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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 | |||||
|---|---|---|---|---|---|---|---|
| INVESTMENT MANAGEMENT & PLANNING LLC CRD 146041 | Greenville, DE | Corporate platform LLC | $238.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| INVESTORS PORTFOLIO SERVICES LLC CRD 117299 | Puyallup, WA | Advisory firm LLC | $238.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOSAIC WEALTH MANAGEMENT, L.L.C. CRD 142793 | GA | Advisory firm LLC | $238.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TOTAL WEALTH PLANNING AND MANAGEMENT, INC. CRD 166664 | AK | Corporate platform Corporation | $238.8M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CPR INVESTMENTS INC CRD 139067 | Rochester, MI | Corporate platform Corporation | $238.8M | 24 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROCK HILL CAPITAL CRD 163129 | Houston, TX | Advisory firm LLC | $238.8M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GANIM PRIVATE WEALTH CRD 285679 | Shelton, CT | Corporate platform Corporation | $238.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NINTH ETERNITY ASSET MANAGEMENT LLC CRD 306985 | Cambridge, MA | Corporate platform LLC | $238.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTHAMPTON CAPITAL CRD 119176 | Winston-Salem, NC | Advisory firm LLC | $238.5M | 4 advisors | Percentage of AUM | View | |
| PROSSIMO ADVISORS LLC CRD 289347 | San Luis Obispo, CA | Advisory firm LLC | $238.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SMITH BRUER CRD 284508 | Tallahassee, FL | Advisory firm LLC | $238.5M | 5 advisors | Percentage of AUM | View | |
| WATERWHEEL CAPITAL MANAGEMENT CRD 289407 | Athens | Corporate platform LP | $238.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GOALFUSION WEALTH MANAGEMENT CRD 309756 | CA | Advisory firm LLC | $238.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| JM2 CAPITAL INC. CRD 292351 | Edmond, OK | Corporate platform Corporation | $238.4M | 3 advisors | Percentage of AUM | View | |
| ACUTE INVESTMENT ADVISORY CRD 170368 | Mesa, AZ | Advisory firm LLC | $238.4M | 4 advisors | Percentage of AUM; REFERRAL FEES | View | |
| STRATEGIC WEALTH CAPITAL CRD 326299 | San Francisco, CA | Advisory firm LLC | $238.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SEQUOIA WEALTH MANAGEMENT GROUP CRD 311268 | CA | Corporate platform LLC | $238.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADMARK ASSET MANAGEMENT LLC CRD 109422 | Dallas, TX | Corporate platform LLC | $238.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GOLDENSTONE WEALTH MANAGEMENT CRD 310041 | El Dorado Hills, CA | Advisory firm LLC | $238.3M | 2 advisors | Percentage of AUM | View | |
| SECTOR ANALYSTS LLC CRD 169789 | Allentown, PA | Advisory firm LLC | $238.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAPHENE CAPITAL MANAGEMENT LP CRD 330557 | New York, NY | Corporate platform LP | $238.1M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ALEXANDER CAPITAL WEALTH MANAGEMENT LLC CRD 157714 | Red Bank, NJ | Advisory firm LLC | $238.1M | 35 advisors | Percentage of AUM; Fixed fees | View | |
| RACHOR INVESTMENT ADVISORY SERVICES, LLC CRD 105495 | Linden, MI | Advisory firm LLC | $238.1M | 14 advisors | Percentage of AUM | View | |
| KELLEY INVESTMENTS CRD 119099 | CA | Advisory firm LLC | $238.0M | 3 advisors | Percentage of AUM; Hourly charges | View |