All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

SUMMITTX CAPITAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #333741
Typical Fee--
AUM$8.2B
Minimum--
Clients3

SUMNICHT & ASSOCIATES, LLC

Fee-Only, No ConflictsClean Record
Appleton, WisconsinCRD #111421
Typical Fee--
AUM$100M
Minimum--
Clients69

SUN CAPITAL ADVISORS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #155109
Typical Fee--
AUM$6.2B
Minimum--
Clients15

SUN GROUP WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #166372
Typical Fee--
AUM$224M
Minimum--
Clients589

SUN MOUNTAIN CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #151477
Typical Fee--
AUM$479M
Minimum--
Clients10

SUNAMERICA ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #107338
Typical Fee--
AUM$57.4B
Minimum--
Clients89

SUNBELT SECURITIES

Also Compensated via Brokerage
Houston, TexasCRD #42180
Typical Fee--
AUM$2.0B
Minimum--
Clients5,355

SUNBURST FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vestavia Hills, AlabamaCRD #283605
Typical Fee--
AUM$808M
Minimum--
Clients2,346

SUNCOAST EQUITY MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #108289
Typical Fee--
AUM$1.9B
Minimum--
Clients810

SUNDANCE BAY

Fee-Only, No ConflictsClean Record
Salt Lake City, UtahCRD #301868
Typical Fee--
AUM$2.1B
Minimum--
Clients8

SUNDIAL WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #321900
Typical Fee--
AUM$126M
Minimum--
Clients113

SUNDOWNER CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #146253
Typical Fee--
AUM$77M
Minimum--
Clients150

SUNDVOLD FINANCIAL

Fee-Only, No ConflictsClean Record
Columbia, MissouriCRD #108176
Typical Fee--
AUM$234M
Minimum--
Clients450

SUNESIS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #159114
Typical Fee--
AUM$1.2B
Minimum--
Clients489

SUNFLOWER WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salina, KansasCRD #269963
Typical Fee--
AUM$764M
Minimum--
Clients1

SUNPOINTE INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #282505
Typical Fee--
AUM$791M
Minimum--
Clients1,085

SUNRISE FINANCIAL SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burien, WashingtonCRD #325955
Typical Fee--
AUM$151M
Minimum--
Clients682

SUNRISE MANAGER LLC

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #330704
Typical Fee--
AUM$319M
Minimum--
Clients1

SUNRIVER MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwich, ConnecticutCRD #281277
Typical Fee--
AUM$1.2B
Minimum--
Clients7

SUNSTATE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #317453
Typical Fee--
AUM$203M
Minimum--
Clients7

SUNSTONE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #324002
Typical Fee--
AUM$96M
Minimum--
Clients9

SUNSTONE ASSET MANAGEMENT

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #328895
Typical Fee--
AUM$181M
Minimum--
Clients4

SUNSTONE PARTNERS

Fee-Only, No ConflictsClean Record
San Mateo, CaliforniaCRD #305064
Typical Fee--
AUM$2.0B
Minimum--
Clients8

SUNTX CAPITAL MANAGEMENT CORP.

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #161332
Typical Fee--
AUM$471M
Minimum--
Clients3

SUPERBLOOM PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Venice, CaliforniaCRD #330218
Typical Fee--
AUM$239M
Minimum--
Clients1

SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

Clean RecordAlso Compensated via Brokerage
San Diego, CaliforniaCRD #130711
Typical Fee--
AUM$192M
Minimum--
Clients810

SUPERSTATE ADVISERS LLC

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #336188
Typical Fee--
AUM$295M
Minimum--
Clients2

SUPERSTRING CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #305743
Typical Fee--
AUM$218M
Minimum--
Clients6

SURGOCAP PARTNERS LP

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #323078
Typical Fee--
AUM$4.8B
Minimum--
Clients3

SURIENCE PRIVATE WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Yakima, WashingtonCRD #313055
Typical Fee1.75%
AUM$125M
Minimum--
Clients334
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