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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
RIVER RAISIN INVESTMENT PARTNERS, INC.

CRD 298014

Monroe, MI

Corporate platform

Corporation

$163.5M2 advisorsPercentage of AUMView
CURTIS FINANCIAL PLANNING

CRD 136785

CA

Advisory firm

LLC

$163.5M1 advisorsPercentage of AUM; Fixed feesView
THIRTEEN TWENTY-TWO ADVISORS

CRD 339326

Fort Worth, TX

Advisory firm

LLC

$163.5M6 advisorsPercentage of AUM · Hourly charges +1 moreView
CAPITAL IP INVESTMENT PARTNERS LP

CRD 326733

AZ

Advisory firm

LP

$163.5M5 advisorsPercentage of AUM; Performance-based feesView
RISLEY CAPITAL MANAGEMENT LLC

CRD 157271

Ellisville, MO

Corporate platform

LLC

$163.4M1 advisorsPercentage of AUM; Hourly chargesView
FOUNDRY WEALTH ADVISORS, LLC

CRD 300794

Baltimore, MD

Advisory firm

LLC

$163.4M4 advisorsPercentage of AUM · Hourly charges +1 moreView
BELL CITY WEALTH, INC.

CRD 326354

Hillsboro, OH

Corporate platform

Corporation

$163.3M1 advisorsPercentage of AUM · Hourly charges +1 moreView
NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC.

CRD 311890

New York, NY

Corporate platform

Corporation

$163.3M4 advisorsPercentage of AUM · Performance-based fees +1 moreView
INTEGRITY WEALTH MANAGEMENT, INC.

CRD 150103

Spokane, WA

Corporate platform

Corporation

$163.2M2 advisorsPercentage of AUM · Hourly charges +1 moreView
CLUTINGER WILLIAMS & VERHOYE INC

CRD 111082

San Diego, CA

Corporate platform

Corporation

$163.1M2 advisorsPercentage of AUM; Hourly chargesView
ARCHAMBO FINANCIAL ADVISORS, INC.

CRD 129927

Bartlesville, OK

Corporate platform

Corporation

$163.1M3 advisorsPercentage of AUM · Hourly charges +1 moreView
LIBERTAS WEALTH MANAGEMENT GROUP, INC.

CRD 157769

Columbus, OH

Corporate platform

Corporation

$163.1M2 advisorsPercentage of AUM; Fixed feesView
COLLIE FINANCIAL PLANNING, INC.

CRD 134884

Black Mountain, NC

Corporate platform

Corporation

$162.9M2 advisorsPercentage of AUM; Hourly chargesView
DECAMILLA CAPITAL MANAGEMENT LLC

CRD 108027

Sacramento, CA

Corporate platform

LLC

$162.9M1 advisorsPercentage of AUMView
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

CRD 149889

Henderson, NC

Advisory firm

LLC

$162.8M3 advisorsPercentage of AUM; Hourly chargesView
FIVE ELEVEN PARTNERS

CRD 334002

Garden City, NY

Advisory firm

LLC

$162.7M4 advisorsPercentage of AUM · Fixed fees +1 moreView
MAIN ADVISORY, INC.

CRD 328040

Canonsburg, PA

Corporate platform

Corporation

$162.7M2 advisorsPercentage of AUM; Fixed feesView
1207 CAPITAL GROUP, LLC

CRD 162611

Juneau, AK

Corporate platform

LLC

$162.7M3 advisorsPercentage of AUM; Performance-based feesView
WESTROCK ASSET MANAGEMENT, LLC

CRD 174408

Little Rock, AR

Corporate platform

LLC

$162.7M4 advisorsPercentage of AUM; Performance-based feesView
SAGACE WEALTH MANAGEMENT

CRD 307212

St.. Petersburg, FL

Advisory firm

LLC

$162.7M7 advisorsPercentage of AUM · Hourly charges +1 moreView
MARQUEE CAPITAL ADVISORS

CRD 336708

Chicago, IL

Advisory firm

LLC

$162.7M11 advisorsPercentage of AUM; Performance-based feesView
FOUR FINANCIAL MANAGEMENT

CRD 284251

Ann Arbor, MI

Advisory firm

LLC

$162.7M6 advisorsPercentage of AUM · Hourly charges +1 moreView
MCS FAMILY WEALTH ADVISORS

CRD 106327

CA

Advisory firm

LLC

$162.6M2 advisorsPercentage of AUM; Hourly chargesView
LEWINTER WEALTH ADVISORS, LLC

CRD 155921

NJ

Advisory firm

LLC

$162.5M1 advisorsPercentage of AUM · Hourly charges +1 moreView
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