All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

SEQUOIA CAPITAL OPERATIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #157373
Typical Fee--
AUM$60.5B
Minimum--
Clients64

SEQUOIA FINANCIAL GROUP, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #117756
Typical Fee--
AUM$23.0B
Minimum--
Clients28,338

SEQUOIA WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Barrington, IllinoisCRD #170543
Typical Fee--
AUM$514M
Minimum--
Clients2,698

SER CAPITAL PARTNERS MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Redwood City, CaliforniaCRD #307713
Typical Fee--
AUM$677M
Minimum--
Clients12

SERAPH CAPITAL ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bartlesville, OklahomaCRD #165754
Typical Fee--
AUM$78M
Minimum--
Clients442

SERENGETI ASSET MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #156366
Typical Fee--
AUM$1.1B
Minimum--
Clients46

SERENITY CAPITAL ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #332396
Typical Fee--
AUM$63M
Minimum--
Clients129

SERENITY INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chicago, IllinoisCRD #307924
Typical Fee--
AUM$514M
Minimum--
Clients1,109

SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #160292
Typical Fee--
AUM$5.2B
Minimum--
Clients11

SERENUS WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #332034
Typical Fee2.00%
AUM$1.3B
Minimum--
Clients1,354

SEROS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #166808
Typical Fee--
AUM$301M
Minimum--
Clients990

SERVATUS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naples, FloridaCRD #311428
Typical Fee--
AUM$110M
Minimum--
Clients25

SERVE CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #284027
Typical Fee--
AUM$1.9B
Minimum--
Clients11

SERVICE ACADEMY CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #226628
Typical Fee--
AUM$734M
Minimum--
Clients304

SERVO WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #159367
Typical Fee--
AUM$149M
Minimum--
Clients307

SESSA CAPITAL

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #166403
Typical Fee--
AUM$4.7B
Minimum--
Clients5

SESTANTE FAMILY OFFICE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coronado, CaliforniaCRD #335152
Typical Fee--
AUM$376M
Minimum--
Clients19

SETCHFIELD ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bradenton, FloridaCRD #113289
Typical Fee--
AUM$193M
Minimum--
Clients351

SETPOINT CAPITAL

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #328702
Typical Fee--
AUM$483M
Minimum--
Clients5

SETTANNI FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Armonk, New YorkCRD #298989
Typical Fee--
AUM$397M
Minimum--
Clients457

SEVEN BRIDGES ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #158722
Typical Fee--
AUM$4.6B
Minimum--
Clients175

SEVEN CANYONS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #290334
Typical Fee--
AUM$122M
Minimum--
Clients4

SEVEN GRAND MANAGERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bronxville, New YorkCRD #310026
Typical Fee--
AUM$399M
Minimum--
Clients7

SEVEN HILLS CAPITAL ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Cincinnati, OhioCRD #175280
Typical Fee--
AUM$113M
Minimum--
Clients367

SEVEN HILLS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tallahassee, FloridaCRD #143190
Typical Fee--
AUM$149M
Minimum--
Clients594

SEVEN MILE ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ewing, New JerseyCRD #324114
Typical Fee--
AUM$382M
Minimum--
Clients347

SEVEN POST INVESTMENT OFFICE LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157435
Typical Fee--
AUM$8.4B
Minimum--
Clients231

SEVEN SIX CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #299257
Typical Fee--
AUM$183M
Minimum--
Clients2

SEVEN SPRINGS WEALTH GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #127411
Typical Fee--
AUM$1.2B
Minimum--
Clients1,534

SEVENBRIDGE FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Harrisburg, PennsylvaniaCRD #281037
Typical Fee--
AUM$731M
Minimum--
Clients1,116
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