All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

MERGANSER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #169258
Typical Fee--
AUM$17.1B
Minimum--
Clients126

MERIDA CAPITAL HOLDINGS LLC

Fee-OnlyAlso Compensated via Product Sales
Rye, New YorkCRD #287784
Typical Fee--
AUM$211M
Minimum--
Clients11

MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #161478
Typical Fee--
AUM$8.4B
Minimum--
Clients32

MERIDIAN FINANCIAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Warrenton, VirginiaCRD #281969
Typical Fee--
AUM$511M
Minimum--
Clients1,398

MERIDIAN FINANCIAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Holliston, MassachusettsCRD #119679
Typical Fee--
AUM$258M
Minimum--
Clients745

MERIDIAN INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Little Rock, ArkansasCRD #110216
Typical Fee--
AUM$767M
Minimum--
Clients460

MERIDIAN INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #107593
Typical Fee--
AUM$533M
Minimum--
Clients1,094

MERIDIAN WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #140991
Typical Fee--
AUM$145M
Minimum--
Clients257

MERIDIAN WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #282609
Typical Fee--
AUM$1.5B
Minimum--
Clients1,440

MERIDIAN WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Lexington, KentuckyCRD #151523
Typical Fee--
AUM$3.9B
Minimum--
Clients8,802

MERIDIAN WEALTH PARTNERS, LLC

Fee-OnlyAlso Compensated via Product Sales
East Norriton, PennsylvaniaCRD #287768
Typical Fee0.50%
AUM$1.3B
Minimum--
Clients2,259

MERIDIANA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #306237
Typical Fee--
AUM$442M
Minimum--
Clients152

MERIDIEM CAPITAL PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #318498
Typical Fee--
AUM$1.2B
Minimum--
Clients1

MERION REALTY ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wynnewood, PennsylvaniaCRD #158507
Typical Fee--
AUM$68M
Minimum--
Clients2

MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C.

Fee-Only, No ConflictsClean Record
Chicago, IllinoisCRD #156890
Typical Fee--
AUM$1.1B
Minimum--
Clients4

MERIT ENERGY COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #109310
Typical Fee--
AUM$4.1B
Minimum--
Clients15

MERIT FINANCIAL ADVISORS

Clean RecordAlso Compensated via Brokerage
Alpharetta, GeorgiaCRD #142457
Typical Fee--
AUM$10.6B
Minimum--
Clients31,882

MERIT FINANCIAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Maspeth, New YorkCRD #141359
Typical Fee--
AUM$314M
Minimum--
Clients643

MERITAGE GROUP LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #142622
Typical Fee--
AUM$14.6B
Minimum--
Clients12

MERITAGE PORTFOLIO MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #107177
Typical Fee--
AUM$2.4B
Minimum--
Clients1,480

MERITAS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #148565
Typical Fee--
AUM$534M
Minimum--
Clients933

MERITED WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
North Bay Village, FloridaCRD #299549
Typical Fee--
AUM$143M
Minimum--
Clients783

MERITIS WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Potomac, MarylandCRD #336539
Typical Fee--
AUM$224M
Minimum--
Clients418

MERIWETHER WEALTH & PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minden, LouisianaCRD #310713
Typical Fee--
AUM$263M
Minimum--
Clients1,271

MERK INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #112305
Typical Fee--
AUM$3.1B
Minimum--
Clients2

MERKKURI WEALTH ADVISORS LLC

Clean RecordAlso Compensated via Brokerage
Jericho, New YorkCRD #330164
Typical Fee--
AUM$182M
Minimum--
Clients363

MERKLE RETIREMENT PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grimes, IowaCRD #297942
Typical Fee--
AUM$429M
Minimum--
Clients2,475

MEROS INVESTMENT MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #305152
Typical Fee--
AUM$229M
Minimum--
Clients10

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Also Compensated via Brokerage
New York, New YorkCRD #7691
Typical Fee1.75%
AUM$1.5T
Minimum--
Clients3,085,811

MERRION INVESTMENT MANAGEMENT CO, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cranford, New JerseyCRD #139143
Typical Fee--
AUM$245M
Minimum--
Clients75
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