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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 | |||||
|---|---|---|---|---|---|---|---|
| NVEST WEALTH STRATEGIES, INC. CRD 139758 | Powell, OH | Corporate platform Corporation | $236.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FIRESIDE CAPITAL ADVISORS CRD 329297 | Dallas, TX | Advisory firm LLC | $236.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| LEVEL WEALTH MANAGEMENT LLC CRD 301381 | Greensboro, NC | Advisory firm LLC | $236.5M | 2 advisors | Fixed fees | View | |
| SPECTRUM FINANCIAL INC CRD 105618 | Virginia Beach, VA | Corporate platform Corporation | $236.5M | 5 advisors | Percentage of AUM; SERVICE FEE/SUB ADVISORY FEE | View | |
| SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC CRD 319298 | La Crosse, WI | Advisory firm LLC | $236.4M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CASTLE WEALTH PLANNING CRD 141601 | Santa Barbara, CA | Advisory firm LLC | $236.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LANIER FINANCIAL GROUP LLC CRD 152945 | Athens, GA | Corporate platform LLC | $236.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RULE ONE PARTNERS, LLC CRD 166341 | Moreland, GA | Advisory firm LLC | $236.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SYGNUS CAPITAL PR LLC CRD 283447 | Guaynabo, PR | Advisory firm LLC | $236.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MILLARES ASSET MANAGEMENT, LLC CRD 144620 | Coral Gables, FL | Corporate platform LLC | $236.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IPSEN ADVISOR GROUP CRD 318010 | Little Rock, AR | Corporate platform LLC | $236.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| R2 WEALTH MANAGEMENT PARTNERS CRD 338490 | Lincoln, NE | Advisory firm LLC | $236.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARLINGTON WEALTH MANAGEMENT CRD 114801 | Arlington Heights, IL | Corporate platform Corporation | $235.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HERITAGE FINANCIAL COUNSELORS, LLC CRD 288232 | Bedminster, NJ | Advisory firm LLC | $235.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BAMBOO WEALTH STRATEGIES CRD 170093 | San Diego, CA | Corporate platform Corporation | $235.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSSLAYER CAPITAL MANAGEMENT LLC CRD 318810 | CA | Corporate platform LLC | $235.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CROWN OAK ADVISORS CRD 309749 | CA | Advisory firm LLC | $235.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CREO CAPITAL PARTNERS MANAGEMENT LLC CRD 296861 | Miami, FL | Advisory firm LLC | $235.5M | 5 advisors | Fixed fees; Performance-based fees | View | |
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, LLC CRD 155416 | WA | Corporate platform LLC | $235.5M | 2 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| BIRCH CAPITAL MANAGEMENT, LLC CRD 152302 | MO | Corporate platform LLC | $235.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTLAND PRIVATE WEALTH MANAGEMENT, INC. CRD 171321 | Portland, OR | Corporate platform Corporation | $235.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CREW CAPITAL MANAGEMENT, LTD. CRD 125402 | Cincinnati, OH | Corporate platform LLC | $235.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. CRD 145096 | San Rafael, CA | Corporate platform Corporation | $235.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPECTRUM FINANCIAL RESOURCES CRD 127453 | Troy, MI | Advisory firm LLC | $235.3M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View |