Search advisors
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.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| PEBBLE VALLEY WEALTH MANAGEMENT CRD 145664 | Western Springs, IL | Corporate platform Corporation | $129.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INTRINSIC INVESTORS LLC CRD 111968 | Wauwatosa, WI | Advisory firm LLC | $129.4M | 3 advisors | Percentage of AUM | View | |
| CGI WEALTH ADVISORS, INC. CRD 311273 | Frazer, PA | Corporate platform Corporation | $129.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKG CAPITAL ADVISORS, LLC CRD 286554 | Albuquerque, NM | Advisory firm LLC | $129.4M | 2 advisors | Percentage of AUM | View | |
| ANTONETTI CAPITAL MANAGEMENT, LLC CRD 156551 | Naples, FL | Corporate platform LLC | $129.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SABER CAPITAL MANAGEMENT LLC CRD 166103 | Fuquay Varina, NC | Corporate platform LLC | $129.3M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| GENEREUX INVESTMENT MANAGEMENT, INC. CRD 117436 | CO | Corporate platform Corporation | $129.3M | 1 advisors | Percentage of AUM | View | |
| ATTLEBORO WEALTH MANAGEMENT LLC CRD 318056 | Yardley, PA | Advisory firm LLC | $129.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MARCUS CAPITAL, LLC CRD 130516 | Northfield, IL | Advisory firm LLC | $129.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RSC ASSET MANAGEMENT GROUP, LLC CRD 312211 | Studio City, CA | Corporate platform LLC | $129.2M | 5 advisors | Percentage of AUM | View | |
| PATINA WEALTH CRD 283813 | — | Advisory firm LLC | $129.2M | 2 advisors | Percentage of AUM | View | |
| OBION CAPITAL MANAGEMENT LP CRD 329954 | Miami, FL | Corporate platform LP | $129.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STEPHEN SMITH FINANCIAL INC. CRD 339402 | Schaumburg, IL | Corporate platform Corporation | $129.0M | 2 advisors | Percentage of AUM | View | |
| RALICKI WEALTH MANAGEMENT & TRUST SERVICES CRD 141192 | Stuart, FL | Corporate platform Corporation | $129.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARIVA GLOBAL ASSET MANAGEMENT, LLC CRD 285674 | Miami, FL | Corporate platform LLC | $129.0M | 2 advisors | Percentage of AUM | View | |
| INFINITY ADVISORY GROUP CRD 324723 | Portage, MI | Corporate platform LLC | $128.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| 21 WEST WEALTH MANAGEMENT LLC CRD 304532 | Tustin, CA | Advisory firm LLC | $128.9M | 2 advisors | Percentage of AUM | View | |
| WOLFGANG CAPITAL CRD 283525 | Temecula, CA | Advisory firm LLC | $128.9M | 3 advisors | Percentage of AUM | View | |
| GORDON ASSET MANAGEMENT LLC CRD 137136 | West Palm Beach, FL | Corporate platform LLC | $128.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COLCHESTER INVESTMENT COUNSEL LLC CRD 126805 | Ridgefield, CT | Advisory firm LLC | $128.9M | 2 advisors | Percentage of AUM | View | |
| QUALITY FINANCIAL CONCEPTS CRD 118886 | Maryville, TN | Advisory firm LLC | $128.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEATON FINANCIAL, PC CRD 134578 | Cedar City, UT | Corporate platform Corporation | $128.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HOLM & CAWLEY FINANCIAL GROUP LLC CRD 150601 | Las Vegas, NV | Corporate platform LLC | $128.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| DICCIANNI FINANCIAL GROUP, INC. CRD 149332 | East Norriton, PA | Corporate platform Corporation | $128.8M | 2 advisors | Percentage of AUM | View |