All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

CONCREIT FUND MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #310737
Typical Fee--
AUM$8M
Minimum--
Clients1

CONCURRENT ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #330657
Typical Fee1.50%
AUM$2.5B
Minimum--
Clients7,202

CONCURRENT INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #323135
Typical Fee--
AUM$9.9B
Minimum--
Clients10,278

CONDIRE MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #311762
Typical Fee--
AUM$1.2B
Minimum--
Clients5

CONDOR CAPITAL WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Martinsville, New JerseyCRD #104920
Typical Fee--
AUM$2.0B
Minimum--
Clients4,216

CONESTOGA CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #111750
Typical Fee--
AUM$8.8B
Minimum--
Clients247

CONFIDENCE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #127383
Typical Fee--
AUM$344M
Minimum--
Clients1,843

CONFIDENTIAL MANAGEMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Troy, MichiganCRD #125936
Typical Fee--
AUM$155M
Minimum--
Clients130

CONFLUENCE FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mcmurray, PennsylvaniaCRD #311980
Typical Fee--
AUM$5.5B
Minimum--
Clients12,924

CONFLUENCE INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #146019
Typical Fee--
AUM$7.3B
Minimum--
Clients16,134

CONGRESS ASSET MANAGEMENT COMPANY, LLP

Clean RecordAlso Compensated via Brokerage
Boston, MassachusettsCRD #105161
Typical Fee--
AUM$14.2B
Minimum--
Clients8,097

CONGRESS PARK CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #150309
Typical Fee--
AUM$366M
Minimum--
Clients392

CONGRUENCE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #328559
Typical Fee0.38%
AUM$124M
Minimum--
Clients2

CONIFER INVESTMENTS LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Hartford, ConnecticutCRD #106159
Typical Fee--
AUM$466M
Minimum--
Clients85

CONIFER MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #283492
Typical Fee--
AUM$4.7B
Minimum--
Clients6

CONNECTED WEALTH SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Grande, OregonCRD #277111
Typical Fee--
AUM$226M
Minimum--
Clients721

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milford, ConnecticutCRD #305013
Typical Fee--
AUM$223M
Minimum--
Clients321

CONNECTICUT WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Farmington, ConnecticutCRD #154310
Typical Fee--
AUM$3.7B
Minimum--
Clients4,737

CONNECTIVE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #161099
Typical Fee--
AUM$100M
Minimum--
Clients2

CONNECTIVE PORTFOLIO MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #297755
Typical Fee--
AUM$121M
Minimum--
Clients14

CONNECTIVE WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #335624
Typical Fee--
AUM$37M
Minimum--
Clients576

CONNETIC VENTURES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Covington, KentuckyCRD #329078
Typical Fee--
AUM$39M
Minimum--
Clients1

CONNING INVESTMENT PRODUCTS, INC.

Also Compensated via Brokerage
Hartford, ConnecticutCRD #120387
Typical Fee--
AUM$518M
Minimum--
Clients9

CONNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hartford, ConnecticutCRD #107423
Typical Fee--
AUM$99.5B
Minimum--
Clients536

CONNOR CAPITAL SB, LLC

Fee-Only, No ConflictsClean Record
Santa Barbara, CaliforniaCRD #283073
Typical Fee--
AUM$213M
Minimum--
Clients8

CONNORS INVESTOR SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wyomissing, PennsylvaniaCRD #106993
Typical Fee--
AUM$1.2B
Minimum--
Clients626

CONQUIS FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Millbrae, CaliforniaCRD #319579
Typical Fee--
AUM$280M
Minimum--
Clients234

CONRAD CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hauppauge, New YorkCRD #113648
Typical Fee--
AUM$84M
Minimum--
Clients563

CONRAD SIEGEL INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Harrisburg, PennsylvaniaCRD #123560
Typical Fee--
AUM$10.1B
Minimum--
Clients1,085

CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Tampa, FloridaCRD #174670
Typical Fee--
AUM$122M
Minimum--
Clients609
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