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 | |||||
|---|---|---|---|---|---|---|---|
| TOTAL WEALTH SOLUTIONS CRD 327794 | Los Altos, CA | Corporate platform Corporation | $148.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BARRETT WEALTH CONNECTION LLC CRD 161020 | Spring Grove, IL | Advisory firm LLC | $148.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALLER FINANCIAL SERVICES, INC. CRD 161531 | Centennial, CO | Corporate platform Corporation | $147.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GEOVEST ADVISORS INC CRD 105906 | Fairport, NY | Corporate platform Corporation | $147.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC CRD 314171 | CA | Corporate platform LLC | $147.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CATCHMENT CAPITAL, L.P. CRD 335631 | New York, NY | Advisory firm LP | $147.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| TUVE INVESTMENT MANAGEMENT, INC. CRD 226702 | Waterloo, IA | Corporate platform Corporation | $147.7M | 2 advisors | Percentage of AUM | View | |
| FLYOVER CAPITAL PARTNERS, LLC CRD 173709 | Kansas City, MO | Advisory firm LLC | $147.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL AVENUES CRD 153458 | KS | Advisory firm LLC | $147.6M | 4 advisors | Hourly charges; Fixed fees | View | |
| AWH CAPITAL, L.P. CRD 146740 | Dallas, TX | Advisory firm LP | $147.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PLAN2THRIVE FINANCIAL CRD 317005 | Eldridge, IA | Advisory firm LLC | $147.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEMBROOK ASSET MANAGEMENT, LLC CRD 144116 | Red Bank, NJ | Corporate platform LLC | $147.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CHUNG WU INVESTMENT GROUP, LLC CRD 170362 | Sugar Land, TX | Corporate platform LLC | $147.5M | 2 advisors | Percentage of AUM | View | |
| PEACHCAP TAX & ADVISORY, LLC CRD 158729 | Atlanta, GA | Advisory firm LLC | $147.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EDMP, INC. CRD 110248 | Lutz, FL | Corporate platform Corporation | $147.4M | 2 advisors | Percentage of AUM | View | |
| BLUE BEAR FINANCIAL, LLC CRD 331226 | NY | Advisory firm LLC | $147.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FIT WEALTH MANAGEMENT CRD 281494 | Centennial, CO | Advisory firm LLC | $147.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| OUTLOOK CAPITAL MANAGEMENT, LLC CRD 132339 | Arlington Heights, IL | Corporate platform LLC | $147.4M | 2 advisors | Percentage of AUM | View | |
| CHELSEA ADVISORY SERVICES, INC CRD 150791 | Staten Island, NY | Corporate platform Corporation | $147.4M | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RABE INVESTMENT CONSULTING GROUP CRD 316029 | Richfield, OH | Corporate platform LLC | $147.3M | 2 advisors | Percentage of AUM | View | |
| HORIZON WEALTH CRD 333752 | Denver, CO | Advisory firm LLC | $147.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CROSS BORDER FINANCIAL PLANNING USA LLC CRD 317154 | Philadelphia, PA | Advisory firm LLC | $147.2M | 3 advisors | Percentage of AUM | View | |
| DBA BIG MONEY RETIREMENT AND BIG RETIREMENT CRD 318698 | Greenville, SC | Advisory firm LLC | $147.1M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHPOINT ADVISORS CRD 332312 | Cramerton, NC | Advisory firm LLC | $147.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |