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 | |||||
|---|---|---|---|---|---|---|---|
| WATERSTONE WEALTH ADVISORS, LLC CRD 139265 | NJ | Advisory firm LLC | $164.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIALLY SPEAKING INC CRD 106255 | Greenwood Village, CO | Corporate platform Corporation | $164.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WILKINSON WEALTH MANAGEMENT, LLC CRD 317741 | Tucson, AZ | Advisory firm LLC | $164.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE KEYSTONE FINANCIAL ALLIANCE, LLC CRD 168760 | Atlanta, GA | Advisory firm LLC | $164.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SLO MONEY MANAGERS CRD 331617 | Atascadero, CA | Corporate platform Corporation | $164.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WOMACK FINANCIAL LLC CRD 174873 | Dallas, TX | Advisory firm LLC | $164.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SHIMA CAPITAL MANAGEMENT LLC CRD 320929 | Irvine, CA | Corporate platform LLC | $164.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| WOODLOCK HOUSE FAMILY CAPITAL CRD 300051 | MD | Advisory firm LLC | $164.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIDGEWAY WEALTH MANAGEMENT, LLC CRD 326547 | Cedar Rapids, IA | Advisory firm LLC | $164.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEMAND WEALTH CRD 307043 | LA | Advisory firm LLC | $164.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE INVESTMENT COUNSEL CRD 116907 | Franklin, TN | Advisory firm LLC | $164.6M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLACK BARN FINANCIAL, LLC CRD 170885 | Austin, TX | Advisory firm LLC | $164.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TCM CRD 289583 | Germantown, TN | Advisory firm LLC | $164.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| POLLOCK PLANNING ASSOCIATES INC CRD 105409 | NJ | Corporate platform Corporation | $164.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FLOYD FINANCIAL GROUP LLC CRD 226773 | Springfield, MO | Corporate platform LLC | $164.5M | 2 advisors | Percentage of AUM | View | |
| RDM CAPITAL ASSOCIATES INC CRD 106941 | Red Bank, NJ | Corporate platform Corporation | $164.5M | 3 advisors | Percentage of AUM | View | |
| NAPLES MONEY MANAGEMENT LLC CRD 153499 | Naples, FL | Advisory firm LLC | $164.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOBSCOT INVESTMENT MANAGEMENT LLC CRD 283289 | Wellesley, MA | Corporate platform LLC | $164.2M | 1 advisors | Percentage of AUM | View | |
| LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC CRD 167834 | CA | Corporate platform LLC | $164.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEREA CAPITAL CRD 171657 | Houston, TX | Advisory firm LLC | $164.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| EAGLE WEALTH ADVISORS CRD 299219 | NY | Advisory firm LLC | $164.1M | 3 advisors | Percentage of AUM; CONSULTING FEES FIXED AND HOURLY | View | |
| VERICIMETRY ADVISORS LLC CRD 157394 | CA | Advisory firm LLC | $164.1M | 4 advisors | Percentage of AUM | View | |
| ACT CAPITAL MANAGEMENT, LLC CRD 307272 | Wayne, PA | Corporate platform LLC | $163.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MCKINLEY MONEY, LLC CRD 145571 | Eau-Claire, WI | Advisory firm LLC | $163.7M | 2 advisors | Percentage of AUM; Hourly charges | View |