All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

PEACHTREE WEALTH ADVISORS, INC

Clean RecordAlso Compensated via Brokerage
Atlanta, GeorgiaCRD #139779
Typical Fee--
AUM$347M
Minimum--
Clients1,274

PEAK AMERICAN INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #145056
Typical Fee--
AUM$126M
Minimum--
Clients614

PEAK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, ColoradoCRD #106944
Typical Fee--
AUM$910M
Minimum--
Clients1,058

PEAK CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #141488
Typical Fee--
AUM$148M
Minimum--
Clients310

PEAK FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #115207
Typical Fee--
AUM$252M
Minimum--
Clients402

PEAK FINANCIAL CONSULTING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #291860
Typical Fee--
AUM$132M
Minimum--
Clients371

PEAK FINANCIAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #110559
Typical Fee--
AUM$453M
Minimum--
Clients1,535

PEAK FINANCIAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Broomfield, ColoradoCRD #281223
Typical Fee--
AUM$109M
Minimum--
Clients156

PEAK INVESTMENT ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #113967
Typical Fee--
AUM$140M
Minimum--
Clients196

PEAK PLANNING GROUP, LLC

Clean RecordAlso Compensated via Product Sales
Centennial, ColoradoCRD #289891
Typical Fee--
AUM$651M
Minimum--
Clients2,086

PEAK RETIREMENT PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #317592
Typical Fee--
AUM$416M
Minimum--
Clients2,940

PEAK ROCK CAPITAL LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #165138
Typical Fee--
AUM$4.6B
Minimum--
Clients22

PEAK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #332411
Typical Fee1.00%
AUM$39M
Minimum--
Clients127

PEAK WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashua, New HampshireCRD #281036
Typical Fee--
AUM$156M
Minimum--
Clients465

PEAK WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plymouth, MichiganCRD #166944
Typical Fee--
AUM$352M
Minimum--
Clients1,788

PEAK WEALTH SOLUTIONS

Clean RecordAlso Compensated via Brokerage
Pepper Pike, OhioCRD #127391
Typical Fee--
AUM$789M
Minimum--
Clients2,040

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.

Fee-Only, No ConflictsClean Record
Villanova, PennsylvaniaCRD #281131
Typical Fee--
AUM$309M
Minimum--
Clients3

PEAKLINE PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Chicago, IllinoisCRD #306449
Typical Fee--
AUM$2.6B
Minimum--
Clients54

PEAKSHARES LLC

Fee-Only, No Conflicts
Tampa, FloridaCRD #329193
Typical Fee--
AUM$17M
Minimum--
Clients1

PEAKVALLEY WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roanoke, VirginiaCRD #165542
Typical Fee--
AUM$130M
Minimum--
Clients481

PEAKVIEW CAPITAL

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #305663
Typical Fee--
AUM$568M
Minimum--
Clients9

PEAPOD LANE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford Hills, New YorkCRD #159963
Typical Fee--
AUM$108M
Minimum--
Clients34

PEAR TREE ADVISORS, INC.

Fee-Only, No Conflicts
Lincoln, MassachusettsCRD #104576
Typical Fee--
AUM$3.1B
Minimum--
Clients1

PEARL LANE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #172681
Typical Fee--
AUM$84M
Minimum--
Clients7

PEARL PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dexter, MichiganCRD #336568
Typical Fee--
AUM$313M
Minimum--
Clients949

PEARL WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #299508
Typical Fee--
AUM$149M
Minimum--
Clients338

PEARSON CREEK CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chicago, IllinoisCRD #160354
Typical Fee--
AUM$247M
Minimum--
Clients82

PEB CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #315241
Typical Fee--
AUM$171M
Minimum--
Clients461

PECAUT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sioux City, IowaCRD #2997
Typical Fee0.38%
AUM$382M
Minimum--
Clients554

PECONIC ASSET PLANNING

Fee-Only, No ConflictsClean Record
Riverhead, New YorkCRD #310121
Typical Fee--
AUM$65M
Minimum--
Clients206
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