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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 | |||||
|---|---|---|---|---|---|---|---|
| SCHUYLKILL FINANCIAL, LLC CRD 143052 | Wyomissing, PA | Advisory firm LLC | $123.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CANDIDE GROUP CRD 286086 | Oakland, CA | Corporate platform LLC | $123.6M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FITZWILLIAMS WEALTH MANAGEMENT INC. CRD 312192 | Chesapeake, VA | Corporate platform Corporation | $123.5M | 6 advisors | Percentage of AUM | View | |
| DALY INVESTMENT MANAGEMENT, LLC CRD 149980 | Mount Prospect, IL | Corporate platform LLC | $123.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IDEAL RETIREMENT SOLUTIONS CRD 333393 | Port Charlotte, FL | Advisory firm LLC | $123.5M | 4 advisors | Percentage of AUM | View | |
| ZUCKERMAN CAPITAL MANAGEMENT, LLC CRD 148549 | Los Angeles, CA | Corporate platform LLC | $123.5M | 2 advisors | Percentage of AUM | View | |
| Q2 WEALTH MANAGEMENT CRD 314932 | Lexington, KY | Advisory firm LLC | $123.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GALLAGHER WEALTH MANAGEMENT CRD 161266 | Danville, CA | Corporate platform Corporation | $123.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRA FINANCIAL, INC. CRD 113422 | Greenwood Village, CO | Corporate platform Corporation | $123.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GIVING TREE WEALTH ADVISORS CRD 312361 | San Ramon, CA | Advisory firm Partnership | $123.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| O'DONNELL WEALTH MANAGEMENT CRD 323384 | Cody, WY | Corporate platform Corporation | $123.3M | 4 advisors | Percentage of AUM | View | |
| DEWITT CAPITAL MANAGEMENT CRD 108232 | Collegeville, PA | Corporate platform Corporation | $123.2M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PACIFIC SPECIALTY INVESTMENT GROUP, LLC CRD 282463 | Newport Beach, CA | Corporate platform LLC | $123.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPRICE CAPITAL PARTNERS, LLC CRD 307048 | CA | Advisory firm LLC | $123.2M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DAVIES FINANCIAL ADVISORS, INC. CRD 139764 | Murrieta, CA | Corporate platform Corporation | $123.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IBS CAPITAL LLC CRD 160585 | Medfield, MA | Advisory firm LLC | $123.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SAMARA CAPITAL CRD 336178 | Beaverton, OR | Advisory firm LLC | $123.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALLIANCE ASSET MANAGEMENT LLC CRD 329927 | New York, NY | Corporate platform LLC | $123.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ARKHOUSE CRD 325180 | New York, NY | Advisory firm LP | $122.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WORTH FINANCIAL GROUP INC. CRD 13478 | Dallas, TX | Corporate platform Corporation | $122.8M | 5 advisors | Percentage of AUM | View | |
| SUNSTONE ADVISORS, LLC CRD 324002 | Irvine, CA | Advisory firm LLC | $122.8M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEGACY FINANCIAL SERVICES GROUP, INC. CRD 140514 | Traverse City, MI | Corporate platform Corporation | $122.8M | 2 advisors | Percentage of AUM | View | |
| ENDURING WEALTH ADVISORS CRD 323320 | Temecula, CA | Advisory firm LLC | $122.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SENIOR TAX ADVISORY GROUP, INC. CRD 318058 | Colorado Springs, CO | Corporate platform Corporation | $122.8M | 4 advisors | Percentage of AUM; Commissions | View |