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 | |||||
|---|---|---|---|---|---|---|---|
| BLUE MARBLE INVESTMENTS CRD 141354 | Santa Barbara, CA | Advisory firm LLC | $205.1M | 3 advisors | Percentage of AUM | View | |
| TRIDENT MANAGEMENT LLC CRD 319632 | New York, NY | Advisory firm LLC | $205.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| 021 INVESTMENTS LLC CRD 328334 | Miami, FL | Advisory firm LLC | $205.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CHESAPEAKE INVESTMENT MANAGEMENT LLC CRD 119010 | Mclean, VA | Corporate platform LLC | $205.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| FLAVIN FINANCIAL SERVICES, INC. CRD 144473 | Melbourne, FL | Corporate platform Corporation | $205.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 3RD CREEK INVESTMENTS CRD 115945 | CA | Corporate platform Corporation | $204.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KIRK CAPITAL ADVISORS LLC CRD 312401 | Vienna, VA | Advisory firm LLC | $204.9M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| NORTHAVENUE LLC CRD 297300 | Columbus, OH | Advisory firm LLC | $204.8M | 3 advisors | Fixed fees | View | |
| THE HERBST GROUP, LLC CRD 309319 | MT | Corporate platform LLC | $204.8M | 4 advisors | Percentage of AUM | View | |
| KOHLHEPP INVESTMENT ADVISORS, LTD. CRD 113989 | Doylestown, PA | Corporate platform Corporation | $204.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MITTELMAN WEALTH MANAGEMENT CRD 313042 | MA | Advisory firm LLC | $204.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DONALIES FINANCIAL PLANNING, LLC CRD 164700 | CA | Advisory firm LLC | $204.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOMENTUM WEALTH PLANNING CRD 331563 | NY | Advisory firm LLC | $204.5M | 2 advisors | Percentage of AUM | View | |
| BROYHILL ASSET MANAGEMENT, LLC CRD 120462 | Charlotte, NC | Corporate platform LLC | $204.5M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MCGINN PENNINGER INVESTMENT MANAGEMENT INC. CRD 107396 | Alexandria, VA | Corporate platform Corporation | $204.4M | 3 advisors | Percentage of AUM | View | |
| THE WILLIAM ALLAN CORPORATION CRD 133147 | Fort Collins, CO | Corporate platform Corporation | $204.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PROSPECT FINANCIAL GROUP LLC CRD 133953 | CA | Corporate platform LLC | $204.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXTANT CAPITAL LLC CRD 337508 | Albany, NY | Advisory firm LLC | $204.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GUIRY CAPITAL MANAGEMENT, LLC CRD 122056 | Palm Beach Gardens, FL | Corporate platform LLC | $204.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MONIMUS CAPITAL MANAGEMENT, LP CRD 309855 | Woodbridge, NJ | Corporate platform LP | $204.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ROYAL CAPITAL WEALTH MANAGEMENT LLC CRD 292217 | IN | Advisory firm LLC | $204.2M | 2 advisors | Percentage of AUM | View | |
| FRANKLY FINANCES CRD 321270 | CA | Advisory firm LLC | $204.2M | 1 advisors | Hourly charges · Subscription fees +1 more | View | |
| PORTUS WEALTH ADVISORS, LLC CRD 300558 | Charlotte, NC | Advisory firm LLC | $204.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VIDEN ARBOR CAPITAL CRD 169533 | MI | Advisory firm LLC | $204.1M | 1 advisors | Percentage of AUM; Fixed fees | View |