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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.

FeesReputationProfile
CORINTHIAN CAPITAL GROUP, LLC

CRD 160346

New York, NY

Corporate platform

LLC

$258.8M5 advisorsPercentage of AUM · Performance-based fees +1 moreView
GK WEALTH MANAGEMENT LLC

CRD 296847

Reno, NV

Advisory firm

LLC

$258.8M5 advisorsPercentage of AUM · Hourly charges +1 moreView
PACIFIC CAPITAL ASSOCIATES

CRD 160407

San Diego, CA

Corporate platform

Corporation

$258.8M3 advisorsPercentage of AUM · Hourly charges +1 moreView
SHAKER INVESTMENTS

CRD 119135

Beachwood, OH

Advisory firm

LLC

$258.8M6 advisorsPercentage of AUM; Performance-based feesView
TRITON FINANCIAL GROUP, INC

CRD 309294

Oklahoma City, OK

Corporate platform

Corporation

$258.7M2 advisorsPercentage of AUM · Hourly charges +1 moreView
ABLES, IANNONE, MOORE & ASSOCIATES, INC.

CRD 126942

Savannah, GA

Corporate platform

Corporation

$258.7M3 advisorsPercentage of AUM · Hourly charges +1 moreView
FINANCIAL INSTITUTION SERVICES, LLC

CRD 145269

MI

Advisory firm

LLC

$258.7M2 advisorsPercentage of AUMView
STEEL TOWER INVESTMENTS

CRD 166742

Pittsburgh, PA

Advisory firm

LLC

$258.7M4 advisorsPercentage of AUM · Hourly charges +1 moreView
EQUITY WEALTH PARTNERS, LLC

CRD 317224

Independence, MO

Advisory firm

LLC

$258.6M6 advisorsPercentage of AUM · Hourly charges +1 moreView
REDWOOD FAMILY WEALTH LLC

CRD 334013

Addison, TX

Advisory firm

LLC

$258.5M3 advisorsPercentage of AUM; Hourly chargesView
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

CRD 128455

Omaha, NE

Corporate platform

Corporation

$258.5M2 advisorsPercentage of AUM · Hourly charges +1 moreView
GEOSPHERE CAPITAL MANAGEMENT, LLC

CRD 160088

Miami Beach, FL

Corporate platform

LLC

$258.4M3 advisorsPercentage of AUM; Performance-based feesView
BUSH WEALTH MANAGEMENT

CRD 304262

Valdosta, GA

Advisory firm

LLC

$258.4M6 advisorsPercentage of AUM · Hourly charges +1 moreView
MCDONOUGH CAPITAL MANAGEMENT, INC.

CRD 143767

Orlando, FL

Corporate platform

Corporation

$258.2M3 advisorsPercentage of AUMView
HORIZONS WEALTH MANAGEMENT

CRD 127457

Asheville, NC

Corporate platform

Corporation

$258.2M3 advisorsPercentage of AUM · Hourly charges +1 moreView
KOENIG INVESTMENT ADVISORY, LLC

CRD 311422

Ashland, OR

Advisory firm

LLC

$258.2M3 advisorsPercentage of AUMView
BRUCE G. ALLEN INVESTMENTS, LLC

CRD 287859

Denver, CO

Advisory firm

LLC

$258.1M2 advisorsPercentage of AUM · Hourly charges +1 moreView
PROFITS PLUS CAPITAL MANAGEMENT, LLC

CRD 118294

Nampa, ID

Corporate platform

LLC

$258.1M1 advisorsPercentage of AUM · Hourly charges +3 moreView
PLUSCIOS MANAGEMENT LLC

CRD 146761

Evanston, IL

Advisory firm

LLC

$258.1M4 advisorsPercentage of AUM; Performance-based feesView
MALVERN CAPITAL MANAGEMENT

CRD 292396

Malvern, PA

Corporate platform

LLC

$258.1M4 advisorsPercentage of AUM · Hourly charges +1 moreView
VILLAGE WEALTH ADVISORS

CRD 296866

Westlake Village, CA

Corporate platform

Corporation

$257.9M3 advisorsPercentage of AUM · Hourly charges +1 moreView
SCHAEFFER FINANCIAL LLC

CRD 133697

Rockville, MD

Advisory firm

LLC

$257.7M4 advisorsPercentage of AUM · Hourly charges +2 moreView
MA ASSET MANAGEMENT, LLC

CRD 283673

Irvington, NY

Corporate platform

LLC

$257.7M3 advisorsPercentage of AUM; Performance-based feesView
KURAMO CAPITAL MANAGEMENT, LLC

CRD 160614

New York, NY

Corporate platform

LLC

$257.7M19 advisorsPercentage of AUM; Performance-based feesView
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