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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
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

CRD 305013

Milford, CT

Corporate platform

LLC

$253.9M4 advisorsPercentage of AUM; Fixed feesView
GREEN ALPHA INVESTMENTS

CRD 144413

Niwot, CO

Advisory firm

LLC

$253.9M3 advisorsPercentage of AUMView
INDIANO CAPITAL MANAGEMENT

CRD 122620

Rochester, NY

Corporate platform

Corporation

$253.8M2 advisorsPercentage of AUMView
MENDON CAPITAL ADVISORS CORP

CRD 113058

Key Largo, FL

Corporate platform

Corporation

$253.8M4 advisorsPercentage of AUM; Performance-based feesView
TORONADO PARTNERS LLC

CRD 283612

San Francisco, CA

Advisory firm

LLC

$253.7M2 advisorsPercentage of AUM; Performance-based feesView
DECATUR CAPITAL MANAGEMENT, INC.

CRD 120679

Decatur, GA

Corporate platform

Corporation

$253.7M4 advisorsPercentage of AUMView
GATE CITY CAPITAL MANAGEMENT, LLC

CRD 289122

Chicago, IL

Corporate platform

LLC

$253.6M4 advisorsPercentage of AUM; Performance-based feesView
HERONETTA MANAGEMENT, L.P.

CRD 157307

New York, NY

Advisory firm

LP

$253.6M3 advisorsPercentage of AUMView
WASHBURN CAPITAL MANAGEMENT INC.

CRD 125708

Vero Beach, FL

Corporate platform

Corporation

$253.6M3 advisorsPercentage of AUMView
CLEAR POINT ADVISORS, INC.

CRD 111775

Melville, NY

Corporate platform

Corporation

$253.4M4 advisorsPercentage of AUM; Hourly chargesView
ALPHA ANALYTICS INVESTMENT GROUP LLC

CRD 109844

Los Angeles, CA

Corporate platform

LLC

$253.4M2 advisorsPercentage of AUM · Hourly charges +1 moreView
IMPACT CAPITAL, LLC

CRD 297413

Rockville, MD

Advisory firm

LLC

$253.4M3 advisorsPercentage of AUM; Fixed feesView
MHS ADVISORY SERVICES, LLC

CRD 174590

Maple Grove, MN

Advisory firm

LLC

$253.3M7 advisorsPercentage of AUM · Hourly charges +2 moreView
BLUEPRINT LOCAL LLC

CRD 312944

VA

Advisory firm

LLC

$253.3M2 advisorsPercentage of AUM; Performance-based feesView
ENTELECHY

CRD 285776

DC

Advisory firm

LLC

$253.3M1 advisorsPercentage of AUM · Hourly charges +1 moreView
TRANSCEND ADVISOR GROUP, LLC

CRD 311746

Milwaukee, WI

Corporate platform

LLC

$253.2M4 advisorsPercentage of AUM · Hourly charges +1 moreView
PACIFIC WEALTH STRATEGIES GROUP, INC.

CRD 144789

Santa Barbara, CA

Corporate platform

Corporation

$253.2M3 advisorsPercentage of AUM · Hourly charges +1 moreView
ABF INVESTMENT MANAGEMENT, LLC

CRD 333541

Miami, FL

Advisory firm

LLC

$253.2M8 advisorsPercentage of AUM; Performance-based feesView
STERLING RETIREMENT GROUP OF SACRAMENTO

CRD 168397

Roseville, CA

Corporate platform

Corporation

$253.0M4 advisorsPercentage of AUM · Hourly charges +2 moreView
ELEVATION CAPITAL ADVISORY

CRD 171473

Bend, OR

Advisory firm

LLC

$252.9M2 advisorsPercentage of AUM; Fixed feesView
ROBBINS FARLEY LLC

CRD 286581

Bedford, NH

Advisory firm

LLC

$252.9M4 advisorsPercentage of AUM · Hourly charges +1 moreView
ENDEAVOR WEALTH ADVISORS, LLC

CRD 305348

Pepper Pike, OH

Advisory firm

LLC

$252.8M2 advisorsPercentage of AUM; Hourly chargesView
CORRADO ADVISORS, LLC

CRD 111721

Ramsey, NJ

Advisory firm

LLC

$252.8M5 advisorsPercentage of AUMView
AURORA INVESTMENT COUNSEL

CRD 107460

Atlanta, GA

Corporate platform

Corporation

$252.7M2 advisorsPercentage of AUMView
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