All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

OAK ASSOCIATES LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #108874
Typical Fee--
AUM$1.7B
Minimum--
Clients59

OAK CITY CONSULTING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wake Forest, North CarolinaCRD #162220
Typical Fee--
AUM$1.3B
Minimum--
Clients314

OAK CREEK PRIVATE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #306851
Typical Fee--
AUM$6M
Minimum--
Clients8

OAK CREST ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rochester, New YorkCRD #304255
Typical Fee--
AUM$70M
Minimum--
Clients404

OAK FAMILY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chicago, IllinoisCRD #141332
Typical Fee--
AUM$534M
Minimum--
Clients806

OAK HARBOR CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Las Vegas, NevadaCRD #169089
Typical Fee--
AUM$508M
Minimum--
Clients18

OAK HARBOR WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #311528
Typical Fee--
AUM$623M
Minimum--
Clients1,480

OAK HARVEST INVESTMENT SERVICES

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #173293
Typical Fee1.37%
AUM$941M
Minimum--
Clients2,633

OAK HILL ADVISORS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #125352
Typical Fee--
AUM$86.3B
Minimum--
Clients177

OAK HILL CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #136656
Typical Fee--
AUM$14.4B
Minimum--
Clients34

OAK LANE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Centerville, UtahCRD #140612
Typical Fee--
AUM$367M
Minimum--
Clients2,258

OAK RIDGE INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chicago, IllinoisCRD #107066
Typical Fee--
AUM$1.3B
Minimum--
Clients2,876

OAK STREET INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #288019
Typical Fee--
AUM$113M
Minimum--
Clients152

OAK TREE INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #111095
Typical Fee--
AUM$164M
Minimum--
Clients214

OAK WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Northbrook, IllinoisCRD #148832
Typical Fee--
AUM$321M
Minimum--
Clients594

OAKBOURNE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley Heights, New JerseyCRD #129112
Typical Fee--
AUM$284M
Minimum--
Clients1,013

OAKCLIFF PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #162325
Typical Fee--
AUM$302M
Minimum--
Clients2

OAKHURST ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #282057
Typical Fee--
AUM$1.2B
Minimum--
Clients22

OAKHURST CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #311802
Typical Fee--
AUM$79M
Minimum--
Clients7

OAKMONT ADVISORY GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #158890
Typical Fee--
AUM$127M
Minimum--
Clients491

OAKMONT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakmont, PennsylvaniaCRD #128939
Typical Fee--
AUM$3.1B
Minimum--
Clients975

OAKMONT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #112337
Typical Fee--
AUM$2.2B
Minimum--
Clients89

OAKMONT WEALTH ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, MarylandCRD #299021
Typical Fee1.25%
AUM$94M
Minimum--
Clients246

OAKRIDGE MANAGEMENT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Stamford, ConnecticutCRD #306284
Typical Fee--
AUM$1.1B
Minimum--
Clients107

OAKSTREET WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Magnolia, TexasCRD #288723
Typical Fee--
AUM$465M
Minimum--
Clients57

OAKTREE ADVISORS LLC

Clean RecordAlso Compensated via Brokerage
Coopersburg, PennsylvaniaCRD #168271
Typical Fee--
AUM$179M
Minimum--
Clients548

OAKTREE CAPITAL MANAGEMENT, L.P.

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106793
Typical Fee--
AUM$171.0B
Minimum--
Clients610

OAKTREE FUND ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #290193
Typical Fee--
AUM$11.6B
Minimum--
Clients13

OAKWELL PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #162096
Typical Fee--
AUM$462M
Minimum--
Clients902

OAKWOOD CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis Park, MinnesotaCRD #112399
Typical Fee--
AUM$260M
Minimum--
Clients1,001
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