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 | |||||
|---|---|---|---|---|---|---|---|
| COREPATH WEALTH PARTNERS LLC CRD 299951 | Scottsdale, AZ | Advisory firm LLC | $261.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL DESIGNS WEALTH MANAGEMENT CRD 314520 | Miami, FL | Advisory firm LLC | $261.2M | 4 advisors | Percentage of AUM | View | |
| PORTFOLIO ADVISORS, INC. CRD 106111 | Fresno, CA | Corporate platform Corporation | $261.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CGI PLAN ADVISORS, INC. CRD 311275 | Frazer, PA | Corporate platform Corporation | $261.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEYSTONE ASSET MANAGEMENT, INC. CRD 130101 | Mclean, VA | Corporate platform Corporation | $261.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PREVAIL WEALTH MANAGEMENT CRD 164532 | Kirkland, WA | Advisory firm LLC | $260.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUSTWELL FINANCIAL ADVISORS, LLC CRD 108426 | Jacksonville, FL | Advisory firm LLC | $260.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIAWEALTH, LLC CRD 309043 | Leawood, KS | Advisory firm LLC | $260.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GLR PARTNERS CRD 334902 | Columbia, MD | Advisory firm LLC | $260.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DCM ADVISORS, LLC CRD 126248 | New York, NY | Advisory firm LLC | $260.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINEBRENNER CAPITAL MANAGEMENT LLC CRD 154708 | Louisville, KY | Corporate platform LLC | $260.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ARCO GLOBAL MANAGEMENT, LLC CRD 287921 | Guaynabo, PR | Advisory firm LLC | $260.4M | 1 advisors | Fixed fees · Performance-based fees +1 more | View | |
| ALAMAR CAPITAL MANAGEMENT, LLC CRD 154413 | Santa Barbara, CA | Corporate platform LLC | $260.3M | 2 advisors | Percentage of AUM | View | |
| BANKER INVESTMENT GROUP CRD 109650 | West Lafayette, IN | Corporate platform Corporation | $260.2M | 3 advisors | Percentage of AUM | View | |
| NANTUCKET MULTI MANAGERS, LLC CRD 129024 | Bloomfield Hills, MI | Advisory firm LLC | $260.2M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BRENDEL FINANCIAL ADVISORS LLC CRD 288927 | Hanover, NH | Advisory firm LLC | $260.2M | 2 advisors | Percentage of AUM | View | |
| VISTICA WEALTH ADVISORS, LLC CRD 147297 | Carlsbad, CA | Advisory firm LLC | $260.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RFM FINANCIAL SOLUTIONS, LLC CRD 124468 | Mt. Pleasant, MI | Advisory firm LLC | $260.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENSTONE BELT WEALTH ADVISORS, LLC CRD 335862 | Chicago, IL | Advisory firm LLC | $260.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE WEALTH CONSERVANCY, INC. CRD 112024 | Boulder, CO | Corporate platform Corporation | $260.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARCHETYPE ADVISORS, LLC CRD 156527 | Doylestown, PA | Advisory firm LLC | $260.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC CRD 125689 | Clifton Park, NY | Advisory firm LLC | $260.0M | 1 employees | Percentage of AUM · Hourly charges +1 more | View | |
| NAPATREE CAPITAL LLC CRD 292776 | Westerly, RI | Advisory firm LLC | $260.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1876 PARTNERS, LP CRD 329053 | Tomball, TX | Advisory firm LP | $260.0M | 7 advisors | Percentage of AUM; Performance-based fees | View |