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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 | |||||
|---|---|---|---|---|---|---|---|
| JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC CRD 155392 | Florham Park, NJ | Advisory firm LLC | $161.7M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LYNNLEIGH & COMPANY, LLC CRD 285044 | Pittsford, NY | Advisory firm LLC | $161.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PINCUS CAPITAL MANAGEMENT, LP CRD 336500 | New York, NY | Corporate platform LP | $161.5M | 2 advisors | Percentage of AUM | View | |
| FLFS ADVISORY LLC CRD 334771 | Victor, NY | Advisory firm LLC | $161.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BLOM & HOWELL FINANCIAL PLANNING, INC. CRD 311830 | Modesto, CA | Corporate platform Corporation | $161.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAKASH INVESTMENT ADVISORS LLC CRD 163994 | CA | Advisory firm LLC | $161.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FARNAM FINANCIAL CRD 306180 | Phoenix, AZ | Advisory firm LLC | $161.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELITE WEALTH MANAGEMENT, INC. CRD 333159 | Plover, WI | Corporate platform Corporation | $161.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CLEARPATH CAPITAL PARTNERS LLC CRD 111756 | Menlo Park, CA | Advisory firm LLC | $161.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LAGUNA WEALTH ADVISORS, LLC CRD 167847 | AZ | Advisory firm LLC | $161.2M | 4 advisors | Percentage of AUM | View | |
| TFS ADVISORS, LLC CRD 167653 | Edmonds, WA | Advisory firm LLC | $161.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIEBEN WEALTH PLANNING LLC CRD 315368 | CA | Advisory firm LLC | $161.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BARNETT CAPITAL ADVISORS LLC CRD 159113 | Miami, FL | Advisory firm LLC | $161.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEWGROUND SOCIAL INVESTMENT CRD 117060 | Seattle, WA | Corporate platform Corporation | $161.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOREST ROAD ASSET MANAGEMENT LLC CRD 315600 | Los Angeles, CA | Corporate platform LLC | $161.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| WILLIAMS WEALTH MANAGEMENT GROUP, INC. CRD 147341 | Bradenton, FL | Corporate platform Corporation | $161.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPRIA VENTURES LLC CRD 284129 | Seattle, WA | Advisory firm LLC | $161.0M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THISTLE CREEK CAPITAL, LLC CRD 331449 | Lehi, UT | Advisory firm LLC | $161.0M | 6 advisors | Performance-based fees; MANAGEMENT FEE (PASSED THROUGH MANAGEMENT OPERATING EXPENSES) | View | |
| LAUER WEALTH MANAGEMENT CRD 289763 | Valparaiso, IN | Advisory firm LLC | $160.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLE HARBOR ASSET MANAGEMENT, INC. CRD 108089 | WA | Corporate platform Corporation | $160.9M | 2 advisors | Percentage of AUM | View | |
| MEDICUS WEALTH PLANNING, INC. CRD 282904 | Draper, UT | Corporate platform Corporation | $160.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| GLAXIS CAPITAL MANAGEMENT, LLC CRD 134227 | Sarasota, FL | Corporate platform LLC | $160.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GOING CPAS AND WEALTH ADVISORS CRD 117104 | Opelousas, LA | Advisory firm LLP | $160.8M | 8 advisors | Percentage of AUM; Hourly charges | View | |
| CYWP FUND CRD 337234 | Boca Raton, FL | Advisory firm LLC | $160.8M | 2 advisors | Percentage of AUM; Performance-based fees | View |