All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

PIONEER WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #133429
Typical Fee--
AUM$399M
Minimum--
Clients1,658

PIONEX INVESTMENTS INC.

Fee-Only, No ConflictsClean Record
Princeton, New JerseyCRD #318475
Typical Fee--
AUM--
Minimum--
Clients--

PIPER HEARTLAND HEALTHCARE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #310044
Typical Fee--
AUM$221M
Minimum--
Clients1

PIPER SANDLER & CO.

Also Compensated via Brokerage
Minneapolis, MinnesotaCRD #665
Typical Fee--
AUM$2.0B
Minimum--
Clients1

PITCAIRN

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #333260
Typical Fee--
AUM$776M
Minimum--
Clients148

PITON INVESTMENT MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Garden City, New YorkCRD #282517
Typical Fee--
AUM$871M
Minimum--
Clients176

PITTENGER & ANDERSON INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #111033
Typical Fee--
AUM$3.0B
Minimum--
Clients2,261

PITTSBURGH FINANCIAL PLANNERS, INC.

Fee-Only, No ConflictsClean Record
Bridgeville, PennsylvaniaCRD #14155
Typical Fee--
AUM$161M
Minimum--
Clients500

PITZL FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Arden Hills, MinnesotaCRD #171441
Typical Fee--
AUM$498M
Minimum--
Clients1,892

PIVOT CAPITAL PARTNERS LLC

Clean RecordAlso Compensated via Brokerage
Chicago, IllinoisCRD #335324
Typical Fee--
AUM$139M
Minimum--
Clients6

PIVOT POINT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellaire, TexasCRD #130562
Typical Fee--
AUM$142M
Minimum--
Clients305

PIVOTAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #310612
Typical Fee--
AUM$412M
Minimum--
Clients18

PJS INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedarburg, WisconsinCRD #104701
Typical Fee--
AUM$787M
Minimum--
Clients1,320

PKS ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albany, New YorkCRD #125648
Typical Fee--
AUM$905M
Minimum--
Clients4,419

PKS INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salisbury, MarylandCRD #110147
Typical Fee--
AUM$242M
Minimum--
Clients878

PL CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naples, FloridaCRD #162083
Typical Fee--
AUM$305M
Minimum--
Clients6

PL3 CAPITAL LP

Fee-Only, No ConflictsClean Record
Sunny Isles Beach, FloridaCRD #331201
Typical Fee--
AUM$301M
Minimum--
Clients1

PLACEHOLDER MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #292362
Typical Fee--
AUM$345M
Minimum--
Clients3

PLAGENS & TAYLOR WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Angelo, TexasCRD #335178
Typical Fee--
AUM$279M
Minimum--
Clients758

PLAN A WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #287860
Typical Fee--
AUM$370M
Minimum--
Clients1,930

PLAN CONFIDENCE CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #283781
Typical Fee--
AUM--
Minimum--
Clients--

PLAN FINANCIAL

Fee-Only, No ConflictsClean Record
Fresno, CaliforniaCRD #44960
Typical Fee--
AUM$181M
Minimum--
Clients744

PLAN GROUP FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #116508
Typical Fee--
AUM$541M
Minimum--
Clients2,693

PLAN TO PROSPER WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ormond Beach, FloridaCRD #327660
Typical Fee--
AUM$234M
Minimum--
Clients651

PLAN2THRIVE FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eldridge, IowaCRD #317005
Typical Fee--
AUM$148M
Minimum--
Clients766

PLANCORP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #106599
Typical Fee--
AUM$7.3B
Minimum--
Clients6,711

PLANMEMBER ASSET MANAGEMENT CORPORATION

Fee-Only, No Conflicts
Carpinteria, CaliforniaCRD #289591
Typical Fee--
AUM--
Minimum--
Clients--

PLANMEMBER SECURITIES CORPORATION

Also Compensated via Brokerage
Carpinteria, CaliforniaCRD #11869
Typical Fee2.00%
AUM$9.0B
Minimum--
Clients68,978

PLANNED SOLUTIONS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Folsom, CaliforniaCRD #105052
Typical Fee--
AUM$540M
Minimum--
Clients2,126

PLANNING ALTERNATIVES LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, MichiganCRD #110268
Typical Fee--
AUM$1.3B
Minimum--
Clients683
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