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 | |||||
|---|---|---|---|---|---|---|---|
| LUMINESCENT WEALTH MANAGEMENT, INC. CRD 337660 | Scottsdale, AZ | Corporate platform Corporation | $127.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 2 KNIGHTS WEALTH MANAGEMENT, LLC CRD 307238 | Pepper Pike, OH | Advisory firm LLC | $127.3M | 2 advisors | Percentage of AUM | View | |
| FAIRCHILD FINANCIAL ADVISORS, INC. CRD 165434 | Folsom, CA | Corporate platform Corporation | $127.3M | 1 advisors | Percentage of AUM | View | |
| MOORE FINANCIAL ADVISORS, LTD. CRD 130421 | Belmont, MA | Corporate platform Corporation | $127.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AXIM PLANNING & WEALTH CRD 319618 | Springboro, OH | Advisory firm LLC | $127.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WRIGHT WEALTH STRATEGIES, LLC CRD 304289 | San Luis Obispo, CA | Advisory firm LLC | $127.2M | 1 advisors | Percentage of AUM | View | |
| SYNERGY WEALTH MANAGEMENT, LLC CRD 174633 | Grand Rapids, MI | Advisory firm LLC | $127.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROTOCOL WEALTH, LLC CRD 335298 | Denver, CO | Advisory firm LLC | $127.1M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SIERRA MANAGEMENT GROUP CRD 307227 | Reno, NV | Corporate platform LLC | $127.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| STRATEGIC PORTFOLIO MANAGERS CRD 155286 | Northfield, IL | Advisory firm LLC | $127.1M | 1 advisors | Percentage of AUM | View | |
| DOUBLE BAY MANAGEMENT & PLANNING CRD 136373 | San Francisco, CA | Advisory firm Sole prop | $127.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE WEALTH PLANNING CRD 300747 | Georgetown, TX | Advisory firm LLC | $127.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GROWSTRONG WEALTH STRATEGIES CRD 308299 | Fort Collins, CO | Advisory firm LLC | $127.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GAINSPOLETTI WEALTH PLANNERS CRD 333768 | Cleveland, MS | Advisory firm LLC | $127.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| IMPACT FIDUCIARY LLC CRD 288345 | Pasadena, CA | Advisory firm LLC | $127.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MILLER FINANCIAL SERVICES, INC. CRD 339220 | San Juan Capistrano, CA | Corporate platform Corporation | $127.0M | 1 advisors | Percentage of AUM | View | |
| ASHWOOD ADVISORS CRD 128811 | Medfield, MA | Advisory firm LLC | $126.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELPIS CAPITAL GROUP, LLC CRD 175494 | Fishers, IN | Corporate platform LLC | $126.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| A.T. LLOYD'S, INC CRD 148225 | Seattle, WA | Corporate platform Corporation | $126.9M | 1 advisors | Percentage of AUM | View | |
| DUKE FUNDING MANAGEMENT, L.L.C. CRD 117590 | Old Greenwich, CT | Advisory firm LLC | $126.9M | 68 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVISOR.COM CRD 318823 | Charleston, SC | Corporate platform Corporation | $126.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BONE FIDE WEALTH CRD 301066 | New York, NY | Advisory firm LLC | $126.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERSONAL MONEY PLANNING, LLC CRD 112178 | Wichita Falls, TX | Advisory firm LLC | $126.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHADOWRIDGE ASSET MANAGEMENT, LLC CRD 162066 | Austin, TX | Corporate platform LLC | $126.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |