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 | |||||
|---|---|---|---|---|---|---|---|
| DANIEL INVESTMENT GROUP INC. CRD 338851 | Royal Oak, MI | Corporate platform Corporation | $210.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARE PARTNERS II LLC CRD 327575 | Miami, FL | Advisory firm LLC | $210.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CORNERSTONE SECURITIES LLC CRD 140379 | Overland Park, KS | Advisory firm LLC | $210.0M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDER CAPITAL ADVISORS, INC. CRD 112499 | Seattle, WA | Corporate platform Corporation | $210.0M | 2 advisors | Percentage of AUM | View | |
| TREETOP WEALTH MANAGEMENT, LLC CRD 155013 | Northfield, IL | Advisory firm LLC | $210.0M | 3 advisors | Percentage of AUM; Commissions | View | |
| MAGELLAN PLANNING GROUP CRD 338739 | Atlanta, GA | Corporate platform Corporation | $210.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HUFFMAN & ROSS WEALTH MANAGEMENT LLC CRD 334674 | Morgantown, WV | Advisory firm LLC | $210.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LUMMIS ASSET MANAGEMENT, L.P. CRD 114357 | Fort Worth, TX | Corporate platform Partnership | $210.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GOUWS CAPITAL LLC CRD 153812 | Charlotte, NC | Advisory firm LLC | $209.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WILLIAMS FINANCIAL, LLC CRD 137038 | North Bennington, VT | Advisory firm LLC | $209.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORY INVESTOR SERVICES LLC CRD 173134 | Miami, FL | Advisory firm LLC | $209.9M | 6 advisors | Percentage of AUM; CONSULTING FEES | View | |
| T.M. WEALTH MANAGEMENT CRD 287965 | Reston, VA | Advisory firm LLC | $209.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CULTIVATING WEALTH CRD 282447 | CA | Advisory firm LLC | $209.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNSTATE WEALTH MANAGEMENT LLC CRD 317453 | Coral Gables, FL | Advisory firm LLC | $209.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IMG WEALTH MANAGEMENT, INC. CRD 285966 | Jacksonville, FL | Corporate platform Corporation | $209.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TELLIGENT INVESTMENT MANAGEMENT, LLC CRD 118798 | Admiralty, Hong Kong | Corporate platform LLC | $209.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SHELLMAN INVESTMENT MANAGEMENT, LLC CRD 316579 | Coral Gables, FL | Corporate platform LLC | $209.6M | 3 advisors | Percentage of AUM | View | |
| RUNDE & CO. LLC CRD 106383 | Seattle, WA | Advisory firm LLC | $209.5M | 2 advisors | Percentage of AUM | View | |
| BABB WEALTH ADVISORS LLC CRD 298347 | Flagstaff, AZ | Advisory firm LLC | $209.4M | 3 advisors | Percentage of AUM; THIRD PARTY MANAGERS | View | |
| CANNON BEACH FINANCIAL ADVISORS CRD 140959 | San Ramon, CA | Corporate platform Corporation | $209.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHARTON WEALTH MANAGEMENT, LLC CRD 281348 | Malvern, PA | Advisory firm LLC | $209.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL INVESTMENT TEAM ("FIT") CRD 145724 | Portland, OR | Corporate platform Corporation | $209.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| FILIGREE WEALTH ADVISORS, LLC CRD 318729 | Irvine, CA | Advisory firm LLC | $209.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CREATIVE INVESTMENT GROUP CRD 334028 | Nashville, TN | Corporate platform LLC | $209.0M | 7 advisors | Percentage of AUM; Fixed fees | View |