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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.

FeesReputationProfile
ILLUMINE INVESTMENT MANAGEMENT, LLC

CRD 311661

Poulsbo, WA

Corporate platform

LLC

$215.2M5 advisorsPercentage of AUMView
NATURAL CAPITAL

CRD 306002

Fayetteville, AR

Advisory firm

LLC

$215.1M12 advisorsPercentage of AUM · Performance-based fees +1 moreView
DISHMI CAPITAL, LLC

CRD 336392

Pasadena, CA

Advisory firm

LLC

$215.1M2 advisorsPercentage of AUMView
CONSILIUM, LLC

CRD 304503

Boulder, CO

Advisory firm

LLC

$215.0M1 advisorsPercentage of AUM · Fixed fees +1 moreView
PROVIDENCE FINANCIAL AND INSURANCES, INC.

CRD 141988

Woodland Hills, CA

Corporate platform

Corporation

$215.0M6 advisorsPercentage of AUM; CommissionsView
FINANCIAL SERVICE GROUP INC

CRD 107893

Mount Pleasant, WI

Corporate platform

Corporation

$215.0M3 advisorsHourly charges · Fixed fees +1 moreView
FLORIAN FINANCIAL GROUP LLC

CRD 123869

Williamsville, NY

Corporate platform

LLC

$215.0M5 advisorsPercentage of AUM · Hourly charges +1 moreView
BROADWAY ADVISOR GROUP

CRD 324281

Albany, NY

Corporate platform

LLC

$214.9M3 advisorsPercentage of AUM · Hourly charges +1 moreView
SIMPLYRIA ADVISOR NETWORK

CRD 154494

Brighton, MI

Advisory firm

LLC

$214.9M24 advisorsPercentage of AUM · Hourly charges +1 moreView
SCHULTZ FINANCIAL GROUP INCORPORATED

CRD 108724

Reno, NV

Corporate platform

Corporation

$214.8M4 advisorsHourly charges; Fixed feesView
POWERHOUSE ASSETS LLC

CRD 157538

MA

Advisory firm

LLC

$214.8M3 advisorsPercentage of AUMView
KINWELL LLC

CRD 290449

Charleston, SC

Advisory firm

LLC

$214.7M2 advisorsPercentage of AUM; Fixed feesView
DOWNSHIFT FINANCIAL

CRD 314068

CA

Advisory firm

LLC

$214.7M3 advisorsFixed feesView
ARCHON CAPITAL MANAGEMENT LLC

CRD 130499

Seattle, WA

Corporate platform

LLC

$214.6M4 advisorsPercentage of AUM; Performance-based feesView
HALLSTATT ADVISORS L.P.

CRD 319512

Advisory firm

LP

$214.6M2 advisorsPercentage of AUM; Performance-based feesView
EASTSOUND CAPITAL ADVISORS, LLC

CRD 160180

CA

Advisory firm

LLC

$214.6M6 advisorsPercentage of AUM · Hourly charges +2 moreView
UTA LLC

CRD 315427

Vancouver, WA

Advisory firm

LLC

$214.6M2 advisorsPercentage of AUM · Hourly charges +1 moreView
KINETIC WEALTH INVESTMENT ADVISORS, LLC

CRD 311536

Westlake, OH

Advisory firm

LLC

$214.5M3 advisorsPercentage of AUM · Hourly charges +1 moreView
NOBLEBRIDGE WEALTH

CRD 146612

CA

Advisory firm

LLC

$214.5M7 advisorsPercentage of AUM · Hourly charges +1 moreView
WEALTH WITH NO REGRETS®

CRD 159201

Alpharetta, GA

Advisory firm

LLC

$214.4M5 advisorsPercentage of AUM; Fixed feesView
4THOUGHT FINANCIAL GROUP INC.

CRD 162997

Syosset, NY

Corporate platform

Corporation

$214.3M5 advisorsPercentage of AUM · Hourly charges +2 moreView
CONTINUITY WEALTH MANAGEMENT, CORP.

CRD 111010

Portland, OR

Corporate platform

Corporation

$214.3M2 advisorsPercentage of AUMView
WEALTHTRAK ADVISORS

CRD 160057

Virginia Beach, VA

Advisory firm

LLC

$214.3M3 advisorsPercentage of AUM · Hourly charges +1 moreView
SAGE HILL CAPITAL

CRD 155016

Ann Arbor, MI

Advisory firm

LLC

$214.3M2 advisorsPercentage of AUMView
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