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 | |||||
|---|---|---|---|---|---|---|---|
| FORTERIS WEALTH MANAGEMENT, INC. CRD 108314 | Armonk, NY | Advisory firm Other (specify) | $219.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLY BRIDGE GROUP (NY) LLC CRD 291072 | New York, NY | Corporate platform LLC | $218.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| EMC CAPITAL MANAGEMENT, LLC CRD 167761 | Houston, TX | Corporate platform LLC | $218.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAN BLAS ADVISORY, INC. CRD 296929 | Atlanta, GA | Corporate platform Corporation | $218.9M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VAUGHAN AND COMPANY SECURITIES, INC. CRD 18826 | Ridgewood, NJ | Corporate platform Corporation | $218.9M | 4 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| E-WEALTH PARTNERS CRD 327053 | Minnetonka, MN | Advisory firm LLC | $218.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CHRISTIAN FINANCIAL ADVISORS CRD 165811 | New Braunfels, TX | Corporate platform Corporation | $218.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOSTER & WOOD, INC. CRD 165362 | Lake Oswego, OR | Corporate platform Corporation | $218.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL CONSULTING & ASSET MANAGEMENT CRD 41438 | Lincoln, NE | Corporate platform Corporation | $218.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GRIFFITH & WERNER, INC. CRD 136380 | Canton, GA | Corporate platform Corporation | $218.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC PLANNING GROUP, INC. CRD 124855 | Wellesley, MA | Corporate platform Corporation | $218.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MIAMI VALLEY PORTFOLIO MANAGEMENT INC CRD 106389 | Brookville, OH | Corporate platform Corporation | $218.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARK SQUARE FINANCIAL GROUP LLC CRD 332268 | Roswell, GA | Corporate platform LLC | $218.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CSC UPSHOT VENTURES MANAGEMENT, LLC CRD 283270 | Palo Alto, CA | Advisory firm LLC | $218.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RIPPLE EFFECT ASSET MANAGEMENT LP CRD 331250 | New York, NY | Corporate platform LP | $218.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GREAT HILL ADVISORY CRD 283228 | Port Washington, NY | Corporate platform Corporation | $218.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALPHA FINANCIAL ADVISORS, LLC CRD 116291 | Mclean, VA | Advisory firm LLC | $218.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIPER HEARTLAND HEALTHCARE CAPITAL, LLC CRD 310044 | Minneapolis, MN | Advisory firm LLC | $218.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| IRTH CAPITAL MANAGEMENT, LP CRD 330696 | New York, NY | Corporate platform LP | $218.3M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| STRATEGIC ASSET MANAGEMENT LLC. CRD 306384 | Rochester, MN | Corporate platform LLC | $218.3M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| HIGHPASS ASSET MANAGEMENT LLC CRD 159535 | Denver, CO | Corporate platform LLC | $218.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED WEALTHCARE, LLC CRD 312929 | Durham, NC | Advisory firm LLC | $218.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANUKA FINANCIAL CRD 313528 | CA | Advisory firm LLC | $218.1M | 2 advisors | Fixed fees | View | |
| ROCKBRIDGE ASSET MANAGEMENT, LLC CRD 329880 | Alexandria, VA | Corporate platform LLC | $218.0M | 2 advisors | Percentage of AUM; Performance-based fees | View |