All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

COLDSTREAM WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #108805
Typical Fee1.00%
AUM$12.4B
Minimum--
Clients4,519

COLE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #134509
Typical Fee--
AUM$161M
Minimum--
Clients822

COLISEUM CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rowayton, ConnecticutCRD #158120
Typical Fee--
AUM$2.6B
Minimum--
Clients5

COLLABORATIVE CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #337588
Typical Fee--
AUM$388M
Minimum--
Clients40

COLLABORATIVE FUND ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Reno, NevadaCRD #327121
Typical Fee--
AUM$145M
Minimum--
Clients3

COLLABORATIVE PORTFOLIO MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Overland Park, KansasCRD #332929
Typical Fee--
AUM$146M
Minimum--
Clients488

COLLABORATIVE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Mary, FloridaCRD #142106
Typical Fee--
AUM$564M
Minimum--
Clients1,810

COLLAR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #152325
Typical Fee1.50%
AUM$176M
Minimum--
Clients297

COLLECTIVE FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
York, PennsylvaniaCRD #301274
Typical Fee--
AUM$452M
Minimum--
Clients436

COLLECTIVE WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coppell, TexasCRD #289157
Typical Fee--
AUM$140M
Minimum--
Clients552

COLLECTIVE WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #317519
Typical Fee--
AUM$42M
Minimum--
Clients409

COLLEGIATE CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #118205
Typical Fee--
AUM$582M
Minimum--
Clients1,995

COLLEGIATE PEAKS ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #322086
Typical Fee--
AUM$360M
Minimum--
Clients6

COLLER CAPITAL INC

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #158102
Typical Fee--
AUM$9.0B
Minimum--
Clients32

COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #328015
Typical Fee--
AUM$594M
Minimum--
Clients1

COLLIE FINANCIAL PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Black Mountain, North CarolinaCRD #134884
Typical Fee--
AUM$163M
Minimum--
Clients732

COLLIER FINANCIAL, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #175207
Typical Fee--
AUM$141M
Minimum--
Clients432

COLLIERS SECURITIES LLC

Also Compensated via Brokerage
Minneapolis, MinnesotaCRD #7477
Typical Fee--
AUM$281M
Minimum--
Clients1,016

COLLINS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #129270
Typical Fee--
AUM$159M
Minimum--
Clients260

COLLWICK FUNDS GP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #162923
Typical Fee--
AUM$370M
Minimum--
Clients1

COLMAN KNIGHT ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Acton, MassachusettsCRD #119696
Typical Fee--
AUM$175M
Minimum--
Clients405

COLOMB INVESTMENT MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #140088
Typical Fee--
AUM$2M
Minimum--
Clients8

COLONIAL RIVER WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Midlothian, VirginiaCRD #284839
Typical Fee--
AUM$340M
Minimum--
Clients1,524

COLONIAL TRUST ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spartanburg, South CarolinaCRD #110257
Typical Fee--
AUM$1.7B
Minimum--
Clients2,036

COLONY CAPITAL INVESTMENT ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Boca Raton, FloridaCRD #175506
Typical Fee--
AUM$533M
Minimum--
Clients6

COLONY FAMILY OFFICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #167017
Typical Fee--
AUM$3.4B
Minimum--
Clients1,048

COLORADO CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boulder, ColoradoCRD #114011
Typical Fee--
AUM$638M
Minimum--
Clients1,014

COLORADO WEALTH GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #310024
Typical Fee--
AUM$235M
Minimum--
Clients1,161

COLRAIN CAPITAL LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #118098
Typical Fee--
AUM$133M
Minimum--
Clients24

COLTER LEWIS INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwich, ConnecticutCRD #297213
Typical Fee--
AUM$2.3B
Minimum--
Clients114
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