All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

PROSPERITY ROAD, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Ana, CaliforniaCRD #281894
Typical Fee--
AUM$157M
Minimum--
Clients167

PROSPERITY WEALTH MANAGEMENT, INC.

Also Compensated via Brokerage
San Ramon, CaliforniaCRD #174328
Typical Fee--
AUM$442M
Minimum--
Clients2,832

PROSPERITY WEALTH PLANNING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #315163
Typical Fee--
AUM$216M
Minimum--
Clients583

PROSPETTIVA FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #148760
Typical Fee--
AUM$116M
Minimum--
Clients292

PROSSER CREEK ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Corte Madera, CaliforniaCRD #318883
Typical Fee1.50%
AUM$136M
Minimum--
Clients2

PROSSIMO ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #289347
Typical Fee--
AUM$196M
Minimum--
Clients90

PROSTAR CAPITAL (US) LLC

Fee-Only, No ConflictsClean Record
Greenwich, ConnecticutCRD #166523
Typical Fee--
AUM$756M
Minimum--
Clients3

PROSTATIS FINANCIAL ADVISORS GROUP

Fee-Only, No Conflicts
Hanover, MarylandCRD #132662
Typical Fee--
AUM$509M
Minimum--
Clients4,217

PROTA FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #283776
Typical Fee--
AUM$270M
Minimum--
Clients1,808

PROTERRA INVESTMENT PARTNERS LP

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #282051
Typical Fee1.00%
AUM$3.6B
Minimum--
Clients26

PROTEUS, LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #164085
Typical Fee--
AUM$218M
Minimum--
Clients23

PROTOCOL WEALTH, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #335298
Typical Fee--
AUM$127M
Minimum--
Clients44

PROVENANCE MANAGEMENT CO., LP

Fee-Only, No ConflictsClean Record
Beverly Hills, CaliforniaCRD #307347
Typical Fee--
AUM$392M
Minimum--
Clients8

PROVENANCE WEALTH ADVISORS

Clean RecordAlso Compensated via Brokerage
Fort Lauderdale, FloridaCRD #126529
Typical Fee--
AUM$4.4B
Minimum--
Clients4,358

PROVENIO CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #333009
Typical Fee--
AUM$1.6B
Minimum--
Clients128

PROVIDENCE CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #174631
Typical Fee--
AUM$916M
Minimum--
Clients2,494

PROVIDENCE EQUITY PARTNERS L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #155678
Typical Fee--
AUM$22.7B
Minimum--
Clients38

PROVIDENCE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #124839
Typical Fee1.50%
AUM$428M
Minimum--
Clients559

PROVIDENCE FINANCIAL AND INSURANCES, INC.

Clean RecordAlso Compensated via Product Sales
Woodland Hills, CaliforniaCRD #141988
Typical Fee--
AUM$190M
Minimum--
Clients1,362

PROVIDENCE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Frankfort, IllinoisCRD #153646
Typical Fee--
AUM$601M
Minimum--
Clients1,282

PROVIDENCE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #144902
Typical Fee--
AUM$150M
Minimum--
Clients661

PROVIDENT FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #291830
Typical Fee--
AUM$155M
Minimum--
Clients319

PROVIDENT INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Novi, MichiganCRD #106976
Typical Fee--
AUM$1.2B
Minimum--
Clients349

PROVIDENT LIVING FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #282665
Typical Fee--
AUM$130M
Minimum--
Clients465

PROVIDENT TRUST COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #110118
Typical Fee--
AUM$6.9B
Minimum--
Clients1,037

PROVIDENT WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #130417
Typical Fee--
AUM$697M
Minimum--
Clients1,195

PROVIDER FINANCIAL, INC.

Clean RecordAlso Compensated via Brokerage
Indianapolis, IndianaCRD #168964
Typical Fee--
AUM$304M
Minimum--
Clients735

PROVISE MANAGEMENT GROUP, LLC

Also Compensated via Product Sales
Clearwater, FloridaCRD #105375
Typical Fee--
AUM$1.8B
Minimum--
Clients3,439

PROWELL FINANCIAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Exton, PennsylvaniaCRD #281762
Typical Fee--
AUM$8.1B
Minimum--
Clients367

PROXY WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Windermere, FloridaCRD #298080
Typical Fee0.30%
AUM$90M
Minimum--
Clients700
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