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 | |||||
|---|---|---|---|---|---|---|---|
| 360 FINANCIAL PARTNERS, LLC CRD 169280 | Mount Pleasant, SC | Advisory firm LLC | $206.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KENNETH FRENKE & CO CRD 109352 | Arden, NC | Corporate platform Corporation | $206.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MASONBORO ADVISORS CRD 145151 | Wilmington, NC | Advisory firm LLC | $206.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMUNIDAD REALTY PARTNERS CRD 315665 | Austin, TX | Advisory firm LLC | $206.5M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BAUMAN WEALTH ADVISORS CRD 153061 | Las Vegas, NV | Advisory firm LLC | $206.4M | 8 advisors | Percentage of AUM | View | |
| ALEXIS INVESTMENT PARTNERS, LLC CRD 313394 | CA | Advisory firm LLC | $206.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COOKSEN WEALTH, LLC CRD 300451 | The Woodlands, TX | Advisory firm LLC | $206.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC CRD 319075 | Anchorage, AK | Advisory firm LLC | $206.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| YIELDPOINT CRD 311859 | New York, NY | Advisory firm LP | $206.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ADC WEALTH MANAGEMENT, LLC CRD 159083 | Massapequa, NY | Advisory firm LLC | $206.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HFH PLANNING INC. CRD 114046 | CA | Corporate platform Corporation | $206.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARKVIEW ASSET MANAGEMENT, INC. CRD 307977 | Oakbrook Terrace, IL | Corporate platform Corporation | $206.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARDWORKING CAPITAL ADVISORS, LLC CRD 226760 | Palm Desert, CA | Advisory firm LLC | $206.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAUER WEALTH MANAGEMENT INC. CRD 152977 | Colorado Springs, CO | Corporate platform Corporation | $205.9M | 3 advisors | Percentage of AUM | View | |
| BRIGHTPATH WEALTH PLANNING, LLC CRD 160563 | Camarillo, CA | Advisory firm LLC | $205.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LC VERO MANAGER CRD 338361 | New York, NY | Advisory firm LLC | $205.6M | 3 advisors | Fixed fees; Performance-based fees | View | |
| SRT GROUP LLC CRD 330219 | West Palm Beach, FL | Corporate platform LLC | $205.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTERN PACIFIC WEALTH MANAGEMENT, LP CRD 152714 | Lake Forest, IL | Advisory firm LP | $205.5M | 2 advisors | Percentage of AUM | View | |
| MANHATTAN GLOBAL ASSET MANAGEMENT LLC CRD 334452 | Las Vegas, NV | Corporate platform LLC | $205.5M | 1 advisors | Percentage of AUM | View | |
| THE PUTNEY FINANCIAL GROUP LLC CRD 111639 | San Rafael, CA | Corporate platform LLC | $205.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OSBON CAPITAL MANAGEMENT, LLC CRD 134731 | Boston, MA | Corporate platform LLC | $205.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SAFEBRIDGE LLC CRD 289485 | NC | Advisory firm LLC | $205.3M | 1 advisors | Fixed fees | View | |
| BROWN CAPITAL MANAGEMENT, LLC CRD 174101 | Little Rock, AR | Corporate platform LLC | $205.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| WHITE ROCK OIL & GAS HOLDINGS, LLC CRD 165255 | Plano, TX | Corporate platform LLC | $205.1M | 4 advisors | Percentage of AUM; Performance-based fees | View |