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 | |||||
|---|---|---|---|---|---|---|---|
| LOUDON INVESTMENT MANAGEMENT, LLC CRD 113641 | West Lebanon, NH | Corporate platform LLC | $231.8M | 3 advisors | Percentage of AUM | View | |
| KINGFISH CAPITAL PARTNERS LLC CRD 283489 | Southlake, TX | Advisory firm LLC | $231.8M | 36 advisors | Percentage of AUM; Performance-based fees | View | |
| HEISTEN WRENN PRIVATE WEALTH, LLC CRD 315647 | Anchorage, AK | Advisory firm LLC | $231.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RADIX FINANCIAL, LLC CRD 171159 | George Town, OK | Advisory firm LLC | $231.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| YARDLEY WEALTH MANAGEMENT LLC CRD 134311 | Yardley, PA | Advisory firm LLC | $231.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ALPHA INNOVATIONS LTD. CRD 300529 | Hamilton | Corporate platform Corporation | $231.5M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROPPEL CAPITAL MANAGEMENT LLC CRD 310237 | Park Ridge, IL | Corporate platform LLC | $231.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SVRN ASSET MANAGEMENT, LLC CRD 222518 | Austin, TX | Corporate platform LLC | $231.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TAURUS CAPITAL ADVISORS, LLC CRD 137633 | Lake Oswego, OR | Advisory firm LLC | $231.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| L&S INVESTMENT ADVISORS, LLC CRD 285002 | Miami, FL | Advisory firm LLC | $231.4M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCIAL CONCEPTS UNLIMITED, INC. CRD 118641 | GA | Corporate platform Corporation | $231.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDREW HILL INVESTMENT ADVISORS, INC. CRD 141590 | Naples, FL | Corporate platform Corporation | $231.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BXM WEALTH LLC CRD 332544 | Englewood, CO | Advisory firm LLC | $231.3M | 4 advisors | Percentage of AUM | View | |
| VANN EQUITY MANAGEMENT LLC CRD 174239 | Plano, TX | Advisory firm LLC | $231.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACM CRD 285739 | Wayzata, MN | Advisory firm LLC | $231.2M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| TENZING FINANCIAL LLC CRD 335259 | Williamsburg, VA | Advisory firm LLC | $231.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| APIS & HERITAGE CAPITAL PARTNERS, LLC CRD 315195 | Washington, DC | Advisory firm LLC | $231.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| DRAPER ASSET MANAGEMENT, LLC CRD 148136 | Smithtown, NY | Corporate platform LLC | $231.0M | 6 advisors | Percentage of AUM | View | |
| CONCORDE FINANCIAL RESOURCES CRD 117836 | York, SC | Corporate platform Corporation | $231.0M | 2 advisors | Percentage of AUM | View | |
| ARCH GLOBAL ADVISORS, LLC CRD 297397 | New York, NY | Advisory firm LLC | $230.9M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| UNIMAR CRD 159674 | Miami, FL | Advisory firm LLC | $230.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DISCIPLINED PORTFOLIO SOLUTIONS LLC CRD 160072 | NY | Advisory firm LLC | $230.7M | 1 advisors | Percentage of AUM | View | |
| FOREST ASSET MANAGEMENT LLC CRD 139795 | Riverside, IL | Corporate platform LLC | $230.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UPLIFT CRD 335515 | Darien, CT | Advisory firm LP | $230.5M | 8 advisors | Percentage of AUM; Performance-based fees | View |