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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 | |||||
|---|---|---|---|---|---|---|---|
| SUMMA GLOBAL ADVISORS, LLC CRD 148713 | Clackamas, OR | Advisory firm LLC | $144.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VAN DIEST CAPITAL CRD 334743 | Polk City, IA | Advisory firm LLC | $144.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE LANE CAPITAL, LLC CRD 124999 | — | Advisory firm LLC | $144.1M | 1 advisors | Percentage of AUM | View | |
| JAMES I. BLACK & COMPANY CRD 1249 | Lakeland, FL | Corporate platform Corporation | $144.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TACTIVEST, LLC CRD 173309 | AZ | Advisory firm LLC | $144.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PMG FAMILY OFFICE, LLC CRD 312154 | Plano, TX | Advisory firm LLC | $144.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTERVIEW WEALTH ADVISORS, LLC CRD 173260 | Pittsburgh, PA | Advisory firm LLC | $144.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAVEN CAPITAL GROUP CRD 149641 | Westlake Village, CA | Corporate platform Corporation | $143.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RUSHMONT CAPITAL MANAGEMENT CRD 333041 | New York, NY | Corporate platform LP | $143.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| KESTREL WEALTH MANAGEMENT, LLC CRD 153503 | South Bend, IN | Advisory firm LLC | $143.9M | 2 advisors | Percentage of AUM | View | |
| VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC CRD 287809 | Wayne, PA | Corporate platform LLC | $143.9M | 3 advisors | Percentage of AUM | View | |
| DAVIDOV FINANCIAL COACHING, LLC CRD 166794 | New Hyde Park, NY | Advisory firm LLC | $143.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CORE WEALTH ADVISORS CRD 157436 | Indianapolis, IN | Advisory firm LLC | $143.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| AQUA CAPITAL ADVISORS CRD 151887 | Los Angeles, CA | Advisory firm LLC | $143.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHASTAIN WEALTH MANAGEMENT CRD 285551 | GA | Advisory firm LLC | $143.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORTELIUS CAPITAL PARTNERS CRD 138284 | New York, NY | Advisory firm LLC | $143.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ARISTA ADVISORY GROUP, LLC CRD 285722 | Albany, NY | Corporate platform LLC | $143.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROCORE ADVISORS, LLC CRD 289037 | Newport Beach, CA | Advisory firm LLC | $143.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD BRIDGE WEALTH, INC CRD 332180 | Syosset, NY | Corporate platform Corporation | $143.7M | 3 advisors | Percentage of AUM | View | |
| FOG CITY ADVISORS, LLC CRD 321822 | Albany, CA | Advisory firm LLC | $143.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STAR CAPITAL INC. CRD 171057 | Edina, MN | Corporate platform Corporation | $143.6M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MLG FUND MANAGER LLC CRD 335692 | Brookfield, WI | Advisory firm LLC | $143.6M | 29 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SERVANT FINANCIAL, LTD. CRD 135183 | IL | Corporate platform Corporation | $143.6M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| WHITE OAK FINANCIAL MANAGEMENT, INC CRD 142615 | Asheville, NC | Corporate platform Corporation | $143.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View |