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 | |||||
|---|---|---|---|---|---|---|---|
| SEAGULL LANE ASSET MANAGEMENT LLC CRD 282566 | Huntington Beach, CA | Corporate platform LLC | $207.9M | 2 advisors | Percentage of AUM; THIRD-PARTY ADVISORY FEES | View | |
| FAIRSCALE CAPITAL, LLC CRD 165535 | Nashua, NH | Advisory firm LLC | $207.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPSTAR FINANCIAL SERVICES LLC CRD 300349 | Austin, TX | Advisory firm LLC | $207.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| OROGRAPHIC FINANCIAL ADVISORS CRD 323980 | CA | Advisory firm LLC | $207.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GATES PASS ADVISORS, LLC CRD 269983 | Los Altos, CA | Advisory firm LLC | $207.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GARLIKOV ADVISORS INC CRD 112352 | Columbus, OH | Corporate platform Corporation | $207.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SMITH & WYATT CRD 285310 | College Station, TX | Advisory firm LLC | $207.5M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRAIRIEVIEW WEALTH & TAX ADVISORS CRD 327974 | Frankfort, IL | Advisory firm LLC | $207.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC CRD 302098 | Lawrenceville, NJ | Advisory firm LLC | $207.4M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LESA SROUFE & COMPANY, INC. CRD 130232 | Seattle, WA | Advisory firm Other (specify) | $207.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BLUESTONE® FINANCIAL ADVISORS, LLC CRD 146946 | Bethesda, MD | Advisory firm LLC | $207.3M | 2 advisors | Fixed fees | View | |
| COUNTERWEIGHT PRIVATE WEALTH CRD 327880 | Wilmington, NC | Advisory firm LLC | $207.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| 1819 PARTNERS CRD 326601 | Memphis, TN | Advisory firm LLC | $207.1M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FFO INVESTMENTS LLC CRD 338887 | Tampa, FL | Advisory firm LLC | $207.1M | 5 advisors | Percentage of AUM | View | |
| PURTILL FINANCIAL LLC CRD 133764 | Highland Heights, OH | Advisory firm LLC | $207.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| LAKE HILLS WEALTH MANAGEMENT, LLC CRD 286175 | Austin, TX | Advisory firm LLC | $206.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WFA OF SAN DIEGO CRD 307404 | San Diego, CA | Advisory firm LLC | $206.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BURNHAM STERLING ASSET MANAGEMENT LLC CRD 283907 | Cos Cob, CT | Corporate platform LLC | $206.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLIANCE INVESTMENT MANAGEMENT, LLC CRD 152012 | Jenison, MI | Corporate platform LLC | $206.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KATE CAPITAL LLC CRD 329897 | Westport, CT | Advisory firm LLC | $206.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FLYING POINT FINANCIAL, INC. CRD 107915 | North Andover, MA | Corporate platform Corporation | $206.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC WEALTH ADVISORS GROUP, INC. CRD 285863 | Utica, MI | Corporate platform Corporation | $206.7M | 6 advisors | Hourly charges · Fixed fees +1 more | View | |
| STILLWATER WEALTH MANAGEMENT GROUP LLC CRD 309796 | Juno Beach, FL | Corporate platform LLC | $206.6M | 3 advisors | Percentage of AUM | View | |
| FOLIOBEYOND, LLC CRD 298234 | CA | Advisory firm LLC | $206.6M | 2 advisors | Percentage of AUM; Fixed fees | View |