All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

BALANCE CASH MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #333867
Typical Fee--
AUM$13M
Minimum--
Clients88

BALANCE POINT CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Westport, ConnecticutCRD #264789
Typical Fee--
AUM$2.2B
Minimum--
Clients7

BALANCE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Worthington, OhioCRD #329589
Typical Fee--
AUM$348M
Minimum--
Clients2,019

BALANCED FINANCIAL PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #128161
Typical Fee--
AUM$181M
Minimum--
Clients80

BALANCED ROCK INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roslindale, MassachusettsCRD #157424
Typical Fee--
AUM$156M
Minimum--
Clients714

BALANCED WEALTH GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake, OhioCRD #328007
Typical Fee--
AUM$420M
Minimum--
Clients1,552

BALANZ

Fee-Only, No ConflictsClean Record
Coral Gables, FloridaCRD #322263
Typical Fee--
AUM$165M
Minimum--
Clients64

BALBEC CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #284363
Typical Fee--
AUM$7.2B
Minimum--
Clients21

BALBOA WEALTH PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #282329
Typical Fee--
AUM$1.0B
Minimum--
Clients2,416

BALDWIN INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Conshohocken, PennsylvaniaCRD #108922
Typical Fee--
AUM$1.2B
Minimum--
Clients685

BALDWIN WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marion, MassachusettsCRD #105343
Typical Fee--
AUM$2.4B
Minimum--
Clients2,252

BALEEN CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #311438
Typical Fee--
AUM$193M
Minimum--
Clients3

BALEFIRE, LLC

Also Compensated via Brokerage
Dallas, TexasCRD #168733
Typical Fee--
AUM$1.2B
Minimum--
Clients2,527

BALENTINE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #152511
Typical Fee--
AUM$5.3B
Minimum--
Clients3,796

BALLAST ADVISORS, LLC

Clean RecordAlso Compensated via Product Sales
Woodbury, MinnesotaCRD #285991
Typical Fee--
AUM$588M
Minimum--
Clients2,449

BALLAST ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #311116
Typical Fee--
AUM$206M
Minimum--
Clients2

BALLAST CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #282369
Typical Fee--
AUM$318M
Minimum--
Clients150

BALLAST FINANCIAL ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
West Chester, PennsylvaniaCRD #304430
Typical Fee--
AUM$276M
Minimum--
Clients1,378

BALLAST ROCK PRIVATE WEALTH

Clean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #322064
Typical Fee--
AUM$238M
Minimum--
Clients528

BALLAST, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #152695
Typical Fee--
AUM$752M
Minimum--
Clients1,888

BALLENTINE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #152802
Typical Fee--
AUM$12.0B
Minimum--
Clients6,877

BALLEW ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jackson, MississippiCRD #110522
Typical Fee--
AUM$1.1B
Minimum--
Clients1,752

BALLYROCK INVESTMENT ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #115324
Typical Fee--
AUM$8.4B
Minimum--
Clients20

BALMORAL MANAGEMENT II L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #164956
Typical Fee--
AUM$1.4B
Minimum--
Clients4

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, MarylandCRD #159388
Typical Fee--
AUM$2.8B
Minimum--
Clients4,975

BALYASNY ASSET MANAGEMENT L.P.

Fee-OnlyAlso Compensated via Product Sales
Chicago, IllinoisCRD #138111
Typical Fee--
AUM$265.2B
Minimum--
Clients40

BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC

Fee-OnlyAlso Compensated via Product Sales
New York, New YorkCRD #312792
Typical Fee--
AUM$92.2B
Minimum--
Clients27

BAM WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakewood, ColoradoCRD #330237
Typical Fee--
AUM$202M
Minimum--
Clients839

BAMBOO WEALTH STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #170093
Typical Fee--
AUM$236M
Minimum--
Clients807

BAMCO, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #110789
Typical Fee--
AUM$38.2B
Minimum--
Clients39
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