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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 | |||||
|---|---|---|---|---|---|---|---|
| WMK INVESTMENT PARTNERS CRD 309832 | CO | Advisory firm LLC | $211.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PHASE III ADVISORY SERVICES, LTD CRD 122959 | Buffalo Grove, IL | Corporate platform Corporation | $210.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REFINED WEALTH MANAGEMENT CRD 169563 | Salt Lake City, UT | Advisory firm LLC | $210.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND FINANCIAL, LLC CRD 292271 | CA | Advisory firm LLC | $210.8M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| TRAUB CAPITAL MANAGEMENT CRD 136851 | Needham, MA | Corporate platform LLC | $210.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTHCARE ASSET MANAGEMENT, LLC CRD 170382 | Springfield, MO | Corporate platform LLC | $210.8M | 5 advisors | Percentage of AUM | View | |
| RENAUD & COMPANY, LLC CRD 115337 | Ofallon, MO | Advisory firm LLC | $210.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LATTIS MANAGEMENT LP CRD 333629 | New York, NY | Advisory firm LP | $210.7M | 6 advisors | Percentage of AUM | View | |
| PARKSTONE WEALTH MANAGEMENT, LLC CRD 168253 | Arlington, TX | Advisory firm LLC | $210.6M | 3 advisors | Percentage of AUM | View | |
| MASON CAPITAL PARTNERS CRD 107412 | Boston, MA | Corporate platform Corporation | $210.6M | 4 advisors | Percentage of AUM | View | |
| FAIRBANKS CAPITAL MANAGEMENT, INC. CRD 107650 | Rancho Santa Fe, CA | Corporate platform Corporation | $210.6M | 3 advisors | Percentage of AUM | View | |
| SKY-MOUNTAIN CAPITAL MANAGEMENT CRD 312915 | Ketchum, ID | Corporate platform Corporation | $210.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GUERRA PAN ADVISORS, LLC CRD 313489 | CA | Advisory firm LLC | $210.4M | 1 advisors | Percentage of AUM | View | |
| IMPACT SHARES CRD 282472 | Dallas, TX | Corporate platform Corporation | $210.4M | 1 advisors | Percentage of AUM | View | |
| FIDELIS WEALTH ADVISORS CRD 292551 | Castle Rock, CO | Advisory firm LLC | $210.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| KDT ADVISORS, LLC CRD 289816 | Princeton, NJ | Advisory firm LLC | $210.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INDEPENDENCE WEALTH ADVISORS, LLC CRD 306236 | Independence, OH | Advisory firm LLC | $210.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SUCCESSION FINANCIAL, INC CRD 336434 | Mckinney, TX | Corporate platform Corporation | $210.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SENTINEL GLOBAL CRD 326444 | San Francisco, CA | Advisory firm LP | $210.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SMART PORTFOLIOS, LLC CRD 131342 | Lake Forest Park, WA | Advisory firm LLC | $210.3M | 4 advisors | Percentage of AUM | View | |
| CRESCENT STERLING LTD. CRD 106633 | Metairie, LA | Corporate platform Corporation | $210.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALCOSTA CAPITAL MANAGEMENT, INC. CRD 128679 | San Ramon, CA | Corporate platform Corporation | $210.2M | 1 advisors | Percentage of AUM | View | |
| ATLANTIC FAMILY WEALTH, LLC CRD 171062 | Coral Gables, FL | Advisory firm LLC | $210.1M | 1 advisors | Percentage of AUM | View | |
| MACROCLIMATE LLC CRD 130655 | CA | Advisory firm LLC | $210.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View |