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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
QUANTOR CAPITAL LLC

CRD 332629

Houston, TX

Advisory firm

LLC

$176.4M3 advisorsPercentage of AUMView
EMVISION CAPITAL ADVISORS, LLC

CRD 337827

Aurora, OH

Advisory firm

LLC

$176.4M9 advisorsPercentage of AUM; Fixed feesView
COLLINS ADVISORS, LLC

CRD 129270

Buffalo, NY

Advisory firm

LLC

$176.4M1 advisorsPercentage of AUMView
POINTER FINANCIAL ADVISORS LLC

CRD 326745

Columbia, MD

Advisory firm

LLC

$176.4M2 advisorsPercentage of AUMView
ADVISORENGINE PORTFOLIO SOLUTIONS INC.

CRD 336317

Raleigh, NC

Corporate platform

Corporation

$176.4M1 advisorsPercentage of AUMView
LIVELSBERGER FINANCIAL ADVISORY

CRD 117665

Ashland, OH

Advisory firm

Sole prop

$176.4M1 advisorsPercentage of AUM · Hourly charges +1 moreView
PARABLE WEALTH ADVISORS

CRD 304873

St. Augustine, FL

Advisory firm

LLC

$176.3M4 advisorsPercentage of AUM; Fixed feesView
NERAD + DEPPE WEALTH MANAGEMENT

CRD 151284

La Jolla, CA

Advisory firm

LLC

$176.3M2 advisorsPercentage of AUM · Hourly charges +1 moreView
COLLAR CAPITAL MANAGEMENT, LLC

CRD 152325

Appleton, WI

Corporate platform

LLC

$176.3M3 advisorsPercentage of AUM; Fixed feesView
CORBETT ROAD CAPITAL MANAGEMENT, LLC

CRD 305063

Mclean, VA

Corporate platform

LLC

$176.3M3 advisorsPercentage of AUMView
AVANT CAPITAL, LLC

CRD 167961

Lafayette, LA

Advisory firm

LLC

$176.2M2 advisorsPercentage of AUM · Hourly charges +1 moreView
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC

CRD 289269

Stamford, CT

Corporate platform

LLC

$176.2M5 advisorsPercentage of AUMView
KELSEY FINANCIAL, LLC

CRD 314950

Moorpark, CA

Advisory firm

LLC

$176.2M6 advisorsPercentage of AUM · Hourly charges +1 moreView
MCLAUGHLIN ASSET MANAGEMENT, INC.

CRD 125735

Danville, IL

Corporate platform

Corporation

$176.1M4 advisorsPercentage of AUM; Fixed feesView
NINE LEFT CAPITAL LP

CRD 332838

New York, NY

Advisory firm

LP

$176.1M3 advisorsPercentage of AUM; Performance-based feesView
MACKAY FINANCIAL PLANNING, LLC

CRD 169583

Springfield, MO

Advisory firm

LLC

$176.0M2 advisorsPercentage of AUM; Hourly chargesView
SFI ADVISORS, LLC

CRD 287929

Montclair, NJ

Advisory firm

LLC

$176.0M6 advisorsPercentage of AUM; Fixed feesView
PHILADELPHIA INVESTMENT PARTNERS, LLC

CRD 122733

Voorhees, NJ

Advisory firm

LLC

$176.0M2 advisorsPercentage of AUM; Performance-based feesView
TOGETHER PLANNING

CRD 175341

Gainesville, FL

Advisory firm

LLC

$176.0M3 advisorsPercentage of AUM · Hourly charges +1 moreView
FELLOWSHIP FINANCIAL GROUP

CRD 154103

Maitland, FL

Corporate platform

LLC

$175.9M3 advisorsPercentage of AUM · Hourly charges +1 moreView
PLANVEST FINANCIAL, INC.

CRD 290306

Gaithersburg, MD

Corporate platform

Corporation

$175.9M6 advisorsPercentage of AUM · Hourly charges +1 moreView
INTENTIONAL

CRD 318570

Fort Mill, SC

Advisory firm

LLC

$175.8M3 advisorsPercentage of AUM; Hourly chargesView
URS ADVISORY

CRD 289892

Jupiter, FL

Advisory firm

LLC

$175.8M2 advisorsPercentage of AUM; Fixed feesView
TOPTIER WEALTH MANAGEMENT

CRD 292959

IL

Advisory firm

LLC

$175.7M2 advisorsPercentage of AUM; Fixed feesView
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