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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 | |||||
|---|---|---|---|---|---|---|---|
| DYNAMIC WEALTH ADVISORS CRD 169792 | Surprise, AZ | Corporate platform Corporation | $140.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOSMAN WEALTH MANAGEMENT, LLC CRD 290550 | Redlands, CA | Advisory firm LLC | $140.1M | 1 advisors | Percentage of AUM | View | |
| FLAGSHIP INVESTMENT MANAGEMENT LLC CRD 332788 | Houston, TX | Corporate platform LLC | $140.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LARSON WILLIAMS WEALTH ADVISORS, LLC CRD 311414 | Cedar City, UT | Advisory firm LLC | $140.0M | 2 advisors | Percentage of AUM | View | |
| CHIPSER WEALTH MANAGEMENT, LLC CRD 306396 | Destin, FL | Advisory firm LLC | $140.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLIVEDEN CAPITAL MANAGEMENT, LLC CRD 168725 | — | Corporate platform LLC | $140.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTIS PORTFOLIO SOLUTIONS, LLC CRD 314886 | Chicago, IL | Advisory firm LLC | $140.0M | 2 advisors | Percentage of AUM | View | |
| CLAREMONT FINANCIAL GROUP,INC. CRD 107806 | Claremont, CA | Corporate platform Corporation | $140.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CREDENTIALED WEALTH ADVISORS, LLC CRD 312517 | Johnstown, CO | Advisory firm LLC | $139.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JEMMA FINANCIAL SERVICES CRD 284198 | Baltimore, MD | Advisory firm LLC | $139.8M | 5 advisors | Percentage of AUM | View | |
| FAIRVIEW CONSTITUTION MANAGEMENT IV LLC CRD 159304 | West Hartford, CT | Advisory firm LLC | $139.8M | 12 advisors | Percentage of AUM | View | |
| TONKA CAPITAL PARTNERS, LLC CRD 298336 | Minnetonka, MN | Advisory firm LLC | $139.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEGACY PCG, LLC CRD 283909 | Newport, CA | Advisory firm LLC | $139.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OMEGA CAPITAL MANAGEMENT, LLC CRD 129167 | Flanders, NJ | Corporate platform LLC | $139.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KADITA PARTNERS PTE. LTD. CRD 326660 | Singapore | Advisory firm Other (specify) | $139.7M | 5 advisors | Percentage of AUM · PERFORMANCE-BASED ALLOCATIONS +3 more | View | |
| IMPERITY WEALTH ALLIANCE LLC CRD 339113 | Melville, NY | Advisory firm LLC | $139.7M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROSS WEALTH ADVISORS, LLC CRD 304359 | Columbus, OH | Advisory firm LLC | $139.7M | 2 advisors | Percentage of AUM | View | |
| CONTRARY LEGACY LLC CRD 325014 | CA | Advisory firm LLC | $139.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BOYD FINANCIAL STRATEGIES, INC. CRD 107505 | Auburn, MA | Corporate platform Corporation | $139.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SIKORSKI WEALTH MANAGEMENT, LLC CRD 312805 | San Diego, CA | Advisory firm LLC | $139.6M | 3 advisors | Percentage of AUM | View | |
| CLARITY RETIREMENT & WEALTH, LLC CRD 337718 | New Bedford, MA | Advisory firm LLC | $139.5M | 2 advisors | Percentage of AUM | View | |
| ALTERIS CAPITAL PARTNERS, LLC CRD 335079 | Houston, TX | Advisory firm LLC | $139.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TEZA CAPITAL MANAGEMENT LLC CRD 173124 | Chicago, IL | Corporate platform LLC | $139.5M | 40 advisors | Percentage of AUM; Performance-based fees | View | |
| GROSS DOMESTIC PRODUCT, INC CRD 147588 | CA | Corporate platform Corporation | $139.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |