All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

PARTNERSHIP WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Towson, MarylandCRD #285718
Typical Fee--
AUM$235M
Minimum--
Clients485

PARVIN ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sioux Falls, South DakotaCRD #315701
Typical Fee--
AUM$141M
Minimum--
Clients314

PARVIN FUND MANAGEMENT

Fee-Only, No ConflictsClean Record
Sioux Falls, South DakotaCRD #311304
Typical Fee--
AUM$6M
Minimum--
Clients1

PASADENA PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #295178
Typical Fee--
AUM$1.6B
Minimum--
Clients2,124

PASI INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Farmington, ConnecticutCRD #145640
Typical Fee--
AUM$564M
Minimum--
Clients467

PASQUA WEALTH SOLUTIONS

Fee-Only, No ConflictsClean Record
Palm City, FloridaCRD #139618
Typical Fee--
AUM$130M
Minimum--
Clients53

PASSAIC PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newark, New JerseyCRD #313290
Typical Fee--
AUM$1.4B
Minimum--
Clients16

PASSIVE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Syracuse, New YorkCRD #142870
Typical Fee--
AUM$997M
Minimum--
Clients428

PASSIVE MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #314627
Typical Fee--
AUM$31M
Minimum--
Clients174

PASSPORT CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #134484
Typical Fee--
AUM$346M
Minimum--
Clients14

PASSPORT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cornelius, North CarolinaCRD #297449
Typical Fee--
AUM$115M
Minimum--
Clients409

PATH DIGITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Chicago, IllinoisCRD #312983
Typical Fee--
AUM$150K
Minimum--
Clients1

PATHFINDER 360 MANAGEMENTCO, LLC

Fee-Only, No ConflictsClean Record
Minnetonka, MinnesotaCRD #319211
Typical Fee--
AUM$327M
Minimum--
Clients3

PATHFINDER WEALTH CONSULTING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, North CarolinaCRD #336658
Typical Fee--
AUM$866M
Minimum--
Clients1,895

PATHLIGHT CAPITAL

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #291106
Typical Fee--
AUM$2.5B
Minimum--
Clients11

PATHMONT INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #299217
Typical Fee--
AUM$157M
Minimum--
Clients67

PATHSTONE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Englewood, New JerseyCRD #151736
Typical Fee--
AUM$100.4B
Minimum--
Clients26,320

PATHVIEW WEALTH ADVISORS

Fee-Only, No ConflictsClean Record
San Diego, CaliforniaCRD #308292
Typical Fee--
AUM$580M
Minimum--
Clients1,332

PATHWAY CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #108016
Typical Fee--
AUM$92.9B
Minimum--
Clients115

PATHWAY FINANCIAL ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Auburn, IndianaCRD #166237
Typical Fee--
AUM$443M
Minimum--
Clients1,690

PATHWAY FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Burlington, VermontCRD #124801
Typical Fee--
AUM$895M
Minimum--
Clients955

PATHWAY PARTNERS WEALTH ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Amherst, New YorkCRD #323507
Typical Fee--
AUM$79M
Minimum--
Clients635

PATHWAYS ADVISORY GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fresno, CaliforniaCRD #143817
Typical Fee--
AUM$388M
Minimum--
Clients1,013

PATHWISE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #174215
Typical Fee--
AUM$255M
Minimum--
Clients505

PATHWORKS FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Novi, MichiganCRD #138393
Typical Fee--
AUM$279M
Minimum--
Clients1,034

PATIENT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #307336
Typical Fee--
AUM$2.1B
Minimum--
Clients7

PATIENT SQUARE CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #312203
Typical Fee--
AUM$12.0B
Minimum--
Clients26

PATRICK FINANCIAL GROUP LLC.

Fee-Only, No ConflictsClean Record
Brighton, MichiganCRD #124610
Typical Fee--
AUM$144M
Minimum--
Clients1,232

PATRICK M. SWEENEY & ASSOCIATES, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Libertyville, IllinoisCRD #112802
Typical Fee--
AUM$217M
Minimum--
Clients293

PATRICOF CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #320902
Typical Fee--
AUM$213M
Minimum--
Clients33
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