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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.

FeesReputationProfile
SEED WEALTH MANAGEMENT, INC.

CRD 171920

CA

Corporate platform

Corporation

$188.8M1 advisorsPercentage of AUMView
UNION SQUARE CAPITAL PARTNERS, LLC

CRD 288708

Kennett Square, PA

Advisory firm

LLC

$188.7M1 advisorsPercentage of AUMView
PILE WEALTH MANAGEMENT

CRD 111536

Indianapolis, IN

Advisory firm

LLP

$188.7M5 advisorsPercentage of AUMView
HAHN FINANCIAL GROUP

CRD 169787

Sioux Falls, SD

Corporate platform

Corporation

$188.7M9 advisorsPercentage of AUMView
MCCULLEY FINANCIAL GROUP, LLC

CRD 154891

Westchester, IL

Corporate platform

LLC

$188.7M1 advisorsPercentage of AUM · Hourly charges +1 moreView
IVY LEAGUE FINANCIAL ADVISORS LLC

CRD 119145

Rockville, MD

Advisory firm

LLC

$188.7M3 advisorsPercentage of AUM · Hourly charges +1 moreView
SILER WEALTH MANAGEMENT

CRD 108682

Longwood, FL

Corporate platform

Corporation

$188.6M5 advisorsPercentage of AUM · Hourly charges +1 moreView
HIGHROAD WEALTH ADVISORS, LLC

CRD 331566

Coos Bay, OR

Advisory firm

LLC

$188.5M3 advisorsPercentage of AUMView
AMICORP WEALTH SERVICES

CRD 319247

Miami, FL

Advisory firm

LLC

$188.5M2 advisorsPercentage of AUM · Fixed fees +1 moreView
WRIGHT WEALTH LLC

CRD 321215

Atlanta, GA

Advisory firm

LLC

$188.5M6 advisorsPercentage of AUM · Hourly charges +1 moreView
WILSHIRE QUINN CAPITAL, INC.

CRD 148012

San Diego, CA

Corporate platform

Corporation

$188.4M1 advisorsPercentage of AUM; Performance-based feesView
TRAILHEAD PLANNERS, LLC

CRD 284610

Edina, MN

Advisory firm

LLC

$188.4M3 advisorsPercentage of AUM · Hourly charges +1 moreView
BRISTLECONE VALUE PARTNERS, LLC

CRD 128117

Los Angeles, CA

Advisory firm

LLC

$188.4M3 advisorsPercentage of AUM; Performance-based feesView
VINE CAPITAL MANAGEMENT, LLC

CRD 269894

AZ

Corporate platform

LLC

$188.4M2 advisorsPercentage of AUM · Hourly charges +1 moreView
COLARION

CRD 284588

Mountain Brook, AL

Advisory firm

LLC

$188.3M3 advisorsPercentage of AUMView
TIMBER POINT CAPITAL MANAGEMENT

CRD 307366

White Plains, NY

Corporate platform

LLC

$188.3M3 advisorsPercentage of AUMView
MÉTIER CAPITAL, LLC

CRD 329009

LA

Advisory firm

LLC

$188.3M2 advisorsPercentage of AUM; Fixed feesView
CROSS STATE FINANCIAL GROUP LLC

CRD 282011

Albuquerque, NM

Corporate platform

LLC

$188.3M10 advisorsPercentage of AUM · Hourly charges +1 moreView
FRANK FINANCIAL ADVISORS

CRD 147537

Carlsbad, CA

Corporate platform

Corporation

$188.2M2 advisorsPercentage of AUM · Hourly charges +1 moreView
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC

CRD 328496

Cincinnati, OH

Advisory firm

LLC

$188.2M3 advisorsPercentage of AUMView
FINANCIAL CONSULTANTS GROUP INC

CRD 108062

Cumming, GA

Corporate platform

Corporation

$188.2M4 advisorsPercentage of AUM · Hourly charges +1 moreView
ARCA INVESTMENT MANAGEMENT, LLC

CRD 298298

Marina Del Rey, CA

Corporate platform

LLC

$188.1M15 advisorsPercentage of AUM; Performance-based feesView
KFG, LLC

CRD 337331

Rapid City, SD

Advisory firm

LLC

$188.1M10 advisorsPercentage of AUM · Hourly charges +2 moreView
HERITAGE FINANCIAL ADVISORS, LLC

CRD 154955

Waterville, OH

Advisory firm

LLC

$188.0M1 advisorsPercentage of AUM · Hourly charges +1 moreView
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