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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 | |||||
|---|---|---|---|---|---|---|---|
| ALLARIA ASSET MANAGEMENT, LLC CRD 287513 | Miami, FL | Corporate platform LLC | $179.6M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ASTRA VENTURES CRD 306263 | MS | Advisory firm LLC | $179.6M | 2 advisors | Percentage of AUM | View | |
| CROSSOVER CAPITAL CRD 326625 | Yardley, PA | Advisory firm LLC | $179.5M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG CRD 156588 | Woodland Hills, CA | Advisory firm LLC | $179.4M | 1 advisors | Percentage of AUM | View | |
| WAYSTONE ADVISORS LLC CRD 328565 | AZ | Advisory firm LLC | $179.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PRIVATE INVESTMENT GROUP, INC. CRD 128876 | Kettering, OH | Corporate platform Corporation | $179.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PALM WEALTH PARTNERS CRD 323361 | Boca Raton, FL | Advisory firm LLC | $179.3M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE DOWLING GROUP WEALTH MANAGEMENT CRD 155624 | Greenwich, CT | Corporate platform Corporation | $179.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIMMONS WEALTH MANAGEMENT CRD 165914 | Attleboro, MA | Advisory firm LLC | $179.2M | 1 advisors | Percentage of AUM; HOURLY FEE FOR ACCOUNTS CANCELED PRIOR TO FUNDING | View | |
| SPRING LAKE EQUITY GP LLC CRD 167613 | Burlington, MA | Advisory firm LLC | $179.2M | 2 advisors | Performance-based fees | View | |
| JORDANELLE CAPITAL CRD 323676 | Salt Lake City, UT | Advisory firm LLC | $179.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DOLAN CAPITAL ADVISORS, LLC CRD 269886 | Charlotte, NC | Advisory firm LLC | $179.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'CONNOR WEALTH MANAGEMENT, INC. CRD 152316 | Monrovia, CA | Corporate platform Corporation | $179.1M | 2 advisors | Percentage of AUM; PERCENTAGE OF ASSETS UNDER ADMINISTRATION | View | |
| BENCHMARK WEALTH MANAGEMENT CRD 298885 | Cincinnati, OH | Advisory firm LLC | $179.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BRIGHTREE WEALTH MANAGEMENT, LLC CRD 304721 | — | Advisory firm LLC | $179.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GALLO PARTNERS LP CRD 329774 | TX | Advisory firm LP | $179.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PARVIN ASSET MANAGEMENT, LLC CRD 315701 | Sioux Falls, SD | Corporate platform LLC | $179.0M | 3 advisors | Percentage of AUM | View | |
| MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC CRD 319408 | Skokie, IL | Advisory firm LLC | $178.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUE SQUARE FINANCIAL LLC CRD 287997 | Atlanta, GA | Advisory firm LLC | $178.8M | 1 advisors | Fixed fees | View | |
| COLLABORATIVE PORTFOLIO MANAGEMENT CRD 332929 | Overland Park, KS | Advisory firm LLC | $178.7M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE PLANNER'S EDGE LLC CRD 114616 | Mercer Island, WA | Advisory firm LLC | $178.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAROON PASS ADVISORS LP CRD 323742 | Austin, TX | Advisory firm LP | $178.6M | 2 advisors | Percentage of AUM | View | |
| CLEARVIEW WEALTH MANAGEMENT CRD 288978 | Irvine, CA | Advisory firm LLC | $178.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AJF CAPITAL MANAGEMENT, INC. CRD 126414 | New York, NY | Corporate platform Corporation | $178.5M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View |