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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.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| WEALTH ENGINEERING, LLC CRD 128549 | Scottsdale, AZ | Advisory firm LLC | $171.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RWR INVESTMENTS LLC CRD 157966 | Dallas, TX | Advisory firm LLC | $170.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SWIFTWATER CAPITAL CRD 329458 | OR | Advisory firm LLC | $170.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOSEPH ADVISORY CRD 324475 | El Paso, TX | Advisory firm LLC | $170.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TOBERMAN BECKER WEALTH, LLC CRD 310346 | St.. Louis, MO | Advisory firm LLC | $170.8M | 3 advisors | Percentage of AUM | View | |
| MCM WEALTH CRD 136075 | Novato, CA | Advisory firm LLC | $170.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEAMANS CAPITAL MANAGEMENT, LLC CRD 118404 | Waltham, MA | Corporate platform LLC | $170.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PROACTIVE CAPITAL MANAGEMENT, INC. CRD 297791 | Topeka, KS | Corporate platform Corporation | $170.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONEY INTELLIGENCE CRD 164597 | Santa Clara, CA | Corporate platform Corporation | $170.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAYLOR WEALTH MANAGEMENT, LLC CRD 132955 | Torrance, CA | Advisory firm LLC | $170.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| NORTH SHORE INVESTMENT CONSULTING LLC CRD 131763 | Wilmette, IL | Advisory firm LLC | $170.5M | 1 advisors | Percentage of AUM | View | |
| PACESETTER FINANCIAL GROUP, L.L.C. CRD 123287 | Lincoln, IL | Corporate platform LLC | $170.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATRICK FINANCIAL GROUP LLC. CRD 124610 | Brighton, MI | Corporate platform LLC | $170.4M | 1 advisors | Percentage of AUM | View | |
| ALLISON INVESTMENT MANAGEMENT, LLC CRD 124645 | Columbia, SC | Corporate platform LLC | $170.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CIRRUS CAPITAL LLC CRD 288297 | Bloomfield Hills, MI | Advisory firm LLC | $170.4M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEST END WEALTH MANAGEMENT, LLC CRD 234791 | Denver, CO | Advisory firm LLC | $170.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| REDWOOD PARK ADVISORS CRD 307958 | Redwood City, CA | Advisory firm LLC | $170.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOPLON ASSET MANAGEMENT, L.P. CRD 318798 | Greenwich, CT | Corporate platform LP | $170.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ZEIT CAPITAL ADVISORS CRD 150149 | CA | Advisory firm LLC | $170.1M | 1 advisors | Percentage of AUM | View | |
| G. DEWAYNE MCANALLY CRD 118511 | Oklahoma City, OK | Advisory firm LLC | $170.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUMIX ADVISORS CRD 310222 | Bloomington, MN | Advisory firm LLC | $169.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KUHN CAPITAL PARTNERS CRD 283028 | Oak Brook, IL | Advisory firm LLC | $169.9M | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| FOCUS 401 (K) GROUP, LLC CRD 172217 | Addison, TX | Corporate platform LLC | $169.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DEL MAR WEALTH MANAGEMENT INC CRD 175022 | Del Mar, CA | Corporate platform Corporation | $169.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |