All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

CAPITAL WEALTH PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naples, FloridaCRD #150764
Typical Fee--
AUM$11.4B
Minimum--
Clients11,690

CAPITAL WEST PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #130762
Typical Fee--
AUM$300M
Minimum--
Clients177

CAPITAL Z PARTNERS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Naples, FloridaCRD #157048
Typical Fee--
AUM$1.9B
Minimum--
Clients5

CAPITALA PRIVATE ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #283527
Typical Fee--
AUM$494M
Minimum--
Clients9

CAPITALSPRING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #161372
Typical Fee--
AUM$2.7B
Minimum--
Clients13

CAPITOL FAMILY OFFICE, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #312005
Typical Fee--
AUM$137M
Minimum--
Clients524

CAPITOL FINANCIAL CONSULTANTS, INC.

Clean RecordAlso Compensated via Product Sales
Mclean, VirginiaCRD #109800
Typical Fee--
AUM$231M
Minimum--
Clients419

CAPITOL MERIDIAN PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #319080
Typical Fee--
AUM$1.4B
Minimum--
Clients14

CAPITOL PRIVATE WEALTH GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vienna, VirginiaCRD #283257
Typical Fee--
AUM$562M
Minimum--
Clients2,157

CAPITOL SECURITIES MANAGEMENT, INC.

Also Compensated via Brokerage
Glen Allen, VirginiaCRD #14169
Typical Fee--
AUM$1.8B
Minimum--
Clients3,745

CAPITOLIS ADVISORS LLC

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #290462
Typical Fee--
AUM$100M
Minimum--
Clients4

CAPRA CREDIT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #281736
Typical Fee--
AUM$196M
Minimum--
Clients3

CAPRA IBEX CREDIT OPPORTUNITIES, LLC

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #332538
Typical Fee--
AUM$196M
Minimum--
Clients3

CAPRI EGM, LLC

Fee-Only, No ConflictsClean Record
Chicago, IllinoisCRD #304389
Typical Fee--
AUM--
Minimum--
Clients--

CAPRIA VENTURES LLC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #284129
Typical Fee--
AUM$152M
Minimum--
Clients10

CAPRICE CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Manhattan Beach, CaliforniaCRD #307048
Typical Fee--
AUM$214M
Minimum--
Clients3

CAPRICORN INVESTMENT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #147417
Typical Fee--
AUM$12.5B
Minimum--
Clients32

CAPROCK PARTNERS MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #296925
Typical Fee--
AUM$1.6B
Minimum--
Clients13

CAPSHIFT ADVISORS

Fee-Only, No ConflictsClean Record
West Newton, MassachusettsCRD #309860
Typical Fee--
AUM$495M
Minimum--
Clients131

CAPSOUTH WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dothan, AlabamaCRD #132517
Typical Fee--
AUM$884M
Minimum--
Clients1,509

CAPSTAR FINANCIAL SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #300349
Typical Fee--
AUM$173M
Minimum--
Clients611

CAPSTONE CAPITAL WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Henderson, NevadaCRD #123764
Typical Fee--
AUM$408M
Minimum--
Clients551

CAPSTONE FINANCIAL ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Downers Grove, IllinoisCRD #109341
Typical Fee--
AUM$2.4B
Minimum--
Clients4,008

CAPSTONE INVESTMENT ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
New York, New YorkCRD #155563
Typical Fee--
AUM$91.7B
Minimum--
Clients33

CAPSTONE INVESTMENT FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Webster, New YorkCRD #122575
Typical Fee--
AUM$175M
Minimum--
Clients1,015

CAPSTONE INVESTMENT GROUP

Also Compensated via Brokerage
Olympia, WashingtonCRD #159918
Typical Fee--
AUM$152M
Minimum--
Clients1,178

CAPSTONE RIA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellingham, WashingtonCRD #334343
Typical Fee--
AUM$241M
Minimum--
Clients636

CAPSTONE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Billings, MontanaCRD #130128
Typical Fee--
AUM$301M
Minimum--
Clients465

CAPSTONE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #287670
Typical Fee--
AUM$230M
Minimum--
Clients838

CAPSTONE WEALTH MANAGEMENT CORP.

Fee-OnlyAlso Compensated via Product Sales
Lakeland, FloridaCRD #165359
Typical Fee--
AUM$92M
Minimum--
Clients314
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