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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 | |||||
|---|---|---|---|---|---|---|---|
| CASSILLY FINANCIAL CRD 300672 | Severna Park, MD | Advisory firm LLC | $135.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REVO FINANCIAL, LLC CRD 172646 | Bartlesville, OK | Advisory firm LLC | $135.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOVER INVESTMENT ADVISORY CORPORATION CRD 123499 | MA | Corporate platform Corporation | $135.4M | 1 advisors | Percentage of AUM | View | |
| GLOBAL FINANCIAL PLANNING GROUP, LLC CRD 114803 | Troy, MI | Corporate platform LLC | $135.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEGRO MINERAL PARTNERS LLC CRD 324740 | Houston, TX | Advisory firm LLC | $135.3M | 6 advisors | Fixed fees · Performance-based fees +1 more | View | |
| KELLER FINANCIAL GROUP CRD 328195 | Camp Hill, PA | Corporate platform Corporation | $135.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHT CAPITAL LLC CRD 323373 | Santa Monica, CA | Advisory firm LLC | $135.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOGARTY WEALTH MANAGEMENT, INC. CRD 283998 | Missouri City, TX | Corporate platform Corporation | $135.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC CRD 123483 | Lisle, IL | Corporate platform LLC | $135.2M | 19 advisors | Percentage of AUM; Hourly charges | View | |
| HEIGHTS POINT MANAGEMENT, LP CRD 313849 | New York, NY | Advisory firm LP | $135.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SPARROW WEALTH MANAGEMENT CRD 152670 | Orlando, FL | Corporate platform Corporation | $135.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRYSTAL COVE ASSET MANAGEMENT CRD 289810 | Newport Beach, CA | Corporate platform LLC | $135.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DREAMERS MANAGEMENT LLC CRD 299919 | El Segundo, CA | Advisory firm LLC | $135.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| LIGHTSMITH CLIMATE RESILIENCE MANAGEMENT LLC CRD 307933 | New York, NY | Advisory firm LLC | $135.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| IA PRIVATE WEALTH (USA) INC. CRD 322127 | Toronto, Ontario, AZ | Corporate platform Corporation | $135.1M | 122 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KULT WEALTH MANAGEMENT GROUP, LLC CRD 126740 | Brookfield, WI | Corporate platform LLC | $135.1M | 1 advisors | Percentage of AUM; TAX RETURN PREP FEES | View | |
| PSC FINANCIAL LLC CRD 172054 | Bloomington, MN | Advisory firm LLC | $135.1M | 2 advisors | Percentage of AUM | View | |
| COLTON WEALTH MANAGEMENT CRD 150486 | Arcadia, CA | Corporate platform Corporation | $135.1M | 3 advisors | Percentage of AUM | View | |
| TRADEWINDS WEALTH MANAGEMENT CRD 323879 | Portland, OR | Advisory firm LLC | $135.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC CRD 300619 | Reston, VA | Corporate platform LLC | $135.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ALUMAN CRD 281073 | CA | Corporate platform Corporation | $135.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTUM WEALTH ADVISORS CRD 301214 | Chico, CA | Advisory firm LLC | $135.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BRANDYWINE FINANCIAL GROUP, INC. CRD 127344 | DE | Corporate platform Corporation | $135.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JRS WEALTH MANAGEMENT LLC CRD 306294 | South Jordan, UT | Advisory firm LLC | $135.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |