All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

WAVE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Frisco, TexasCRD #285079
Typical Fee--
AUM$134M
Minimum--
Clients447

WAVELENGTH CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #167725
Typical Fee--
AUM$104M
Minimum--
Clients1

WAVERLEY WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mountain View, CaliforniaCRD #156023
Typical Fee1.00%
AUM$201M
Minimum$500,000
Clients359

WAVERLY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #115332
Typical Fee--
AUM$28.3B
Minimum--
Clients34,313

WAVVEST WEALTH

Fee-Only, No ConflictsClean Record
Chicago, IllinoisCRD #332096
Typical Fee--
AUM$745K
Minimum--
Clients13

WAYCROSS INVESTMENT MANAGEMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellingham, WashingtonCRD #105034
Typical Fee--
AUM$217M
Minimum--
Clients334

WAYCROSS PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #153838
Typical Fee--
AUM$866M
Minimum--
Clients48

WAYFINDING FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lynnwood, WashingtonCRD #306208
Typical Fee--
AUM$353M
Minimum--
Clients925

WAYPOINT CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Stamford, ConnecticutCRD #333573
Typical Fee--
AUM$243M
Minimum--
Clients6

WAYPOINT STRATEGIC ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Summerville, South CarolinaCRD #152077
Typical Fee--
AUM$136M
Minimum--
Clients728

WAYPOINT WEALTH COUNSEL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #171822
Typical Fee--
AUM$664M
Minimum--
Clients878

WAYPOINT WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
Timonium, MarylandCRD #155574
Typical Fee--
AUM$242M
Minimum--
Clients555

WAYPOINTS FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Sebring, FloridaCRD #157494
Typical Fee--
AUM$134M
Minimum--
Clients629

WAYSTONE ASSET MANAGEMENT (USA) LLC

Fee-Only, No ConflictsClean Record
Chicago, IllinoisCRD #315393
Typical Fee--
AUM$131M
Minimum--
Clients1

WAYZATA INVESTMENT PARTNERS LLC

Fee-Only, No Conflicts
Wayzata, MinnesotaCRD #132046
Typical Fee--
AUM$46M
Minimum--
Clients2

WAZEE STREET CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Greenwood Village, ColoradoCRD #159165
Typical Fee--
AUM$188M
Minimum--
Clients4

WBH ADVISORY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #105289
Typical Fee--
AUM$1.7B
Minimum--
Clients2,335

WBI INVESTMENTS, LLC

Fee-OnlyAlso Compensated via Product Sales
Red Bank, New JerseyCRD #106336
Typical Fee--
AUM$553M
Minimum--
Clients1,328

WCAS MANAGEMENT CORPORATION

Fee-OnlyAlso Compensated via Product Sales
New York, New YorkCRD #155695
Typical Fee--
AUM$13.4B
Minimum--
Clients22

WCM INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Laguna Beach, CaliforniaCRD #104702
Typical Fee--
AUM$74.7B
Minimum--
Clients6,438

WE ALLIANCE WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roseville, CaliforniaCRD #175405
Typical Fee--
AUM$207M
Minimum--
Clients327

WE FAMILY OFFICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #109869
Typical Fee--
AUM$15.4B
Minimum--
Clients107

WE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #298549
Typical Fee--
AUM$127M
Minimum--
Clients648

WEA FINANCIAL ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Madison, WisconsinCRD #144919
Typical Fee--
AUM$554M
Minimum--
Clients620

WEALTH ADVISORS GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #122050
Typical Fee--
AUM$1.1B
Minimum--
Clients2,848

WEALTH ADVISORS GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coralville, IowaCRD #291648
Typical Fee--
AUM$216M
Minimum--
Clients787

WEALTH ADVISORS NETWORK, INC.

Clean RecordAlso Compensated via Brokerage
Hastings, NebraskaCRD #113836
Typical Fee--
AUM$300M
Minimum--
Clients740

WEALTH ADVISORS NW

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #284468
Typical Fee--
AUM$300M
Minimum--
Clients1,139

WEALTH ADVISORS OF IOWA, LLC

Clean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #115088
Typical Fee--
AUM$453M
Minimum--
Clients1,203

WEALTH ADVISORS OF TAMPA BAY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #162724
Typical Fee--
AUM$401M
Minimum--
Clients381
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