All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

CAISSA WEALTH STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #150458
Typical Fee--
AUM$286M
Minimum--
Clients593

CAITLIN JOHN, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brighton, MichiganCRD #154494
Typical Fee--
AUM$183M
Minimum--
Clients1,005

CAIUS CAPITAL US LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #322911
Typical Fee--
AUM$1.7B
Minimum--
Clients5

CALABASAS ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #288224
Typical Fee--
AUM$250M
Minimum--
Clients1,104

CALAMITA WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #153316
Typical Fee--
AUM$138M
Minimum--
Clients391

CALAMOS ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #105758
Typical Fee--
AUM$38.2B
Minimum--
Clients1,662

CALAMOS PRIVATE EQUITY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #326913
Typical Fee--
AUM--
Minimum--
Clients--

CALAMOS WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #143490
Typical Fee--
AUM$4.1B
Minimum--
Clients3,434

CALCULATED WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #318985
Typical Fee--
AUM$201M
Minimum--
Clients194

CALDER FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ada, MichiganCRD #143973
Typical Fee--
AUM$261M
Minimum--
Clients1,319

CALDERWOOD FINANCIAL STRATEGIES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #313466
Typical Fee--
AUM$216M
Minimum--
Clients69

CALDWELL ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Brentwood, TennesseeCRD #144408
Typical Fee--
AUM$339M
Minimum--
Clients493

CALDWELL SUTTER CAPITAL, INC.

Also Compensated via Brokerage
Sausalito, CaliforniaCRD #10489
Typical Fee1.00%
AUM$606M
Minimum--
Clients1,249

CALEDONIA US, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #291463
Typical Fee--
AUM$4.5B
Minimum--
Clients11

CALEO CAPITAL N.A. LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ponte Vedra, FloridaCRD #308542
Typical Fee--
AUM$101M
Minimum--
Clients190

CALERA CAPITAL ADVISORS, LP

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #158050
Typical Fee--
AUM$2.9B
Minimum--
Clients13

CALIBER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #331165
Typical Fee1.50%
AUM$1.2B
Minimum--
Clients4,598

CALIFORNIA CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burbank, CaliforniaCRD #130734
Typical Fee--
AUM$358M
Minimum--
Clients867

CALIFORNIA FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Ramon, CaliforniaCRD #110152
Typical Fee--
AUM$2.3B
Minimum--
Clients3,547

CALIGAN PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #289887
Typical Fee--
AUM$419M
Minimum--
Clients7

CALIXTO GLOBAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #171687
Typical Fee--
AUM$56M
Minimum--
Clients2

CALLAHAN ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #114058
Typical Fee--
AUM$1.2B
Minimum--
Clients1,314

CALLAHAN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Steamboat Springs, ColoradoCRD #110568
Typical Fee--
AUM$194M
Minimum--
Clients1,441

CALLAN

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #107687
Typical Fee--
AUM$37.8B
Minimum--
Clients25

CALLAN FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #317446
Typical Fee--
AUM$6.7B
Minimum--
Clients1,848

CALLAWAY CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #285709
Typical Fee--
AUM$174M
Minimum--
Clients4

CALLODINE CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #297115
Typical Fee--
AUM$787M
Minimum--
Clients6

CALLODINE CREDIT MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #313165
Typical Fee--
AUM$467M
Minimum--
Clients2

CALMWATER CAPITAL

Fee-Only, No ConflictsClean Record
El Segundo, CaliforniaCRD #282617
Typical Fee--
AUM$1.2B
Minimum--
Clients7

CALPA ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kirkland, WashingtonCRD #318008
Typical Fee--
AUM--
Minimum--
Clients--
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