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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 | |||||
|---|---|---|---|---|---|---|---|
| SUMMITPOINT CAPITAL MANAGEMENT CRD 336856 | Littleton, CO | Corporate platform LLC | $132.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARITY FINANCIAL PLANNERS CRD 277114 | Clayton, MO | Advisory firm LLC | $132.5M | 1 advisors | Percentage of AUM | View | |
| JLL PARTNERS FCH, INC. CRD 285184 | New York, NY | Corporate platform Corporation | $132.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY WEALTH ADVISORS, LLC CRD 281810 | Clinton Township, MI | Advisory firm LLC | $132.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STITES FINANCIAL CONSULTING CRD 293058 | Wilton, CA | Advisory firm Partnership | $132.3M | 2 advisors | Percentage of AUM | View | |
| JANSEN WEALTH MANAGEMENT LLC CRD 317824 | Altoona, WI | Advisory firm LLC | $132.3M | 2 advisors | Percentage of AUM | View | |
| PEAK FINANCIAL CONSULTING, INC. CRD 291860 | Bloomington, MN | Corporate platform Corporation | $132.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GEREMIA FINANCIAL SERVICES, LLC CRD 156504 | Edison, NJ | Advisory firm LLC | $132.2M | 2 employees | Percentage of AUM | View | |
| WEALTH EASE WEALTH MANAGEMENT CRD 332595 | Marshall, MI | Advisory firm LLC | $132.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| USCA ASSET MANAGEMENT LLC CRD 137045 | Houston, TX | Corporate platform LLC | $132.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| RAMSEY HILL ASSET MANAGEMENT LLC CRD 156768 | MN | Corporate platform LLC | $132.1M | 1 advisors | Percentage of AUM | View | |
| MIDDLE STREET CAPITAL, LLC CRD 226513 | Newfields, NH | Advisory firm LLC | $132.1M | 1 advisors | Percentage of AUM | View | |
| TRIPLETAIL WEALTH MANAGEMENT CRD 318781 | Orlando, FL | Advisory firm LLC | $132.1M | 2 advisors | Percentage of AUM | View | |
| CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC CRD 337758 | Tuscaloosa, AL | Advisory firm LLC | $132.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LEE-WAY FINANCIAL SERVICES, INC CRD 113983 | Hattiesburg, MS | Corporate platform Corporation | $132.1M | 1 advisors | Percentage of AUM | View | |
| PMV CAPITAL ADVISERS, LLC CRD 308010 | Dallas, TX | Advisory firm LLC | $132.0M | 3 advisors | Percentage of AUM | View | |
| JGC TAX & WEALTH MANAGEMENT CRD 165770 | Salem, OR | Advisory firm LLC | $132.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SECURE WEALTH, INC. CRD 290572 | Boca Raton, FL | Corporate platform Corporation | $132.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHMARK, LLC CRD 144948 | Bellingham, WA | Advisory firm LLC | $132.0M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SCHMITZ CAPITAL PARTNERS, LLC CRD 105702 | Mill Valley, CA | Advisory firm LLC | $132.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BLUE LINE CAPITAL CRD 304024 | Chicago, IL | Advisory firm LLC | $131.9M | 7 advisors | Percentage of AUM | View | |
| BRIGHTON WEALTH MANAGEMENT, INC. CRD 148457 | Cottonwood Heights, UT | Corporate platform Corporation | $131.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACP INVESTMENT MANAGEMENT CRD 338484 | Kailua-Kona, HI | Corporate platform LLC | $131.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROPER WEALTH CRD 336499 | Tallahassee, FL | Advisory firm LLC | $131.8M | 3 advisors | Percentage of AUM; Fixed fees | View |