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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 | |||||
|---|---|---|---|---|---|---|---|
| LAKE PACIFIC PARTNERS CRD 174253 | Dallas, TX | Advisory firm LLC | $213.2M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AO WEALTH ADVISORY CRD 288301 | Urbandale, IA | Advisory firm LLC | $213.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. CRD 173083 | Williamsburg, VA | Corporate platform Corporation | $213.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.E. SIMMONS & CO., P.C. CRD 108789 | Dallas, TX | Corporate platform Corporation | $213.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIMMONS CAPITAL GROUP CRD 281122 | Halfmoon, NY | Corporate platform Corporation | $213.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL FREEDOM HOUSE CRD 123430 | Waterford, MI | Corporate platform Corporation | $212.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SENSENIG CAPITAL ADVISORS, INC. CRD 142821 | Collegeville, PA | Corporate platform Corporation | $212.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATHIS WEALTH MANAGEMENT CRD 172858 | Phoenix, AZ | Advisory firm LLC | $212.8M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SACKS & ASSOCIATES, LLC CRD 174909 | Warren, NJ | Advisory firm LLC | $212.8M | 3 advisors | Percentage of AUM | View | |
| BCK PARTNERS, INC. CRD 181512 | Corning, NY | Corporate platform Corporation | $212.7M | 2 advisors | Percentage of AUM | View | |
| GIBRALTAR WEALTH MANAGEMENT, LLC CRD 124128 | Abington, PA | Advisory firm LLC | $212.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINANCIAL PLANNING SERVICES CRD 121034 | Fort Wayne, IN | Advisory firm Sole prop | $212.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| HARDING WEALTH, INC. CRD 282686 | Tempe, AZ | Corporate platform Corporation | $212.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GEN CAP AMERICA, INC. CRD 160042 | Nashville, TN | Corporate platform Corporation | $212.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| UP CAPITAL MANAGEMENT, INC. CRD 164692 | CA | Corporate platform Corporation | $212.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| URBAN WEALTH MANAGEMENT OR UWM CRD 285633 | AZ | Advisory firm LLC | $212.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BRIXTON CAPITAL WEALTH ADVISORS, LLC CRD 288810 | Garden City, NY | Advisory firm LLC | $212.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEQUOIA S.F.A. CRD 158031 | Zurich | Corporate platform Corporation | $212.3M | 2 advisors | Percentage of AUM | View | |
| SACKETT WEALTH ADVISORS, INC. CRD 289950 | Brea, CA | Corporate platform Corporation | $212.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COASTWISE CAPITAL GROUP, LLC CRD 139564 | La Jolla, CA | Corporate platform LLC | $212.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTIUS FINANCIAL, INC. CRD 113268 | Denver, CO | Corporate platform Corporation | $212.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXCOLERE EQUITY PARTNERS, LLC CRD 324822 | Los Angeles, CA | Advisory firm LLC | $212.2M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PATRICK MAURO INVESTMENT ADVISOR, INC. CRD 122742 | IL | Corporate platform Corporation | $212.1M | 2 advisors | Percentage of AUM | View | |
| MADRID WEALTH MANAGEMENT CRD 333331 | Albuquerque, NM | Advisory firm LLC | $212.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |