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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 | |||||
|---|---|---|---|---|---|---|---|
| INNEALTA CAPITAL CRD 292158 | CO | Advisory firm LLC | $222.4M | 4 advisors | Percentage of AUM | View | |
| RWM CAPITAL, LLC CRD 310635 | Sugar Land, TX | Advisory firm LLC | $222.4M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KMT WEALTH MANAGEMENT, LLC CRD 328911 | Hermosa Beach, CA | Advisory firm LLC | $222.4M | 1 advisors | Percentage of AUM | View | |
| CAPITAL PRESERVATION PARTNERS, INC. CRD 126340 | Bronxville, NY | Corporate platform Corporation | $222.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| KERUSSO CAPITAL MANAGEMENT, LLC CRD 316352 | Winston-Salem, NC | Corporate platform LLC | $222.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FLAX POND CAPITAL, LLC CRD 324332 | CA | Advisory firm LLC | $222.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| Q CAPITAL SOLUTIONS CRD 297541 | CA | Corporate platform Corporation | $222.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLRAIN CAPITAL LLC CRD 118098 | Boston, MA | Advisory firm LLC | $222.2M | 3 advisors | Percentage of AUM | View | |
| MACLEAN CAPITAL ADVISORS, LLC CRD 156978 | Indian Wells, CA | Advisory firm LLC | $222.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHILLIP JAMES FINANCIAL CO. CRD 168228 | Plymouth, MN | Corporate platform Corporation | $222.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RING MOUNTAIN CAPITAL, LLC CRD 288714 | Tiburon, CA | Advisory firm LLC | $222.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MANGAN WEALTH MANAGEMENT CRD 143863 | Seattle, WA | Corporate platform Corporation | $222.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BISCHOFF WEALTH MANAGEMENT GROUP, LLC CRD 171652 | Greenwood, IN | Corporate platform LLC | $222.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SINCERUS ADVISORY CRD 300559 | CA | Advisory firm LLC | $222.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CROSS BORDER WEALTH, LLC CRD 288330 | New York, NY | Advisory firm LLC | $221.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| MFG FAMILY OFFICE LLC CRD 324211 | Cdmx, FL | Advisory firm LLC | $221.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VIA IV INVESTMENTS, LLC CRD 121992 | Burr Ridge, IL | Advisory firm LLC | $221.8M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OPTIMIZE FINANCIAL INC. CRD 315963 | Laguna Hills, CA | Corporate platform Corporation | $221.7M | 3 advisors | Percentage of AUM | View | |
| ADRIAN DAY ASSET MANAGEMENT CRD 105985 | Dorado, PR | Corporate platform Corporation | $221.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PACIFIC PARK FINANCIAL, INC. CRD 122867 | Laguna Hills, CA | Corporate platform Corporation | $221.6M | 1 advisors | Percentage of AUM | View | |
| BOND TECH INC CRD 105979 | Bellbrook, OH | Corporate platform Corporation | $221.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC CRD 117097 | New London, NH | Corporate platform LLC | $221.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIAZO, LLC CRD 324419 | Henderson, NV | Advisory firm LLC | $221.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| AVANTRA FAMILY WEALTH, INC. CRD 288209 | Mechanicsburg, PA | Corporate platform Corporation | $221.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |