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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 | |||||
|---|---|---|---|---|---|---|---|
| TREASURE INVESTMENT MANAGEMENT, LLC CRD 309258 | Scottsdale, AZ | Corporate platform LLC | $252.7M | 4 employees | Percentage of AUM | View | |
| MERCURY INVESTMENT GROUP CRD 125245 | Memphis, TN | Corporate platform LLC | $252.6M | 3 advisors | Percentage of AUM | View | |
| PATRICK M. SWEENEY & ASSOCIATES, INC CRD 112802 | Libertyville, IL | Corporate platform Corporation | $252.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAYLOR SECURITIES SERVICES, INC. CRD 304070 | Harrisburg, PA | Corporate platform Corporation | $252.5M | 4 advisors | Percentage of AUM | View | |
| HUMPHREYS CAPITAL, LLC CRD 309323 | Oklahoma City, OK | Advisory firm LLC | $252.4M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WAYCROSS INVESTMENT MANAGEMENT CO CRD 105034 | Bellingham, WA | Corporate platform Corporation | $252.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| LEE, KELLEHER & KLEIN WEALTH MANAGEMENT CRD 331717 | CA | Advisory firm LLC | $252.4M | 3 advisors | Percentage of AUM | View | |
| ABBIT MANAGEMENT CORP CRD 110507 | Grand Haven, MI | Corporate platform Corporation | $252.3M | 3 advisors | Percentage of AUM | View | |
| WINTERS FINANCIAL GROUP, INC. CRD 309549 | Westlake Village, CA | Corporate platform Corporation | $252.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JCP INVESTMENT MANAGEMENT, LLC CRD 150635 | Houston, TX | Corporate platform LLC | $252.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CRD 106288 | Milwaukee, WI | Corporate platform LLC | $252.3M | 3 advisors | Percentage of AUM | View | |
| QCA CAPITAL MANAGEMENT INC CRD 112104 | Los Angeles, CA | Corporate platform Corporation | $252.2M | 5 advisors | Percentage of AUM | View | |
| DB & C ADVISORS, LLC CRD 155645 | Holland, MI | Advisory firm LLC | $252.2M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| PRINCIPLED WEALTH ADVISORS, LLC CRD 138143 | Covington, KY | Advisory firm LLC | $252.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC CRD 168956 | Milwaukee, WI | Advisory firm LLC | $252.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC CRD 296931 | CA | Advisory firm LLC | $252.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FISCHER INVESTMENT STRATEGIES, LLC CRD 156883 | Westlake Village, CA | Advisory firm LLC | $251.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MURPHY WEALTH MANAGEMENT GROUP CRD 277161 | Fishkill, NY | Corporate platform Other (specify) | $251.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COINSHARES ASSET MANAGEMENT (US) LLC CRD 314541 | New York, NY | Corporate platform LLC | $251.9M | 1 advisors | Percentage of AUM | View | |
| ADVANCED FINANCIAL STRATEGIES INC CRD 108296 | Irvine, CA | Corporate platform Corporation | $251.7M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| RESEARCH FINANCIAL STRATEGIES CRD 153247 | Rockville, MD | Corporate platform Corporation | $251.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRIDGES CAPITAL LLC CRD 297718 | Fort Lauderdale, FL | Advisory firm LLC | $251.6M | 1 advisors | Percentage of AUM; AS SPONSOR OF ETF, WILL SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| HC2 CAPITAL, LLC CRD 285982 | Dallas, TX | Advisory firm LLC | $251.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ARETEX CAPITAL MANAGEMENT, LP CRD 296753 | New York, NY | Corporate platform LP | $251.6M | 2 advisors | Percentage of AUM; Performance-based fees | View |