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 | |||||
|---|---|---|---|---|---|---|---|
| LAURELHURST ASSET MANAGEMENT LLC CRD 306141 | Portland, OR | Corporate platform LLC | $118.1M | 1 advisors | Percentage of AUM | View | |
| CS ADVISORS INC. CRD 130729 | Boca Raton, FL | Corporate platform Corporation | $118.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STAIB FINANCIAL PLANNING, LLC CRD 125706 | CO | Advisory firm LLC | $118.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| BLUE SKY INVESTMENT PARTNERS, INC. CRD 145318 | Evanston, IL | Corporate platform Corporation | $118.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CORNERSTONE FINANCIAL CRD 125494 | Atlanta, GA | Advisory firm LLC | $118.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSSPOINT CAPITAL MANAGEMENT CRD 150212 | Orinda, CA | Corporate platform LLC | $118.0M | 2 advisors | Percentage of AUM | View | |
| ONE LIFE FINANCIAL GROUP, INC. CRD 281792 | MN | Corporate platform Corporation | $118.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARK WEALTH ADVISORS, LLC CRD 309396 | Yorba Linda, CA | Advisory firm LLC | $118.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTH SHORE INVESTMENT SERVICES LLC CRD 311450 | Norwell, MA | Advisory firm LLC | $117.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TEXAS FINANCIAL ADVISORY CRD 306413 | San Antonio, TX | Advisory firm LLC | $117.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| AEM ASSET MANAGEMENT, LLC CRD 310360 | Somerset, NJ | Corporate platform LLC | $117.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERIDIAN WEALTH MANAGEMENT CRD 285853 | — | Advisory firm LLC | $117.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AK GLOBAL ASSET MANAGEMENT, LLC CRD 137530 | Oakland, CA | Corporate platform LLC | $117.8M | 2 advisors | Percentage of AUM | View | |
| WEALTH ENGINEERS, LLC CRD 168578 | Denver, CO | Advisory firm LLC | $117.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINNAMON & ASSOCIATES LTD II CRD 106701 | Barrington, IL | Corporate platform Corporation | $117.6M | 2 advisors | Hourly charges · Fixed fees +1 more | View | |
| WILLAMETTE FINANCIAL ADVISORS, LLC CRD 173482 | Portland, OR | Advisory firm LLC | $117.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIRO CAPITAL LLC CRD 329576 | Jersey City, NJ | Advisory firm LLC | $117.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ALBERT BRIDGE CAPITAL CRD 326763 | FL | Advisory firm LP | $117.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FAIRWAY ASSET MANAGEMENT, LLC CRD 146636 | Omaha, NE | Corporate platform LLC | $117.4M | 3 advisors | Percentage of AUM | View | |
| TRAIL FINANCIAL PLANNING LLC CRD 165063 | Bellingham, WA | Advisory firm LLC | $117.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| L.J. BREY, INC. CRD 113996 | TX | Corporate platform Corporation | $117.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRA WEALTH ADVISORS, LLC CRD 156216 | Houston, TX | Advisory firm LLC | $117.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COVALENT PARTNERS LLC CRD 140494 | Concord, MA | Advisory firm LLC | $117.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MCKINLEY FINANCIAL CRD 282443 | Brookville, PA | Corporate platform Corporation | $117.2M | 4 advisors | Percentage of AUM | View |