRD 137536 | Charleston, SC | Advisory firm LLC | $262.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRUCKE FINANCIAL, INC. CRD 291307 | IL | Corporate platform Corporation | $262.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIPPON WEALTH MANAGEMENT GROUP LLC CRD 136485 | Houston, TX | Corporate platform LLC | $262.3M | 4 advisors | Percentage of AUM | View | |
| ACCION IMPACT MANAGEMENT LLC CRD 319191 | Washington, DC | Advisory firm LLC | $262.2M | 12 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| 5C ADVISOR CRD 330565 | New York, NY | Advisory firm LLC | $262.2M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SPRUCE POINT CAPITAL MANAGEMENT, LLC CRD 288248 | Riverhead, NY | Corporate platform LLC | $262.2M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PRING TURNER CRD 110931 | Alamo, CA | Corporate platform Corporation | $262.1M | 2 advisors | Percentage of AUM | View | |
| TEAM FINANCIAL STRATEGIES CRD 134104 | Abilene, TX | Advisory firm Other (specify) | $262.0M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| AG DILLON ASSET MANAGEMENT LP CRD 328384 | New York, NY | Corporate platform LP | $262.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BRADFORD FINANCIAL SERVICES CORP CRD 133220 | MA | Corporate platform Corporation | $261.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROOM40 CAPITAL LLC CRD 322436 | New York, NY | Advisory firm LLC | $261.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KIPLINGER WEALTH ADVISORS CRD 116726 | Springboro, OH | Advisory firm LLC | $261.7M | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| BULL OAK CAPITAL, LLC CRD 170325 | Rancho Santa Fe, CA | Advisory firm LLC | $261.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CONVOY INVESTMENTS, LLC CRD 174969 | DE | Advisory firm LLC | $261.6M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TANDEM WEALTH ADVISORS CRD 157794 | Phoenix, AZ | Advisory firm LLC | $261.5M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| WJ WEALTH MANAGEMENT CRD 170181 | Glendale, AZ | Advisory firm LLC | $261.5M | 2 advisors | Percentage of AUM | View | |
| TILLER PARTNERS, LLC CRD 170429 | Beverly Hills, CA | Advisory firm LLC | $261.5M | 1 advisors | Fixed fees; Performance-based fees | View | |
| SAGE STONE WEALTH MANAGEMENT LLC CRD 155477 | La Jolla, CA | Advisory firm LLC | $261.4M | 3 advisors | Percentage of AUM | View | |
| WELLINGTON INVESTMENT ADVISORS CRD 283853 | Bloomington, IN | Corporate platform Corporation | $261.4M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| UTOPIA WEALTH MANAGEMENT, LLC CRD 300266 | Coconut Creek, FL | Advisory firm LLC | $261.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELCO MANAGEMENT COMPANY, LLC CRD 137036 | New York, NY | Advisory firm LLC | $261.2M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View |