All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

OSBON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #134731
Typical Fee--
AUM$182M
Minimum--
Clients238

OSBORNE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #108100
Typical Fee--
AUM$2.4B
Minimum--
Clients2,015

OSCEOLA CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #301565
Typical Fee--
AUM$363M
Minimum--
Clients3

OSPRAIE MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rye, New YorkCRD #305479
Typical Fee--
AUM$1.3B
Minimum--
Clients5

OSPREY CAPITAL MANAGEMENT CORP.

Fee-OnlyAlso Compensated via Product Sales
Miami Beach, FloridaCRD #172524
Typical Fee--
AUM$197M
Minimum--
Clients1

OSPREY PRIVATE WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #331295
Typical Fee--
AUM$162M
Minimum--
Clients47

OSTERWEIS CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #105421
Typical Fee--
AUM$452M
Minimum--
Clients39

OSTERWEIS CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #109580
Typical Fee--
AUM$7.6B
Minimum--
Clients323

OSTROFE FINANCIAL CONSULTANTS INC

Clean RecordAlso Compensated via Brokerage
Grass Valley, CaliforniaCRD #110064
Typical Fee--
AUM$386M
Minimum--
Clients1,625

OT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #328812
Typical Fee--
AUM$15M
Minimum--
Clients1

OT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #284192
Typical Fee--
AUM$211M
Minimum--
Clients48

OTRO CAPITAL

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #327232
Typical Fee--
AUM$839M
Minimum--
Clients5

OTTO & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norwich, VermontCRD #109493
Typical Fee--
AUM$250M
Minimum--
Clients605

OUELLETTE WEALTH ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, MassachusettsCRD #289242
Typical Fee--
AUM$274M
Minimum--
Clients763

OUTBOUND FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boulder, ColoradoCRD #287697
Typical Fee--
AUM$118M
Minimum--
Clients321

OUTCOME DRIVEN STRATEGIES, LLC

Fee-Only, No ConflictsClean Record
Hunt Valley, MarylandCRD #311398
Typical Fee--
AUM$235M
Minimum--
Clients334

OUTERLANDS CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #327602
Typical Fee--
AUM$49M
Minimum--
Clients5

OUTFITTER ENERGY MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #286213
Typical Fee--
AUM$197M
Minimum--
Clients1

OUTFITTER FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brunswick, MaineCRD #291413
Typical Fee--
AUM$157M
Minimum--
Clients69

OUTLOOK CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Arlington Heights, IllinoisCRD #132339
Typical Fee--
AUM$101M
Minimum--
Clients83

OUTLOOK WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #291465
Typical Fee--
AUM$543M
Minimum--
Clients570

OUTRUNNER CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #331377
Typical Fee--
AUM$233M
Minimum--
Clients100

OUTWING PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #322444
Typical Fee--
AUM$302M
Minimum--
Clients66

OVERBROOK MANAGEMENT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #117884
Typical Fee--
AUM$1.1B
Minimum--
Clients315

OVERLAND ADVISORS, LLC

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #325525
Typical Fee--
AUM$2.6B
Minimum--
Clients1

OVERRIDGE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #115009
Typical Fee--
AUM$368M
Minimum--
Clients1,401

OWEN LARUE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Elizabethtown, KentuckyCRD #289436
Typical Fee--
AUM$343M
Minimum--
Clients1,064

OWL CREEK ASSET MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #139371
Typical Fee--
AUM$2.3B
Minimum--
Clients11

OWL CREEK WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #331850
Typical Fee0.95%
AUM$363M
Minimum$1M
Clients392

OWL VENTURES

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #172513
Typical Fee--
AUM$2.3B
Minimum--
Clients19
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