All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

COPIA WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Bend, OregonCRD #281873
Typical Fee1.75%
AUM$158M
Minimum--
Clients850

COPLEY FINANCIAL GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
San Diego, CaliforniaCRD #283070
Typical Fee--
AUM$319M
Minimum--
Clients3,270

COPPELL ADVISORY SOLUTIONS LLC

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #156549
Typical Fee--
AUM$1.1B
Minimum--
Clients9,334

COPPER BEECH FINANCIAL GROUP, LLC

Clean RecordAlso Compensated via Brokerage
Moorestown, New JerseyCRD #313156
Typical Fee--
AUM$189M
Minimum--
Clients468

COPPER FINANCIAL

Clean RecordAlso Compensated via Brokerage
Lenexa, KansasCRD #168203
Typical Fee--
AUM$346M
Minimum--
Clients4,082

COPPER HARBOR INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #169978
Typical Fee--
AUM$665M
Minimum--
Clients228

COPPER LEAF FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williston, VermontCRD #285378
Typical Fee--
AUM$220M
Minimum--
Clients552

COPPERLEAF CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, North CarolinaCRD #117823
Typical Fee--
AUM$250M
Minimum--
Clients957

COPPERLINE WEALTH MANAGEMENT & PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cody, WyomingCRD #335796
Typical Fee--
AUM$118M
Minimum--
Clients699

COPPERPLATE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #174528
Typical Fee--
AUM$208M
Minimum--
Clients3

COPPERWOOD FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Burr Ridge, IllinoisCRD #310859
Typical Fee--
AUM$108M
Minimum--
Clients748

COQUINA PRIVATE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Port Charlotte, FloridaCRD #333615
Typical Fee--
AUM$418M
Minimum--
Clients1,519

CORA CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marlton, New JerseyCRD #318134
Typical Fee--
AUM$588M
Minimum--
Clients1,755

CORAL TREE MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #313118
Typical Fee--
AUM$510M
Minimum--
Clients2

CORAL WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #307117
Typical Fee--
AUM$104M
Minimum--
Clients629

CORAZON GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chicago, IllinoisCRD #285865
Typical Fee--
AUM$231M
Minimum--
Clients5

CORBEL CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #171849
Typical Fee--
AUM$1.2B
Minimum--
Clients17

CORBETT ROAD CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Mclean, VirginiaCRD #305063
Typical Fee--
AUM$146M
Minimum--
Clients336

CORBIN CAPITAL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #130819
Typical Fee--
AUM$10.5B
Minimum--
Clients26

CORBYN INVESTMENT MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lutherville, MarylandCRD #104716
Typical Fee--
AUM$976M
Minimum--
Clients456

CORDA INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #108046
Typical Fee--
AUM$2.0B
Minimum--
Clients3,099

CORDANT WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #152395
Typical Fee--
AUM$338M
Minimum--
Clients978

CORDATUS WEALTH MANAGEMENT LLC

Also Compensated via Brokerage
Yardley, PennsylvaniaCRD #282871
Typical Fee--
AUM$526M
Minimum--
Clients907

CORDILLERA INVESTMENT PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #277036
Typical Fee--
AUM$1.6B
Minimum--
Clients25

CORDINGLEY & PARKINSON WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rexburg, IdahoCRD #326719
Typical Fee--
AUM$230M
Minimum--
Clients809

CORDIS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #294766
Typical Fee--
AUM$361M
Minimum--
Clients856

CORDOBA ADVISORY PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #310199
Typical Fee--
AUM$2.6B
Minimum--
Clients57

CORDOBA CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #329644
Typical Fee--
AUM$79M
Minimum--
Clients11

CORE ADVISORY GROUP

Clean RecordAlso Compensated via Brokerage
Rock Hill, South CarolinaCRD #306661
Typical Fee--
AUM$297M
Minimum--
Clients1,628

CORE ALPHA, INC.

Clean RecordAlso Compensated via Brokerage
Rochester, New YorkCRD #119635
Typical Fee--
AUM$113M
Minimum--
Clients761
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