All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

PONDERA HOLDINGS LLC

Fee-Only, No ConflictsClean Record
Chicago, IllinoisCRD #315097
Typical Fee--
AUM$585M
Minimum--
Clients8

PONTA WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #330058
Typical Fee--
AUM$102M
Minimum--
Clients18

POOLIT FUND MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #322774
Typical Fee--
AUM--
Minimum--
Clients--

POPE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #113584
Typical Fee--
AUM$112M
Minimum--
Clients59

POPLAR POINT CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Burlingame, CaliforniaCRD #165411
Typical Fee--
AUM$104M
Minimum--
Clients2

PORT CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chicago, IllinoisCRD #206517
Typical Fee--
AUM$2.9B
Minimum--
Clients483

PORT STREET INVESTMENTS, LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #168596
Typical Fee--
AUM$201M
Minimum--
Clients1

PORTER WHITE INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #110876
Typical Fee--
AUM$748M
Minimum--
Clients329

PORTFOLIO ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Darien, ConnecticutCRD #105981
Typical Fee--
AUM$44.7B
Minimum--
Clients121

PORTFOLIO ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fresno, CaliforniaCRD #106111
Typical Fee--
AUM$224M
Minimum--
Clients755

PORTFOLIO ADVISORY COUNCIL,L.L.C.

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #107465
Typical Fee--
AUM$465M
Minimum--
Clients909

PORTFOLIO DESIGN LABS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encino, CaliforniaCRD #318127
Typical Fee--
AUM$502M
Minimum--
Clients481

PORTFOLIO DESIGN SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
River Falls, WisconsinCRD #131506
Typical Fee--
AUM$138M
Minimum--
Clients508

PORTFOLIO MANAGEMENT TECHNOLOGY

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #106135
Typical Fee--
AUM--
Minimum--
Clients--

PORTFOLIO MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #107129
Typical Fee--
AUM$144M
Minimum--
Clients339

PORTFOLIO MEDICS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bonita Springs, FloridaCRD #145958
Typical Fee--
AUM$553M
Minimum--
Clients3,702

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
Coral Gables, FloridaCRD #144601
Typical Fee2.75%
AUM$122M
Minimum--
Clients428

PORTFOLIO STRATEGIES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tacoma, WashingtonCRD #104685
Typical Fee--
AUM$55M
Minimum--
Clients354

PORTFOLIO STRATEGIES INC NY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Montvale, New JerseyCRD #106942
Typical Fee--
AUM$861M
Minimum--
Clients3,114

PORTFOLIO WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #145687
Typical Fee--
AUM$395M
Minimum--
Clients761

PORTLAND GLOBAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #109127
Typical Fee--
AUM$1.0B
Minimum--
Clients894

PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #171321
Typical Fee--
AUM$235M
Minimum--
Clients916

PORTOLAN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #157542
Typical Fee--
AUM$1.6B
Minimum--
Clients22

PORTSIDE WEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Provo, UtahCRD #325175
Typical Fee--
AUM$1.1B
Minimum--
Clients6,507

PORTUS WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #300558
Typical Fee--
AUM$204M
Minimum--
Clients528

POSITION WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #325116
Typical Fee--
AUM$242M
Minimum--
Clients215

POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Greenwich, ConnecticutCRD #331469
Typical Fee--
AUM$496M
Minimum--
Clients1

POST ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #108860
Typical Fee--
AUM$14.3B
Minimum--
Clients42

POST CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #161892
Typical Fee--
AUM$177M
Minimum--
Clients4

POST OAK PRIVATE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #159293
Typical Fee--
AUM$391M
Minimum--
Clients782
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