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 | |||||
|---|---|---|---|---|---|---|---|
| 17 CAPITAL PARTNERS, LLC CRD 283013 | Phoenix, AZ | Advisory firm LLC | $246.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TACONIC ADVISORS CRD 123961 | Saugerties, NY | Corporate platform Corporation | $246.3M | 4 advisors | Fixed fees | View | |
| MCKINNEY CAPITAL MANAGEMENT CRD 338774 | Houston, TX | Corporate platform LLC | $246.1M | 2 advisors | Percentage of AUM | View | |
| NEFPG CRD 105254 | Burlington, MA | Advisory firm LLC | $246.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PROFESSIONAL FINANCIAL COMPANY LLC CRD 286419 | Orem, UT | Advisory firm LLC | $246.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ASEMPA WEALTH ADVISORS CRD 328609 | Baton Rouge, LA | Advisory firm LLC | $246.0M | 3 advisors | Percentage of AUM | View | |
| DES MOINES INVESTMENTS, LLC CRD 146322 | Des Moines, IA | Advisory firm LLC | $246.0M | 3 advisors | Percentage of AUM | View | |
| RETIREMENT PLANNING SERVICES CRD 289847 | Knoxville, TN | Advisory firm LLC | $246.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIERRA PACIFIC PRIVATE WEALTH, LLC CRD 131738 | Pleasanton, CA | Advisory firm LLC | $245.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLC INVESTMENT ADVISORS, LLC CRD 158414 | NV | Advisory firm LLC | $245.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| INSIGHT INVESTMENT COUNSEL CRD 172511 | El Segundo, CA | Advisory firm LLC | $245.7M | 2 advisors | Percentage of AUM | View | |
| TORO WEST CAPITAL ADVISORS CRD 331265 | Louisville, CO | Advisory firm LLC | $245.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GLOBAL WEALTH MANAGEMENT, LLC CRD 153677 | Kingston, NJ | Advisory firm LLC | $245.7M | 3 advisors | Percentage of AUM | View | |
| ALTERNATIVE FUND ADVISORS, LLC CRD 313109 | Boston, MA | Advisory firm LLC | $245.6M | 4 advisors | Percentage of AUM | View | |
| WEALTHWAY FINANCIAL ADVISORS CRD 108824 | Norfolk, VA | Corporate platform Corporation | $245.6M | 2 advisors | Percentage of AUM | View | |
| BOSTWICK CAPITAL LLC CRD 162386 | Locust Valley, NY | Advisory firm LLC | $245.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RM FINANCIAL SERVICES, LLC CRD 304297 | Falmouth, ME | Advisory firm LLC | $245.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMIST RETIREMENT GROUP, LLC CRD 119086 | Bellevue, WA | Corporate platform LLC | $245.3M | 2 advisors | Percentage of AUM; Commissions | View | |
| STROBE VENTURES CRD 334227 | Brooklyn, NY | Advisory firm LP | $245.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CANNON WEALTH MANAGEMENT SERVICES CRD 323302 | Winston Salem, NC | Advisory firm LLC | $245.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAAS CAPITAL, LLC CRD 298213 | Cincinnati, OH | Advisory firm LLC | $244.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| W ADVISORS LLC CRD 168452 | Germantown, TN | Advisory firm LLC | $244.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRAS PARTNERS, LLC CRD 172979 | Alpharetta, GA | Advisory firm LLC | $244.8M | 3 advisors | Percentage of AUM | View | |
| MERRION INVESTMENT MANAGEMENT CO, LLC CRD 139143 | Cranford, NJ | Corporate platform LLC | $244.8M | 3 advisors | Percentage of AUM | View |