All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

COASTAL WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
New York, New YorkCRD #327867
Typical Fee2.00%
AUM$45M
Minimum--
Clients101

COASTEDGE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #149685
Typical Fee--
AUM$1.8B
Minimum--
Clients1,151

COASTLANDS CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #335329
Typical Fee--
AUM$409M
Minimum--
Clients1

COASTWISE CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #139564
Typical Fee--
AUM$184M
Minimum--
Clients397

COATUE MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #157910
Typical Fee--
AUM$69.5B
Minimum--
Clients121

COBBLESTONE ASSET MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Richmond, VirginiaCRD #326545
Typical Fee--
AUM$259M
Minimum--
Clients1,042

COBLER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Silver Lake, KansasCRD #113556
Typical Fee--
AUM$185M
Minimum--
Clients913

COBURN BARRETT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #166464
Typical Fee--
AUM$113M
Minimum--
Clients1

CODE WAECHTER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #289372
Typical Fee--
AUM$409M
Minimum--
Clients1,168

COGENT PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orlando, FloridaCRD #319092
Typical Fee--
AUM$141M
Minimum--
Clients157

COGENT STRATEGIC WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chicago, IllinoisCRD #152715
Typical Fee--
AUM$266M
Minimum--
Clients428

COGENTBLUE

Fee-OnlyAlso Compensated via Product Sales
Knoxville, TennesseeCRD #312899
Typical Fee--
AUM$606M
Minimum--
Clients418

COGENUITY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #332474
Typical Fee--
AUM$554M
Minimum--
Clients4

COHALO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Snoqualmie, WashingtonCRD #297315
Typical Fee--
AUM$1.3B
Minimum--
Clients66

COHEN & COMPANY FINANCIAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #133171
Typical Fee--
AUM$1.2B
Minimum--
Clients17

COHEN & STEERS CAPITAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #106266
Typical Fee--
AUM$81.0B
Minimum--
Clients169

COHEN CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Corte Madera, CaliforniaCRD #107903
Typical Fee--
AUM$1.0B
Minimum--
Clients474

COHEN INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #168595
Typical Fee--
AUM$226M
Minimum--
Clients758

COHEN KLINGENSTEIN, LLC

Fee-OnlyAlso Compensated via Product Sales
New York, New YorkCRD #148428
Typical Fee--
AUM$3.0B
Minimum--
Clients114

COHERE CAPITAL

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #305806
Typical Fee--
AUM$359M
Minimum--
Clients2

COHESION WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Broomfield, ColoradoCRD #308980
Typical Fee--
AUM$228M
Minimum--
Clients583

COHESIVE CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #160274
Typical Fee--
AUM$1.4B
Minimum--
Clients11

COIGN CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Draper, UtahCRD #171306
Typical Fee--
AUM$473M
Minimum--
Clients1,015

COINBASE ASSET MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Stamford, ConnecticutCRD #322174
Typical Fee--
AUM$734M
Minimum--
Clients11

COINFUND MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #312302
Typical Fee--
AUM$1.0B
Minimum--
Clients22

COKER & PALMER

Also Compensated via Brokerage
Jackson, MississippiCRD #29163
Typical Fee--
AUM$244M
Minimum--
Clients428

COLARION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #284588
Typical Fee--
AUM$168M
Minimum--
Clients164

COLBECK CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #282406
Typical Fee--
AUM$1.7B
Minimum--
Clients18

COLBERT INVESTMENT MANAGEMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #108642
Typical Fee--
AUM$192M
Minimum--
Clients143

COLCHESTER INVESTMENT COUNSEL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgefield, ConnecticutCRD #126805
Typical Fee--
AUM$115M
Minimum--
Clients139
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