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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 | |||||
|---|---|---|---|---|---|---|---|
| UNCOMMON EQUITY LLC CRD 314936 | Chicago, IL | Advisory firm LLC | $198.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL SQUARED FINANCIAL LLC CRD 326861 | Rockville, MD | Advisory firm LLC | $198.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INTERCAPITAL CRD 324314 | Austin, TX | Advisory firm LLC | $198.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| INVISOR CRD 174890 | Seneca, KS | Advisory firm LLC | $198.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRESTIGE WEALTHWIDE, LLC CRD 321789 | Lehi, UT | Advisory firm LLC | $198.5M | 3 advisors | Percentage of AUM | View | |
| SCALEWORKS CAPITAL, LLC CRD 306560 | San Antonio, TX | Advisory firm LLC | $198.4M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CEDARSTONE ADVISORS CRD 172653 | Thousand Oaks, CA | Corporate platform Corporation | $198.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FEYNMAN POINT ASSET MANAGEMENT CRD 330536 | New York, NY | Corporate platform LLC | $198.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PMG WEALTH MANAGEMENT CRD 285899 | Hawthorn Woods, IL | Corporate platform Corporation | $198.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| SAFIR WEALTH ADVISORS, LLC CRD 285848 | MA | Advisory firm LLC | $198.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLANTIC WEALTH PARTNERS, LLC CRD 289440 | Jupiter, FL | Advisory firm LLC | $198.1M | 4 advisors | Percentage of AUM | View | |
| WELCH FINANCIAL PLANNING, LLC CRD 329418 | Boulder, CO | Advisory firm LLC | $198.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GIP INVESTMENT ADVISER LLC CRD 300541 | West Palm Beach, FL | Advisory firm LLC | $198.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWPORT INVESTMENT ADVISORS INC CRD 113175 | Beachwood, OH | Corporate platform Corporation | $198.0M | 2 advisors | Percentage of AUM | View | |
| CONSTANT GUIDANCE FINANCIAL, LLC CRD 172612 | North Attleboro, MA | Advisory firm LLC | $198.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENTASIS ASSET MANAGEMENT LLC CRD 282711 | Brookfield, WI | Corporate platform LLC | $197.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| GLADOWSKY CAPITAL MANAGEMENT CORP CRD 45287 | Smithtown, NY | Corporate platform Corporation | $197.8M | 3 advisors | Percentage of AUM; REVENUE BASED ON CLIENT BALANCES IN MONEY MARKET FUNDS | View | |
| CALVERT IMPACT ADVISORY SERVICES, LLC CRD 326022 | Bethesda, MD | Advisory firm LLC | $197.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ACCRUENT WEALTH ADVISORS CRD 113706 | Winston-Salem, NC | Corporate platform Corporation | $197.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRESTON INVESTMENTS CRD 289926 | Kingman, AZ | Advisory firm LLC | $197.7M | 4 advisors | Percentage of AUM | View | |
| BOARDWALK FINANCIAL STRATEGIES LLC CRD 165048 | Hartland, WI | Advisory firm LLC | $197.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ATTENTIVE INVESTMENTS, LLC CRD 315478 | Stockton, CA | Advisory firm LLC | $197.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| INMAN FINANCIAL SERVICES, INC. CRD 297414 | Portland, OR | Corporate platform Corporation | $197.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| COPPER BEECH FINANCIAL GROUP, LLC CRD 313156 | Moorestown, NJ | Corporate platform LLC | $197.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View |