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43,072 advisers found
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Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC CRD 155306 | AL | Corporate platform LLC | $249.5M | 2 advisors | Percentage of AUM | View | |
| SUMMIT WEALTH MANAGEMENT GROUP, INC. CRD 170029 | Camarillo, CA | Corporate platform Corporation | $249.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALABASAS ADVISORY GROUP, LLC CRD 288224 | Westlake Village, CA | Corporate platform LLC | $249.5M | 2 advisors | Percentage of AUM | View | |
| NORTHILL AIMS, LLC CRD 339338 | Richardson, TX | Advisory firm LLC | $249.5M | 2 advisors | Percentage of AUM | View | |
| CHANCELLOR FINANCIAL GROUP WB LP CRD 159563 | Wilkes-Barre, PA | Corporate platform LP | $249.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAIRIE RIVERS INVESTMENTS, LLC CRD 288153 | Robinson, IL | Advisory firm LLC | $249.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUIDED CAPITAL WEALTH MANAGEMENT, LLC CRD 310056 | Houston, TX | Advisory firm LLC | $249.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BOLTON INVESTMENT CRD 104684 | Towson, MD | Corporate platform Corporation | $249.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERGENT WEALTH ADVISORS, LLC CRD 174845 | Williamsville, NY | Advisory firm LLC | $249.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SAF ADVISORS LLC CRD 284283 | FL | Advisory firm LLC | $249.0M | 2 advisors | Percentage of AUM; PLATFORM FEES | View | |
| GALLIOTT CAPITAL ADVISORS, LLC CRD 313094 | Beverly Hills, CA | Advisory firm LLC | $249.0M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| BUCKHORN RESOURCES, LP CRD 226647 | Houston, TX | Advisory firm LP | $248.9M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FOREST HILL CAPITAL, LLC CRD 129667 | Little Rock, AR | Advisory firm LLC | $248.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| EVERGREEN WEALTH MANAGEMENT, LLC CRD 174090 | Williamston, MI | Advisory firm LLC | $248.7M | 5 advisors | Percentage of AUM | View | |
| LAKEWOOD ASSET MANAGEMENT, LLC CRD 174887 | Naperville, IL | Corporate platform LLC | $248.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MICHAEL BRADY & CO., LLC CRD 130093 | Westlake, OH | Advisory firm LLC | $248.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CASSEDY FINANCIAL GROUP, INC. CRD 111446 | Tampa, FL | Corporate platform Corporation | $248.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TRIBECA FINANCIAL, LLC CRD 113245 | Mesa, AZ | Advisory firm LLC | $248.3M | 5 advisors | Percentage of AUM; REFERRAL FEES | View | |
| DWD PORTFOLIO SOLUTIONS, INC. CRD 121435 | Pittsburgh, PA | Corporate platform Corporation | $248.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| THE CLIFFORD GROUP LLC CRD 318897 | Wayland, MA | Corporate platform LLC | $248.3M | 3 advisors | Percentage of AUM | View | |
| ATWATER WEALTH MANAGEMENT, INC. CRD 172749 | Boston, MA | Corporate platform Corporation | $248.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MASTERS LEGACY PLANNING CRD 296314 | Linwood, NJ | Advisory firm LLC | $248.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CEDAR POINT CAPITAL PARTNERS, LLC CRD 317532 | Cedar Rapids, IA | Advisory firm LLC | $248.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAMERCY STRATEGIC CAPITAL LLC CRD 315875 | NY | Advisory firm LLC | $247.9M | 1 advisors | Percentage of AUM | View |