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 | |||||
|---|---|---|---|---|---|---|---|
| KOKUA CAPITAL MANAGEMENT CRD 168439 | CA | Corporate platform LLC | $223.9M | 2 advisors | Percentage of AUM | View | |
| WEALTH TEAMS ALLIANCE CRD 168907 | Irvine, CA | Corporate platform Corporation | $223.9M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JHP WEALTH MANAGEMENT, LLC CRD 298784 | Centennial, CO | Advisory firm LLC | $223.8M | 1 advisors | Percentage of AUM | View | |
| EASLEY INVESTMENT CONSULTANTS, INC. CRD 307258 | Ridgeland, MS | Corporate platform Corporation | $223.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PACIFIC PEAK ADVISORS, LLC CRD 326711 | Ketchum, ID | Advisory firm LLC | $223.7M | 2 advisors | Percentage of AUM | View | |
| GEVERS WEALTH MANAGEMENT CRD 340092 | Issaquah, WA | Advisory firm LLC | $223.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BD INVESTMENT PARTNERS, LLC CRD 309347 | Raleigh, NC | Advisory firm LLC | $223.7M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| STERLING WEALTH ADVISORS, INC. CRD 124121 | Plantation, FL | Corporate platform Corporation | $223.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON CAPITAL ADVISORY GROUP CRD 333090 | Charlotte, NC | Corporate platform LLC | $223.5M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| NOBLE WEALTH MANAGEMENT, INC. CRD 169963 | Newport Beach, CA | Corporate platform Corporation | $223.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALLEY BROOK CAPITAL GROUP CRD 122460 | Venetia, PA | Corporate platform Corporation | $223.3M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| WINCAP FINANCIAL LLC CRD 315798 | Boston, MA | Advisory firm LLC | $223.1M | 6 advisors | Percentage of AUM | View | |
| SPRING CAPITAL MANAGEMENT CRD 282842 | Amarillo, TX | Corporate platform LLC | $223.0M | 2 advisors | Percentage of AUM | View | |
| ESSENTIAL INVESTMENT PARTNERS, LLC CRD 149509 | Englewood, CO | Advisory firm LLC | $223.0M | 2 advisors | Percentage of AUM | View | |
| WHALEN FINANCIAL CRD 311869 | Las Vegas, NV | Corporate platform Corporation | $223.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TORTUGA WEALTH MANAGEMENT CRD 153737 | Torrance, CA | Corporate platform Corporation | $222.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THREE PEAKS CAPITAL MANAGEMENT, LLC CRD 127402 | Castle Rock, CO | Corporate platform LLC | $222.9M | 4 advisors | Percentage of AUM | View | |
| PGP ADVISORS, LLC CRD 172611 | Ketchum, ID | Advisory firm LLC | $222.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| DAVINCI FINANCIAL DESIGNS CRD 163362 | Columbia, SC | Advisory firm LLC | $222.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAREY WEALTH MANAGEMENT CRD 173885 | San Ramon, CA | Corporate platform Corporation | $222.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALDEBARAN FINANCIAL INC CRD 105741 | Kingsport, TN | Corporate platform Corporation | $222.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHARPEPOINT, LLC CRD 290719 | Phoenix, AZ | Advisory firm LLC | $222.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CROSSGEN WEALTH LLC CRD 336270 | Greenville, NC | Advisory firm LLC | $222.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILESTONES PRIVATE INVESTMENT ADVISORS LLC CRD 289116 | Fairport, NY | Advisory firm LLC | $222.6M | 2 advisors | Percentage of AUM; Fixed fees | View |