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 | |||||
|---|---|---|---|---|---|---|---|
| WOLOSHIN INVESTMENT MANAGEMENT, LLC CRD 132346 | Medford, NJ | Corporate platform LLC | $180.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PALADIN PARTNERS CRD 132024 | Hartland, WI | Advisory firm LLC | $180.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEVEN G. BLUM AND ASSOCIATES, LLC CRD 130807 | Swarthmore, PA | Advisory firm LLC | $180.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LANDER & ASSOCIATES INC CRD 110703 | DC | Corporate platform Corporation | $180.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEWIS CAPITAL MANAGEMENT CRD 133619 | Beverly Hills, CA | Corporate platform LLC | $180.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CINTRIFUSE CAPITAL CRD 166973 | Cincinnati, OH | Advisory firm LLC | $180.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| VERSA CAPITAL CRD 321934 | Philadelphia, PA | Advisory firm LP | $180.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VERSA CAPITAL CRD 157161 | Philadelphia, PA | Advisory firm LLC | $180.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| 2E CAPITAL PARTNERS LP CRD 334821 | New York, NY | Advisory firm LP | $180.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HALL CAPITAL, LLC CRD 153961 | Pasadena, CA | Advisory firm LLC | $180.0M | 2 advisors | Percentage of AUM | View | |
| T2 ASSET MANAGEMENT, LLC CRD 167714 | Naperville, IL | Corporate platform LLC | $180.0M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KESTREL INVESTMENT MANAGEMENT CORP CRD 106789 | San Mateo, CA | Corporate platform Corporation | $180.0M | 4 advisors | Percentage of AUM | View | |
| DAVENTRY GROUP LP CRD 306533 | New York, NY | Corporate platform LP | $179.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GOLDEN BAY ADVISORS LLC CRD 166679 | CA | Advisory firm LLC | $179.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| C2C WEALTH MANAGEMENT, LLC CRD 284148 | Scottsdale, AZ | Advisory firm LLC | $179.8M | 1 advisors | Percentage of AUM | View | |
| STIRLINGSHIRE INVESTMENTS CRD 327779 | New York, NY | Advisory firm LLC | $179.8M | 25 advisors | Percentage of AUM | View | |
| BEY-DOUGLAS, LLC INVESTMENT COUNSEL CRD 108856 | Marietta, GA | Advisory firm LLC | $179.8M | 3 advisors | Percentage of AUM | View | |
| GREENWOOD INVESTORS LLC CRD 155088 | New York, NY | Advisory firm LLC | $179.8M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WINTER & ASSOCIATES, INC. CRD 310349 | St.. Paul, MN | Corporate platform Corporation | $179.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEEN CAPITAL, LTD CRD 145023 | Chapin, SC | Corporate platform Corporation | $179.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STIRLING FINANCIAL GROUP CRD 327004 | San Diego, CA | Corporate platform LLC | $179.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ARC24 MANAGEMENT, LP CRD 331983 | New York, NY | Advisory firm LP | $179.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| RIVER CITY WEALTH MANAGEMENT CRD 314312 | Jacksonville, FL | Advisory firm LLC | $179.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RARE WOLF CAPITAL LLC CRD 334465 | Bellevue, WA | Advisory firm LLC | $179.6M | 1 advisors | Percentage of AUM | View |