All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

WHALE ROCK CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #140746
Typical Fee--
AUM$11.7B
Minimum--
Clients16

WHALEN CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wausau, WisconsinCRD #130016
Typical Fee--
AUM$152M
Minimum--
Clients577

WHALEN FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #311869
Typical Fee--
AUM$192M
Minimum--
Clients834

WHALEROCK POINT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #140781
Typical Fee--
AUM$1.0B
Minimum--
Clients345

WHARTON BUSINESS GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Malvern, PennsylvaniaCRD #133722
Typical Fee--
AUM$4.0B
Minimum--
Clients343

WHARTON MIDMARKET INVESTMENT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodbridge, ConnecticutCRD #301186
Typical Fee--
AUM$222M
Minimum--
Clients52

WHARTON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Malvern, PennsylvaniaCRD #281348
Typical Fee--
AUM$170M
Minimum--
Clients914

WHEELER RETIREMENT PLANS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Duluth, MinnesotaCRD #327889
Typical Fee--
AUM$618M
Minimum--
Clients78

WHEELHOUSE ADVISORY GROUP, LLC

Clean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #312806
Typical Fee--
AUM$272M
Minimum--
Clients1,601

WHELAN FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fresno, CaliforniaCRD #107227
Typical Fee--
AUM$782M
Minimum--
Clients1,718

WHETSTONE CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mission Woods, KansasCRD #155414
Typical Fee--
AUM$353M
Minimum--
Clients3

WHIPPLEWOOD ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Littleton, ColoradoCRD #282860
Typical Fee--
AUM$288M
Minimum--
Clients371

WHIPPOORWILL ASSOCIATES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #107497
Typical Fee--
AUM$45M
Minimum--
Clients3

WHISTLER CAPITAL PARTNERS LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #316528
Typical Fee--
AUM$1.8B
Minimum--
Clients5

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mansfield, OhioCRD #286093
Typical Fee--
AUM$713M
Minimum--
Clients8,041

WHITCOMB & HESS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ashland, OhioCRD #121064
Typical Fee--
AUM$491M
Minimum--
Clients2,800

WHITE & COMPANY FINANCIAL PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sunnyside, WashingtonCRD #115326
Typical Fee--
AUM$131M
Minimum--
Clients658

WHITE DEER

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #161361
Typical Fee--
AUM$1.4B
Minimum--
Clients15

WHITE HAT CAPITAL PARTNERS LP

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #288059
Typical Fee--
AUM$159M
Minimum--
Clients5

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Princeton, New JerseyCRD #302098
Typical Fee--
AUM$179M
Minimum--
Clients573

WHITE OAK FINANCIAL MANAGEMENT, INC

Clean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #142615
Typical Fee--
AUM$143M
Minimum--
Clients905

WHITE OAK GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #149659
Typical Fee--
AUM$5.4B
Minimum--
Clients63

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westerville, OhioCRD #157766
Typical Fee--
AUM$2.0B
Minimum--
Clients6

WHITE OAKS INVESTMENT MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #170016
Typical Fee--
AUM$427M
Minimum--
Clients11

WHITE OAKS WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #173522
Typical Fee--
AUM$530M
Minimum--
Clients228

WHITE PINE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #108417
Typical Fee--
AUM$364M
Minimum--
Clients352

WHITE PINE INVESTMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Livonia, MichiganCRD #111556
Typical Fee--
AUM$466M
Minimum--
Clients1,178

WHITE ROCK CAPITAL

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #114877
Typical Fee--
AUM$172M
Minimum--
Clients3

WHITE ROCK OIL & GAS HOLDINGS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #165255
Typical Fee--
AUM$209M
Minimum--
Clients4

WHITE ROCK RESOURCES HOLDINGS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #332560
Typical Fee--
AUM--
Minimum--
Clients--
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