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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.

FeesReputationProfile
LAMINAR WEALTH LLC

CRD 167867

Clayton, MO

Advisory firm

LLC

$131.8M2 advisorsFixed feesView
RDG CAPITAL MANAGEMENT LLC

CRD 329749

Pittsford, NY

Corporate platform

LLC

$131.8M2 advisorsPercentage of AUMView
NEST EGG

CRD 286024

Conshohocken, PA

Advisory firm

LLC

$131.7M9 advisorsPercentage of AUMView
PTS BROKERAGE, LLC

CRD 119307

Mt. Laurel, NJ

Advisory firm

LLC

$131.7M14 advisorsPercentage of AUM · Hourly charges +2 moreView
TEPLITZ FINANCIAL GROUP LLC

CRD 122038

Old Bridge, NJ

Corporate platform

LLC

$131.7M1 advisorsPercentage of AUM · Hourly charges +1 moreView
LMPG WEALTH ADVISORS, LLC

CRD 328251

Miami, FL

Advisory firm

LLC

$131.7M2 advisorsPercentage of AUMView
THE BREIT GROUP

CRD 335020

Wrightsville Beach, NC

Corporate platform

LLC

$131.6M1 advisorsPercentage of AUM; Fixed feesView
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

CRD 159018

Seattle, WA

Advisory firm

LLC

$131.6M1 advisorsPercentage of AUMView
AWR INVESTMENT MANAGEMENT, LLC

CRD 118538

San Rafael, CA

Corporate platform

LLC

$131.6M1 advisorsPercentage of AUM; Fixed feesView
BENCHMARK FINANCIAL, LLC

CRD 297443

Wilmington, DE

Advisory firm

LLC

$131.6M3 advisorsPercentage of AUM · Hourly charges +1 moreView
1ST DISCOUNT BROKERAGE, INC.

CRD 39164

Lake Worth, FL

Corporate platform

Corporation

$131.4M8 advisorsPercentage of AUM · Hourly charges +1 moreView
LINX PARTNERS, LLC

CRD 158607

Atlanta, GA

Advisory firm

LLC

$131.4M3 advisorsPercentage of AUM · Performance-based fees +1 moreView
MIDDLETON & COMPANY

CRD 284996

Vancouver, WA

Corporate platform

Corporation

$131.3M2 advisorsPercentage of AUM; Hourly chargesView
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

CRD 174670

Tampa, FL

Advisory firm

LLC

$131.3M3 advisorsPercentage of AUM · Hourly charges +3 moreView
LAYLINE ADVISORS

CRD 285136

Rochester, NY

Advisory firm

LLC

$131.3M3 advisorsPercentage of AUM; Fixed feesView
SEATTLE WEALTH MANAGEMENT LLC

CRD 285877

Seattle, WA

Advisory firm

LLC

$131.3M1 advisorsPercentage of AUM · Hourly charges +1 moreView
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

CRD 109013

Providence, RI

Advisory firm

LLC

$131.3M2 advisorsPercentage of AUM · Hourly charges +1 moreView
BRIGHTSCAPE INVESTMENT CENTERS

CRD 129597

Scottsdale, AZ

Corporate platform

Corporation

$131.2M3 advisorsPercentage of AUM · Hourly charges +2 moreView
NEXPOINT ADVISORS, L.P.

CRD 163564

Dallas, TX

Advisory firm

LP

$131.2M13 advisorsPercentage of AUMView
STAWNYCHY FINANCIAL SERVICES, INC.

CRD 128859

Kinnelon, NJ

Corporate platform

Corporation

$131.2M1 advisorsPercentage of AUM · Hourly charges +1 moreView
STERLING BRIDGE FINANCIAL GROUP LLC

CRD 304409

Palm Harbor, FL

Corporate platform

LLC

$131.1M4 advisorsPercentage of AUMView
FRISCO FINANCIAL PLANNING

CRD 132585

TX

Advisory firm

LLC

$131.1M1 advisorsPercentage of AUM; Fixed feesView
RONIN EQUITY PARTNERS LLC

CRD 310679

New York, NY

Advisory firm

LLC

$131.1M5 advisorsPercentage of AUM; Performance-based feesView
KERR WEALTH MANAGEMENT

CRD 277142

Fresno, CA

Corporate platform

Corporation

$131.0M5 advisorsPercentage of AUM · Hourly charges +1 moreView
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