All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norwell, MassachusettsCRD #109767
Typical Fee--
AUM$628M
Minimum--
Clients589

CONVERGENCE FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, MissouriCRD #304146
Typical Fee--
AUM$703M
Minimum--
Clients3,609

CONVERGENCE INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach Gardens, FloridaCRD #148472
Typical Fee--
AUM$465M
Minimum--
Clients360

CONVERSANT CAPITAL LLC

Fee-Only, No ConflictsClean Record
Summit, New JerseyCRD #308201
Typical Fee--
AUM$2.6B
Minimum--
Clients19

CONVEXITAS

Fee-Only, No ConflictsClean Record
Chicago, IllinoisCRD #315145
Typical Fee--
AUM$164M
Minimum--
Clients8

CONWAY CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burbank, CaliforniaCRD #133260
Typical Fee--
AUM$213M
Minimum--
Clients155

CONWAY FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chesterfield, MissouriCRD #117608
Typical Fee--
AUM$178M
Minimum--
Clients259

CONWAY INVESTMENT SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #154659
Typical Fee--
AUM$1.3B
Minimum--
Clients12

CONWAY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #319013
Typical Fee--
AUM$124M
Minimum--
Clients168

COOK & BYNUM CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Birmingham, AlabamaCRD #149454
Typical Fee--
AUM$322M
Minimum--
Clients5

COOK FINANCIAL DESIGNS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Virginia Beach, VirginiaCRD #115241
Typical Fee--
AUM$142M
Minimum--
Clients524

COOK PINE CAPITAL LLC

Fee-Only, No ConflictsClean Record
Greenwich, ConnecticutCRD #134911
Typical Fee--
AUM$457M
Minimum--
Clients7

COOKE & BIELER, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Philadelphia, PennsylvaniaCRD #113859
Typical Fee--
AUM$11.4B
Minimum--
Clients226

COOKE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #127309
Typical Fee--
AUM$137M
Minimum--
Clients303

COOKSEN WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #300451
Typical Fee--
AUM$179M
Minimum--
Clients319

COOKSON PEIRCE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #110729
Typical Fee--
AUM$2.3B
Minimum--
Clients2,347

COOMBS WEALTH ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Blue Bell, PennsylvaniaCRD #281132
Typical Fee1.00%
AUM$140M
Minimum--
Clients91

COOPER CAPITAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encinitas, CaliforniaCRD #305121
Typical Fee--
AUM$283M
Minimum--
Clients502

COOPER CREEK PARTNERS MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #157746
Typical Fee--
AUM$4.5B
Minimum--
Clients7

COOPER FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shelton, ConnecticutCRD #104671
Typical Fee--
AUM$196M
Minimum--
Clients1,637

COOPER MCMANUS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #111458
Typical Fee--
AUM$2.9B
Minimum--
Clients7,111

COOPER/HAIMS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Victor, New YorkCRD #124122
Typical Fee--
AUM$939M
Minimum--
Clients1,501

COOPERATIVE FUNERAL FUND INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, ConnecticutCRD #107631
Typical Fee--
AUM$711M
Minimum--
Clients1,209

COORDINATED CAPITAL SECURITIES, INC.

Also Compensated via Brokerage
Fort Atkinson, WisconsinCRD #14762
Typical Fee--
AUM$160M
Minimum--
Clients248

COORDINATED FINANCIAL PLANNING CORP

Fee-Only, No ConflictsClean Record
Cincinnati, OhioCRD #105143
Typical Fee--
AUM$290M
Minimum--
Clients1,602

COORDINATED FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #147881
Typical Fee--
AUM$352M
Minimum--
Clients730

COORDINATED WEALTH MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hendersonville, TennesseeCRD #141348
Typical Fee--
AUM$114M
Minimum--
Clients207

COPE CONNELLY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Arlington, VirginiaCRD #311665
Typical Fee--
AUM$248M
Minimum--
Clients247

COPELAND CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #135822
Typical Fee--
AUM$4.1B
Minimum--
Clients1,983

COPENHAGEN INFRASTRUCTURE PARTNERS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #321116
Typical Fee--
AUM$33.6B
Minimum--
Clients36
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