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 | |||||
|---|---|---|---|---|---|---|---|
| WEALTH MANAGEMENT SOLUTIONS CRD 127517 | Scottsdale, AZ | Advisory firm LLC | $172.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEDAR VALLEY WEALTH ADVISORS CRD 115511 | Cedar Falls, IA | Advisory firm LLC | $172.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SF ADVISERS, LLC CRD 316518 | Boston, MA | Advisory firm LLC | $172.5M | 24 advisors | Percentage of AUM; Fixed fees | View | |
| AETERNITAS INVESTMENT MANAGEMENT, LLC CRD 338936 | Yardley, PA | Corporate platform LLC | $172.5M | 2 advisors | Percentage of AUM | View | |
| VANNOY ADVISORY GROUP, INC. CRD 145806 | Austin, TX | Corporate platform Corporation | $172.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WHITE SAND WEALTH MANAGEMENT CRD 304614 | Liberty, MO | Advisory firm LLC | $172.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARGENT WEALTH MANAGEMENT, INC. CRD 135376 | Round Rock, TX | Corporate platform Corporation | $172.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHGUARD ADVISORS, INC. CRD 297192 | Placerville, CA | Corporate platform Corporation | $172.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVIDSON WEALTH MANAGEMENT LLC CRD 153227 | Forked River, NJ | Advisory firm LLC | $172.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROSPERITY ROAD, LLC CRD 281894 | Santa Ana, CA | Advisory firm LLC | $172.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LARSEN WEALTH MANAGEMENT CRD 146620 | El Dorado Hills, CA | Corporate platform Corporation | $172.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| NEXWEALTH LLC CRD 311424 | Palm Beach Gardens, FL | Advisory firm LLC | $172.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| STEINBERG ASSET MANAGEMENT, LLC CRD 118968 | New York, NY | Corporate platform LLC | $172.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTOR ADVISORY GROUP CRD 106837 | Charlotte, NC | Corporate platform LLC | $172.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. CRD 105522 | Orleans, MA | Corporate platform Corporation | $172.0M | 2 advisors | Percentage of AUM | View | |
| ASCENT CAPITAL PARTNERS, LLC CRD 291218 | Scottsdale, AZ | Advisory firm LLC | $172.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CLAYTON PARTNERS LLC CRD 127546 | Berkeley, CA | Advisory firm LLC | $172.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| NIGHTVIEW CAPITAL, LLC CRD 284183 | Clearwater, FL | Advisory firm LLC | $171.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PINNACLE PORTFOLIO ADVISORS CRD 287622 | CA | Advisory firm LLC | $171.9M | 3 advisors | Percentage of AUM | View | |
| FINANCIAL SOLUTIONS ASSOCIATES CRD 130397 | Dedham, MA | Advisory firm LLC | $171.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHESAPEAKE CAPITAL CORPORATION CRD 282099 | Tampa, FL | Corporate platform Corporation | $171.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| OPULEN FINANCIAL GROUP, LLC CRD 173963 | Arlington, VA | Corporate platform LLC | $171.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOOB WEALTH MANAGEMENT, LLC CRD 154830 | White Bear Township, MN | Advisory firm LLC | $171.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EVOLUTION WEALTH MANAGEMENT INC. CRD 307644 | Fort Myers, FL | Corporate platform Corporation | $171.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |