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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 | |||||
|---|---|---|---|---|---|---|---|
| CASTLE ISLAND WEALTH CRD 287710 | Palm Beach Gardens, FL | Advisory firm LLC | $117.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CAERUS INVESTMENT ADVISORS, LLC CRD 171716 | CA | Advisory firm LLC | $117.2M | 2 advisors | Percentage of AUM | View | |
| DUNHAM LANE CAPITAL PARTNERS LLC CRD 283276 | Greenwich, CT | Advisory firm LLC | $117.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY ROAD FAMILY OFFICES CRD 337654 | CA | Advisory firm LLC | $117.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MOFFATT FINANCIAL STRATEGIES CRD 335975 | Fort Worth, TX | Advisory firm LLC | $117.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIMPLE PORTFOLIO MANAGEMENT, INC. CRD 148263 | — | Corporate platform Corporation | $117.1M | 1 advisors | Percentage of AUM | View | |
| GREYSTONE FINANCIAL & ESTATE SERVICES, INC. CRD 318092 | Kirkland, WA | Corporate platform Corporation | $117.1M | 1 advisors | Percentage of AUM | View | |
| BURLINGAME WEALTH MANAGEMENT, LLC CRD 300041 | Burlingame, CA | Advisory firm LLC | $117.1M | 1 advisors | Percentage of AUM; FEES PAID BY LPG CAPITAL PARTNERS LP AS DESCRIBED IN ADV PART 2 | View | |
| SULZBERGER CAPITAL ADVISORS, INC. CRD 174673 | Miami, FL | Corporate platform Corporation | $117.1M | 2 advisors | Percentage of AUM | View | |
| MOTILAL OSWAL CAPITAL LIMITED CRD 286146 | Prabhadevi, Mumbai | Corporate platform Corporation | $117.1M | 1 advisors | SUB-ADVISORY FEES BASED ON EXPENSES | View | |
| BH ASSET MANAGEMENT, LLC CRD 152117 | New York, NY | Corporate platform LLC | $117.0M | 2 advisors | Percentage of AUM | View | |
| ABRAHAM & CO., INC. CRD 299085 | — | Corporate platform Corporation | $117.0M | 5 advisors | Percentage of AUM; CONSULTING FEES (NON CLIENTS) | View | |
| GEORGIA ADVISORY GROUP LLC CRD 306815 | Alpharetta, GA | Corporate platform LLC | $117.0M | 2 advisors | Percentage of AUM | View | |
| HUMILIS INVESTMENT STRATEGIES, LLC CRD 338310 | FL | Advisory firm LLC | $117.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WURZ FINANCIAL SERVICES, LLC CRD 331608 | Holland, OH | Advisory firm LLC | $117.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREENLINE WEALTH MANAGEMENT CRD 298397 | Boca Raton, FL | Advisory firm LLC | $117.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIDENT ADVISORS INC CRD 108920 | Doylestown, PA | Corporate platform Corporation | $116.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OMNI FINANCIAL LLC CRD 314670 | Madison, WI | Advisory firm LLC | $116.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HEIRLOOM INVESTMENT MANAGEMENT LLC CRD 281357 | — | Corporate platform LLC | $116.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ARLINGTON SECURITIES, INC CRD 19596 | — | Corporate platform Corporation | $116.9M | 6 advisors | Percentage of AUM · Commissions +1 more | View | |
| OXFORD REAL ESTATE ADVISORS INC CRD 107209 | Pittsburgh, PA | Corporate platform Corporation | $116.9M | 2 employees | Percentage of AUM · Fixed fees +1 more | View | |
| ABEL FINANCIAL MANAGEMENT CO. CRD 121558 | MD | Corporate platform Corporation | $116.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WHITWELL ADVISORS CRD 331958 | CA | Advisory firm LLC | $116.8M | 6 advisors | Percentage of AUM | View | |
| ALLPOINT FINANCIAL GROUP CRD 301028 | Petaluma, CA | Corporate platform LLC | $116.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |