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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 | |||||
|---|---|---|---|---|---|---|---|
| D. M. BRENNER, INC. CRD 134398 | Solana Beach, CA | Corporate platform Corporation | $193.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| XPV MANAGEMENT LLC CRD 322445 | El Segundo, CA | Advisory firm LLC | $193.6M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| ONE WEALTH INVESTORS CRD 288030 | Boca Raton, FL | Advisory firm LLC | $193.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDIA WEALTH MANAGEMENT, LLC CRD 159402 | Albuquerque, NM | Advisory firm LLC | $193.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PINE HAVEN INVESTMENT COUNSEL, INC. CRD 129365 | CA | Corporate platform Corporation | $193.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC CRD 291484 | Cincinnati, OH | Corporate platform LLC | $193.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAZAZIAN ASSET MANAGEMENT, LLC CRD 328433 | Fort Lauderdale, FL | Corporate platform LLC | $193.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STONECREEK PRIVATE WEALTH, LLC CRD 323473 | TX | Advisory firm LLC | $193.3M | 1 advisors | Percentage of AUM | View | |
| RETIREMENT PLAN FIDUCIARIES, LLC CRD 161137 | TX | Advisory firm LLC | $193.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KASTEL CAPITAL ADVISORS, LLC CRD 226520 | Wellesley, MA | Advisory firm LLC | $193.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALANCED ROCK INVESTMENT ADVISORS CRD 157424 | Roslindale, MA | Advisory firm LLC | $193.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 3 FACTOR INDEXING, LLC CRD 160356 | CA | Advisory firm LLC | $193.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JANUARY CAPITAL ADVISORS LLC CRD 177514 | San Francisco, CA | Advisory firm LLC | $193.2M | 2 advisors | Percentage of AUM | View | |
| ELEMENTAL CAPITAL PARTNERS LLC CRD 283897 | CA | Advisory firm LLC | $193.1M | 1 advisors | Percentage of AUM | View | |
| HINCHLEY ADVISORY GROUP, LLC CRD 157860 | Centennial, CO | Corporate platform LLC | $193.1M | 1 advisors | Percentage of AUM | View | |
| WILLNER & HELLER LLC CRD 135406 | Encino, CA | Advisory firm LLC | $193.1M | 3 advisors | Percentage of AUM | View | |
| TERRA ALPHA INVESTMENTS LLC CRD 288690 | Washington, DC | Advisory firm LLC | $193.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPE ANN CAPITAL, INC. CRD 128942 | Concord, MA | Corporate platform Corporation | $193.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KINZIE CAPITAL PARTNERS CRD 305445 | Chicago, IL | Advisory firm LP | $193.0M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WICKHAM FINANCIAL & INSURANCE SERVICES CRD 307299 | Marietta, GA | Corporate platform Corporation | $193.0M | 3 advisors | Percentage of AUM | View | |
| HIGH POINT WEALTH MANAGEMENT, LLC CRD 147111 | Chester, NJ | Advisory firm LLC | $192.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAYBRIDGE CAPITAL GROUP, LLC CRD 284867 | Livermore, CA | Corporate platform LLC | $192.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACON INVESTMENTS MANAGEMENT, LLC CRD 162033 | Washington, DC | Advisory firm LLC | $192.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FULCRUM WEALTH MANAGEMENT CRD 159099 | Plano, TX | Advisory firm LLC | $192.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |