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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
RIDGEGATE ADVISORS, LLC

CRD 334233

Englewood, CO

Advisory firm

LLC

$119.0M7 advisorsPercentage of AUM · Hourly charges +1 moreView
INTELLICAPITAL ADVISORS LLC

CRD 316908

Ponte Vedra, FL

Advisory firm

LLC

$118.9M2 advisorsPercentage of AUM; Fixed feesView
SAVVY LABS INC

CRD 322453

New York, NY

Corporate platform

Corporation

$118.9M14 advisorsPercentage of AUM; Fixed feesView
RILEY S. CROSBIE ADVISORY, LLC

CRD 336507

Logan, UT

Advisory firm

LLC

$118.9M3 advisorsPercentage of AUMView
LD LOWE WEALTH ADVISORY

CRD 136596

Richardson, TX

Corporate platform

Corporation

$118.8M2 advisorsPercentage of AUM · Hourly charges +1 moreView
CHARMARLINE WEALTH MANAGEMENT

CRD 336719

Lynchburg, VA

Advisory firm

LLC

$118.8M1 advisorsPercentage of AUMView
INDEPENDENCE CAPITAL CO., INC.

CRD 24723

Parma, OH

Corporate platform

Corporation

$118.7M25 advisorsPercentage of AUM; Hourly chargesView
BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P.

CRD 156881

New York, NY

Advisory firm

LP

$118.7M6 advisorsPercentage of AUM; Performance-based feesView
REDEEM WEALTH MANAGEMENT

CRD 313761

Gilbert, AZ

Corporate platform

Corporation

$118.6M3 advisorsPercentage of AUM · Hourly charges +2 moreView
NORTHFORT FINANCIAL, LLC

CRD 143916

Advisory firm

LLC

$118.6M3 advisorsPercentage of AUM; Fixed feesView
VANTAGE FINANCIAL GROUP

CRD 309675

Auburn, CA

Corporate platform

Corporation

$118.6M4 advisorsPercentage of AUM · Hourly charges +1 moreView
CARDINAL ADVISERS LLC

CRD 284465

LA

Advisory firm

LLC

$118.5M1 advisorsPercentage of AUM · Hourly charges +1 moreView
HMS FINANCIAL SERVICES, LLC

CRD 131569

Columbia, SC

Advisory firm

LLC

$118.5M1 advisorsPercentage of AUMView
INTELLIGENT INVESTING

CRD 286233

CO

Advisory firm

LLC

$118.5M1 advisorsPercentage of AUMView
NOBLE WEALTH PARTNERS

CRD 298396

Denver, CO

Advisory firm

LLC

$118.5M2 advisorsPercentage of AUM · Hourly charges +1 moreView
SANDHILL WEALTH MANAGEMENT, INC.

CRD 291649

Winter Park, FL

Corporate platform

Corporation

$118.5M2 advisorsPercentage of AUMView
JASPER CAPITAL HONG KONG LIMITED

CRD 306114

Hong Kong, Hong Kong

Corporate platform

Corporation

$118.5M2 advisorsPercentage of AUM; Performance-based feesView
TERRAFIRMA WEALTH PARTNERS

CRD 331568

Walnut Creek, CA

Advisory firm

LLC

$118.5M2 advisorsPercentage of AUMView
SMITH & CO ADVISORY LLC

CRD 333042

Spring Hill, TN

Advisory firm

LLC

$118.5M1 advisorsPercentage of AUM; Fixed feesView
FINANCIAL DISCOVERY

CRD 125383

Atlanta, GA

Corporate platform

Corporation

$118.3M3 advisorsPercentage of AUM; Fixed feesView
TONE CAPITAL, LLC

CRD 285622

Richmond, VA

Advisory firm

LLC

$118.3M3 advisorsPercentage of AUM · Hourly charges +1 moreView
LCV MANAGEMENT, LP

CRD 338080

CA

Advisory firm

LP

$118.2M1 advisorsPercentage of AUM; Performance-based feesView
PINNACLE WEALTH MANAGEMENT, INC.

CRD 166853

Brighton, MI

Corporate platform

Corporation

$118.1M4 advisorsPercentage of AUM · Hourly charges +1 moreView
VANDERPOL INVESTMENTS L.L.C.

CRD 168174

Caledonia, MI

Advisory firm

LLC

$118.1M3 advisorsPercentage of AUM; Hourly chargesView
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