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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
STILLPOINT INVESTMENTS LP

CRD 318718

New York, NY

Advisory firm

LP

$169.8M5 advisorsPercentage of AUM; Performance-based feesView
STONE HOUSE PARTNERS

CRD 167094

Bay Harbor Islands, FL

Advisory firm

LLC

$169.8M1 advisorsPercentage of AUM; Performance-based feesView
TACTICAL FUND ADVISORS, LLC

CRD 298049

Cincinnati, OH

Advisory firm

LLC

$169.8M3 advisorsPercentage of AUMView
TURNSTONE FINANCIAL

CRD 170738

Troy, OH

Advisory firm

Other (specify)

$169.8M1 advisorsPercentage of AUM · Fixed fees +1 moreView
EMBARCADERO FINANCIAL GROUP

CRD 140929

San Francisco, CA

Corporate platform

LLC

$169.8M2 advisorsPercentage of AUM · Hourly charges +2 moreView
TITANIUM ADVISORS, LLC

CRD 153943

Franklin, MA

Advisory firm

LLC

$169.7M1 advisorsPercentage of AUM · Hourly charges +1 moreView
THE CHARTIST

CRD 105072

Long Beach, CA

Corporate platform

Corporation

$169.7M2 advisorsPercentage of AUM; Subscription feesView
LEATHERBACK INVESTMENTS LLC

CRD 299608

Lakewood, NJ

Advisory firm

LLC

$169.6M2 advisorsPercentage of AUM; Fixed feesView
DDELTA REAL ESTATE INVESTMENTS

CRD 326662

Austin, TX

Corporate platform

Corporation

$169.6M8 advisorsPercentage of AUM; Performance-based feesView
DELOS CAPITAL MANAGEMENT, LP

CRD 170010

New York, NY

Corporate platform

LP

$169.6M6 advisorsPercentage of AUM; Performance-based feesView
STONEKEEP INVESTMENTS, LLC

CRD 306144

CA

Advisory firm

LLC

$169.6M2 advisorsPercentage of AUM; Hourly chargesView
AVISE FINANCIAL

CRD 328790

Los Angeles, CA

Advisory firm

Other (specify)

$169.4M6 advisorsPercentage of AUM · Hourly charges +1 moreView
CEDAR SPRING ADVISORS, LLC

CRD 289329

KY

Advisory firm

LLC

$169.4M4 advisorsPercentage of AUM · Hourly charges +1 moreView
SILVA CAPITAL MANAGEMENT LLC

CRD 154504

Chicago, IL

Corporate platform

LLC

$169.4M1 advisorsPercentage of AUM; Performance-based feesView
ALTUS CAPITAL PARTNERS, INC.

CRD 159529

Wilton, CT

Corporate platform

Corporation

$169.3M6 advisorsPercentage of AUM; Performance-based feesView
VILGA FINANCIAL PLANNING LLC

CRD 311166

NJ

Advisory firm

LLC

$169.3M2 advisorsHourly charges; Fixed feesView
ARK ROYAL WEALTH MANAGEMENT LLC

CRD 175151

Raleigh, NC

Advisory firm

LLC

$169.3M3 advisorsPercentage of AUM · Hourly charges +1 moreView
FINANCIAL JUSTUS

CRD 336690

WI

Advisory firm

LLC

$169.3M1 advisorsPercentage of AUM; Fixed feesView
MYTIMEEQUITY

CRD 316917

Plano, TX

Advisory firm

LLC

$169.2M5 advisorsPercentage of AUM; Performance-based feesView
LIFE PLANNING ADVISORS LLC

CRD 151292

Bigfork, MT

Advisory firm

LLC

$169.2M4 advisorsPercentage of AUM · Fixed fees +1 moreView
PLANWISER FINANCIAL

CRD 331675

Colorado Springs, CO

Advisory firm

LLC

$169.1M2 advisorsPercentage of AUM · Hourly charges +1 moreView
FAMILY LEGACY PLANNING

CRD 294277

Bentonville, AR

Advisory firm

LLC

$169.1M3 advisorsPercentage of AUM · Hourly charges +1 moreView
MCCARLEY & COOK FINANCIAL PLANNERS

CRD 310087

Cincinnati, OH

Advisory firm

LLC

$169.1M2 advisorsPercentage of AUM; Hourly chargesView
GLADWYN FINANCIAL ADVISORS, INC.

CRD 135544

VA

Corporate platform

Corporation

$169.0M2 advisorsPercentage of AUM; Hourly chargesView
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