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 | |||||
|---|---|---|---|---|---|---|---|
| SERONE CAPITAL MANAGEMENT LLC CRD 338114 | New York, NY | Corporate platform LLC | $116.1M | 2 advisors | Fixed fees | View | |
| RYZOME INVESTMENT ADVISORS CRD 170762 | Okemos, MI | Advisory firm LLC | $116.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NPM CONSULTING, LLC CRD 163237 | NJ | Advisory firm LLC | $116.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PRIVATE COUNSEL GROUP, LTD. CRD 300083 | Indianapolis, IN | Corporate platform Corporation | $116.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BENSON WEALTH MANAGEMENT, INC. CRD 318898 | CA | Corporate platform Corporation | $116.0M | 2 advisors | Percentage of AUM | View | |
| GLOBAL ENVIRONMENT FUND CRD 107208 | Bethesda, MD | Corporate platform Corporation | $116.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MODERN FINANCIAL PLANNING CRD 297193 | Georgetown, TX | Advisory firm LLC | $116.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FINHABITS ADVISORS, LLC CRD 210522 | New York, NY | Advisory firm LLC | $116.0M | 2 advisors | Percentage of AUM; Subscription fees | View | |
| PARAGON ASSET MANAGEMENT INC. CRD 107863 | Orinda, CA | Corporate platform Corporation | $115.9M | 1 advisors | Percentage of AUM | View | |
| THE UJANO ADVISORY GROUP LLC CRD 288141 | — | Corporate platform LLC | $115.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRG CAPITAL MANAGEMENT, INC. CRD 146674 | Raleigh, NC | Corporate platform Corporation | $115.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UPLEVEL WEALTH CRD 312641 | Portland, OR | Advisory firm LLC | $115.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MANRKE WEALTH CRD 333697 | Toronto, Ontario, LA | Corporate platform Corporation | $115.7M | 2 advisors | Percentage of AUM | View | |
| FIRST GEORGETOWN SECURITIES, INC CRD 5871 | Alexandria, VA | Corporate platform Corporation | $115.7M | 2 advisors | Percentage of AUM | View | |
| MCCORMACK FINANCIAL PLANNING INC. CRD 136857 | Atlanta, GA | Corporate platform Corporation | $115.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAMBRIA WEALTH MANAGEMENT CRD 335458 | Sarasota, FL | Advisory firm LLC | $115.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALPINE WEALTH ADVISORS, LLC CRD 105433 | Denver, CO | Advisory firm LLC | $115.7M | 1 advisors | Percentage of AUM | View | |
| THIRD GEAR CAPITAL MANAGEMENT LP CRD 327316 | Houston, TX | Corporate platform LP | $115.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTLINC WEALTH SERVICES CRD 332607 | Brea, CA | Advisory firm LLC | $115.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTERN GROWERS FINANCIAL SERVICES CRD 115115 | Irvine, CA | Corporate platform Corporation | $115.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RISK PARADIGM GROUP, LLC CRD 155870 | Burlington, MA | Corporate platform LLC | $115.6M | 2 advisors | Percentage of AUM | View | |
| PROFESSIONAL FINANCIAL MANAGEMENT, INC. CRD 154016 | Appleton, WI | Corporate platform Corporation | $115.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALANTE WEALTH ADVISORS, LLC CRD 175298 | Pennington, NJ | Advisory firm LLC | $115.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CORINTHIAN WEALTH MANAGEMENT CRD 312196 | San Jose, CA | Corporate platform Corporation | $115.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |