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 | |||||
|---|---|---|---|---|---|---|---|
| BELMONT PRIVATE WEALTH CRD 331436 | NC | Advisory firm LLC | $192.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SPURSTONE CRD 284158 | Higganum, CT | Advisory firm LLC | $192.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTORS MOSAIC CRD 168619 | NY | Advisory firm LLC | $192.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC CRD 146270 | Southport, CT | Advisory firm LLC | $192.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INCOMPASS FINANCIAL PARTNERS, LLC CRD 318227 | Alpharetta, GA | Advisory firm LLC | $192.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CLS FINANCIAL ADVISORS, INC. CRD 152892 | Portland, OR | Corporate platform Corporation | $192.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIERSON WEALTH MANAGEMENT CRD 293206 | Atlanta, GA | Advisory firm LLC | $192.0M | 2 advisors | Percentage of AUM | View | |
| PETTEE INVESTORS INC CRD 105553 | Rowayton, CT | Corporate platform Corporation | $191.9M | 5 advisors | Percentage of AUM | View | |
| FIRST AMERICAN ASSET ADVISORY, LLC CRD 282254 | Garden City, NY | Advisory firm LLC | $191.8M | 6 advisors | Percentage of AUM | View | |
| FIVE PINE WEALTH CRD 317657 | Coeur D'Alene, ID | Corporate platform Corporation | $191.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| K2 FINANCIAL INC. CRD 300913 | Glendora, CA | Corporate platform Corporation | $191.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANCTUARY ADVISORS CRD 285428 | Denver, CO | Advisory firm LLC | $191.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PHORCYS CAPITAL PARTNERS, LLC CRD 285635 | Alpharetta, GA | Advisory firm LLC | $191.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC CRD 295193 | MA | Corporate platform LLC | $191.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC ADVISORY PARTNERS CRD 314842 | Greensboro, NC | Advisory firm LLC | $191.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPINOSA WEALTH MANAGEMENT GROUP CRD 170903 | Mandeville, LA | Corporate platform LLC | $191.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VARIADIC LLC CRD 332389 | New York, NY | Advisory firm LLC | $191.4M | 10 advisors | Performance-based fees | View | |
| AETOS CAPITAL REAL ESTATE CRD 156128 | Greenwich, CT | Advisory firm LLC | $191.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ARAVALLI CAPITAL MANAGEMENT LP CRD 327861 | New York, NY | Corporate platform LP | $191.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GUARDIAN WEALTH PARTNERS, LLC CRD 310203 | New York, NY | Advisory firm LLC | $191.4M | 75 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OCEANSIDE ADVISORS LLC CRD 170307 | Mount Pleasant, SC | Advisory firm LLC | $191.3M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ANCHOR CAPITAL CRD 123543 | Aliso Viejo, CA | Corporate platform Corporation | $191.2M | 1 advisors | Percentage of AUM; FLAT FEE | View | |
| INVESTMENT MANAGEMENT CORPORATION CRD 107246 | Roanoke, VA | Corporate platform Corporation | $191.2M | 3 advisors | Percentage of AUM | View | |
| HIGH PLAINS INVESTMENT ADVISORS, INC. CRD 114404 | Lubbock, TX | Corporate platform Corporation | $191.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |