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 | |||||
|---|---|---|---|---|---|---|---|
| A3 CAPITAL ADVISORS CRD 338956 | Houston, TX | Advisory firm LLC | $227.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SUCCESSFUL MONEY STRATEGIES INC CRD 109829 | Fall River, MA | Corporate platform Corporation | $227.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DUMAINE INVESTMENTS LLC CRD 306481 | New Orleans, LA | Advisory firm LLC | $227.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREMENT WEALTH SOLUTIONS LLC CRD 317253 | Marshfield, WI | Advisory firm LLC | $227.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PREMIER ESTATE PLANNERS, LLC CRD 122638 | Clinton Township, MI | Advisory firm LLC | $226.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NAPLES WEALTH PLANNING CRD 330316 | Bonita Springs, FL | Advisory firm LLC | $226.9M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SHIKHARA INVESTMENT MANAGEMENT LP CRD 329963 | New York, NY | Corporate platform LP | $226.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STRUCTURED WEALTH MANAGEMENT, INC. CRD 146611 | Toledo, OH | Corporate platform Corporation | $226.9M | 2 advisors | Percentage of AUM; PLAN FEE | View | |
| WORLDLY PARTNERS MANAGEMENT, LLC CRD 309792 | Needham, MA | Advisory firm LLC | $226.8M | 4 advisors | Fixed fees; Performance-based fees | View | |
| PERRYRIDGE CAPITAL LP CRD 331781 | Greenwich, CT | Advisory firm LP | $226.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ARRIEN INVESTMENTS, INC. CRD 321819 | Boise, ID | Corporate platform Corporation | $226.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MINDORO CAPITAL PARTNERS LLC CRD 328488 | MA | Advisory firm LLC | $226.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CONNECTED WEALTH SOLUTIONS, LLC CRD 277111 | La Grande, OR | Advisory firm LLC | $226.4M | 2 advisors | Percentage of AUM | View | |
| D.H. HILL ADVISORS, INC. CRD 116324 | Kingwood, TX | Corporate platform Corporation | $226.4M | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MENTOR CAPITAL MANAGEMENT INC. CRD 123176 | Chicago, IL | Corporate platform Corporation | $226.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BQS FINANCIAL ADVISORS, LLC CRD 333795 | New York, NY | Advisory firm LLC | $226.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WALNUT GROVE CAPITAL PARTNERS, LP CRD 300721 | Memphis, TN | Advisory firm LP | $226.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ALIGN PRIVATE CAPITAL CRD 304506 | Sarasota, FL | Advisory firm LLC | $226.2M | 5 advisors | Fixed fees; Performance-based fees | View | |
| DENALI WEALTH MANAGEMENT, INC. CRD 153323 | Mequon, WI | Corporate platform Corporation | $226.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ELEVATION ADVISORY PARTNERS LLC CRD 312170 | Orlando, FL | Advisory firm LLC | $226.0M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VALPEY FINANCIAL SERVICES LLC CRD 154154 | Concord, NH | Advisory firm LLC | $226.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ANGELUS INVESTMENT CONSULTING, INC. CRD 281413 | Coral Gables, FL | Corporate platform Corporation | $226.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHANGE GLOBAL INVESTMENT, LLC CRD 167844 | New York, NY | Advisory firm LLC | $226.0M | 6 advisors | Percentage of AUM | View | |
| POLARIS FINANCIAL PARTNERS, LLC CRD 299258 | Westerville, OH | Advisory firm LLC | $226.0M | 3 advisors | Percentage of AUM; Fixed fees | View |