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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 | |||||
|---|---|---|---|---|---|---|---|
| LANE BROTHERS INVESTMENT COUNSEL CRD 105968 | Prescott, AZ | Corporate platform Corporation | $240.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| IFS GROUP CRD 328774 | Mechanicsburg, PA | Corporate platform LLC | $240.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LOYOLA ASSET MANAGEMENT LLC CRD 153255 | Coral Gables, FL | Corporate platform LLC | $239.9M | 3 advisors | Percentage of AUM | View | |
| FOREFRONT CRD 308521 | Austin, TX | Advisory firm LLC | $239.8M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MAREST CAPITAL, LLC CRD 315958 | Encino, CA | Advisory firm LLC | $239.8M | 2 advisors | Percentage of AUM | View | |
| BREWSTER FINANCIAL PLANNING LLC CRD 125291 | Brooklyn, NY | Advisory firm LLC | $239.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OUTFITTER ENERGY MANAGEMENT, LLC CRD 286213 | Houston, TX | Advisory firm LLC | $239.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| THE CIRCUMFERENCE GROUP LLC CRD 159012 | Little Rock, AR | Corporate platform LLC | $239.6M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| GATEMORE CRD 332864 | New York, NY | Advisory firm LP | $239.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIVANT CUSTOM PORTFOLIO GROUP LLC CRD 129803 | San Diego, CA | Corporate platform LLC | $239.4M | 5 advisors | Percentage of AUM | View | |
| SEA CLIFF PARTNERS MANAGEMENT, LP CRD 316909 | San Francisco, CA | Advisory firm LP | $239.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SALIENT WEALTH PLANNING CRD 327885 | Encinitas, CA | Advisory firm LLC | $239.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| E6 PORTFOLIOS CRD 326617 | Midvale, UT | Advisory firm LLC | $239.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BRIAN LOW FINANCIAL GROUP, LLC CRD 306346 | Baton Rouge, LA | Corporate platform LLC | $239.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DRIVEN INVESTMENTS LLC CRD 310095 | AL | Advisory firm LLC | $239.2M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ROLEK RETIREMENT PLANNING CRD 285351 | Berwyn, PA | Advisory firm LLC | $239.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SAOS CAPITAL, LLC CRD 159515 | Mount Pleasant, SC | Advisory firm LLC | $239.1M | 3 advisors | Percentage of AUM | View | |
| BIRCHVIEW CAPITAL, LP CRD 170534 | Burlington, VT | Advisory firm LP | $239.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CASTANEA PARTNERS INC. CRD 160229 | Newton, MA | Corporate platform Corporation | $239.0M | 4 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| FOOTPATH VENTURES LP CRD 306142 | New York, NY | Advisory firm LP | $239.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUST INVESTMENT ADVISORS CRD 309233 | Indianapolis, IN | Advisory firm LLC | $238.9M | 3 advisors | Percentage of AUM; SPECIAL PROJECT FEES | View | |
| ORRELL CAPITAL MANAGEMENT CRD 112487 | Livermore, CA | Corporate platform Corporation | $238.9M | 2 advisors | Percentage of AUM | View | |
| ORCAM FINANCIAL GROUP, LLC CRD 164874 | CA | Corporate platform LLC | $238.9M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| SNOWCAP CAPITAL MANAGEMENT CRD 146883 | Dallas, TX | Corporate platform LLC | $238.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |