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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 | |||||
|---|---|---|---|---|---|---|---|
| CJC WEALTH MANAGEMENT CRD 325288 | — | Advisory firm LLC | $121.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KW WEALTH MANAGEMENT LLC CRD 298466 | CA | Advisory firm LLC | $121.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FIRST LOOK CAPITAL MANAGEMENT, LLC CRD 173040 | CO | Corporate platform LLC | $121.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PORTFOLIO RESOURCES ADVISOR GROUP, INC. CRD 144601 | Coral Gables, FL | Corporate platform Corporation | $121.9M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOLLEY FINANCIAL GROUP, LLC CRD 302115 | Raleigh, NC | Corporate platform LLC | $121.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CLIO ASSET MANAGEMENT LLC CRD 298041 | Charlottesville, VA | Corporate platform LLC | $121.8M | 1 advisors | Percentage of AUM | View | |
| CAMBRIAN ASSET MANAGEMENT, INC. CRD 291953 | Mill Valley, CA | Corporate platform Corporation | $121.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ASCENTRIS CRD 154814 | Denver, CO | Advisory firm LLC | $121.8M | 30 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LIFELONG WEALTH MANAGEMENT GROUP, LLC CRD 291661 | Lake Oswego, OR | Corporate platform LLC | $121.7M | 2 advisors | Percentage of AUM | View | |
| COMMENCEMENT FINANCIAL PLANNING LLC CRD 154056 | WA | Advisory firm LLC | $121.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CYPRESS CAPITAL MANAGEMENT, LLC CRD 130401 | Sheridan, WY | Corporate platform LLC | $121.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ENCORE WEALTH ADVISORS CRD 336566 | Morris, MN | Corporate platform Corporation | $121.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW WAVE FINANCIAL SERVICES CRD 173224 | — | Advisory firm LLC | $121.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOSTON PORTFOLIO ADVISERS CRD 172374 | Boston, MA | Advisory firm LLC | $121.5M | 2 advisors | Percentage of AUM | View | |
| BLUE HAVEN CAPITAL, LLC CRD 141738 | Geneva, IL | Advisory firm LLC | $121.5M | 2 advisors | Percentage of AUM | View | |
| TWIN RIVERS WEALTH MANAGEMENT CRD 305773 | Sacramento, CA | Advisory firm LLC | $121.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REGAL ADVISORY SERVICES, INC. CRD 123842 | Glenview, IL | Corporate platform Corporation | $121.4M | 16 advisors | Percentage of AUM; Fixed fees | View | |
| PATHFINDER ADVISORY, INC. CRD 122768 | Rockford, IL | Corporate platform Corporation | $121.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH SCRIPT ADVISORS CRD 334760 | San Francisco, CA | Advisory firm LLC | $121.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CONNECTIVE PORTFOLIO MANAGEMENT, LLC CRD 297755 | New York, NY | Advisory firm LLC | $121.3M | 2 advisors | Percentage of AUM | View | |
| ALDER POINT CAPITAL MANAGEMENT LLC CRD 337839 | Lafayette, CO | Corporate platform LLC | $121.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ENCOMPASS ADVISORY SERVICES, LLC CRD 283574 | Katy, TX | Advisory firm LLC | $121.3M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORESIGHT WEALTH ADVISORS CRD 286127 | Skokie, IL | Advisory firm LLC | $121.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ARROW WEALTH ADVISORS CRD 290853 | Auburn, CA | Corporate platform Corporation | $121.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |