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 | |||||
|---|---|---|---|---|---|---|---|
| ELI CIRCLE CAPITAL, LP CRD 326553 | Los Angeles, CA | Advisory firm LP | $209.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WERLINICH ASSET MANAGEMENT, L.L.C. CRD 125663 | NY | Corporate platform LLC | $209.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL ASSET MANAGEMENT, LLC CRD 284505 | Denver, CO | Corporate platform LLC | $208.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RESERVOIR WEALTH MANAGEMENT CRD 293131 | Lima, OH | Advisory firm LLC | $208.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAVU WEALTH MANAGEMENT CRD 299089 | Lakeside, CA | Corporate platform Corporation | $208.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MADSON WEALTH ADVISORS INC. CRD 338608 | Santa Rosa, CA | Corporate platform Corporation | $208.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTHCOL ADVISORS CRD 308154 | Naples, FL | Advisory firm LLC | $208.7M | 3 advisors | Percentage of AUM | View | |
| CLARITY WEALTH DEVELOPMENT, LLC CRD 155103 | Corvallis, OR | Advisory firm LLC | $208.6M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GOLDEN BELL FINANCIAL PLANNING, LLC CRD 305635 | GA | Advisory firm LLC | $208.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC WEALTH PLANNING CRD 149134 | Richardson, TX | Advisory firm LP | $208.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VOYAGER MANAGEMENT, LLC CRD 135434 | Los Angeles, CA | Advisory firm LLC | $208.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PHOENIX REALTY GROUP, LLC CRD 160249 | New York, NY | Corporate platform LLC | $208.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| GO WEALTH MANAGEMENT CRD 290254 | Eugene, OR | Corporate platform Corporation | $208.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PONTA WEALTH PARTNERS, LLC CRD 330058 | Winter Park, FL | Advisory firm LLC | $208.4M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL LIFE PLANNERS CRD 129415 | Tempe, AZ | Advisory firm LLC | $208.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SFC FINANCIAL LLC CRD 129817 | Sunset Hills, MO | Advisory firm LLC | $208.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UCAP AMERICAS CRD 170846 | Miami, FL | Advisory firm LLC | $208.2M | 7 advisors | Percentage of AUM; 12B-1 FEES | View | |
| LONGVIEW FINANCIAL ADVISORS, INC. CRD 122451 | Huntsville, AL | Corporate platform Corporation | $208.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WELLSPRING CAPITAL MANAGEMENT LLC CRD 161184 | New York, NY | Corporate platform LLC | $208.1M | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OPEN FIELD CAPITAL LLC CRD 136313 | New York, NY | Advisory firm LLC | $208.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ALERE PLANNING LLC CRD 286121 | LA | Advisory firm LLC | $208.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FULCRUM WEALTH ADVISORS, LLC CRD 169277 | Bellevue, WA | Advisory firm LLC | $208.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DWP CRD 121841 | Grosse Pointe Farms, MI | Corporate platform Corporation | $208.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CRD 172205 | Sarasota, FL | Corporate platform Corporation | $207.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |