All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

PLANNING WORKS ADVISORY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #317834
Typical Fee--
AUM$200M
Minimum--
Clients623

PLANPILOT

Fee-Only, No ConflictsClean Record
Chicago, IllinoisCRD #160319
Typical Fee--
AUM$5.6B
Minimum--
Clients29

PLANROCK WEALTH STRATEGIES, LLC

Fee-Only, No ConflictsClean Record
Franklin, TennesseeCRD #304803
Typical Fee--
AUM$64M
Minimum--
Clients115

PLANTE MORAN FINANCIAL ADVISORS

Fee-Only, No ConflictsClean Record
Southfield, MichiganCRD #112158
Typical Fee--
AUM$23.2B
Minimum--
Clients18,119

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

Clean RecordAlso Compensated via Insurance
Southfield, MichiganCRD #323718
Typical Fee--
AUM$243M
Minimum--
Clients1

PLANVEST FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Gaithersburg, MarylandCRD #290306
Typical Fee--
AUM$126M
Minimum--
Clients538

PLANWISER FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #331675
Typical Fee--
AUM$134M
Minimum--
Clients907

PLATFORM INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kansas City, MissouriCRD #159261
Typical Fee--
AUM$1.7B
Minimum--
Clients32

PLATFORM PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #286532
Typical Fee--
AUM$841M
Minimum--
Clients2

PLATFORM TECHNOLOGY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #305602
Typical Fee--
AUM$1.1B
Minimum--
Clients1,939

PLATFORM WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Holladay, UtahCRD #329313
Typical Fee--
AUM$329M
Minimum--
Clients557

PLATINUM EQUITY ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #161491
Typical Fee--
AUM$49.7B
Minimum--
Clients146

PLATT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #297487
Typical Fee--
AUM$391M
Minimum--
Clients663

PLATTE RIVER EQUITY

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #160667
Typical Fee--
AUM$1.4B
Minimum--
Clients15

PLEXUS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #310241
Typical Fee--
AUM$1.7B
Minimum--
Clients13

PLOOTUS

Fee-Only, No ConflictsClean Record
New Haven, ConnecticutCRD #314583
Typical Fee--
AUM--
Minimum--
Clients--

PLOTKIN FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chevy Chase, MarylandCRD #127635
Typical Fee1.10%
AUM$222M
Minimum--
Clients711

PLUM ISLAND PARTNERS LLC

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #337695
Typical Fee--
AUM$300M
Minimum--
Clients1

PLUM POINTE WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Providence, Rhode IslandCRD #332618
Typical Fee--
AUM$207M
Minimum--
Clients935

PLUS CAPITAL

Clean RecordAlso Compensated via Product Sales
Venice, CaliforniaCRD #167459
Typical Fee--
AUM$221M
Minimum--
Clients13

PLUS GROUP WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Belgium, WisconsinCRD #300714
Typical Fee--
AUM$159M
Minimum--
Clients1,050

PLUSCIOS MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Evanston, IllinoisCRD #146761
Typical Fee--
AUM$246M
Minimum--
Clients6

PLUSTICK MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #173707
Typical Fee--
AUM$197M
Minimum--
Clients3

PMB ADVISORS

Also Compensated via Product Sales
Larkspur, CaliforniaCRD #137495
Typical Fee--
AUM$117M
Minimum--
Clients232

PMD ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hoover, AlabamaCRD #159443
Typical Fee--
AUM$104M
Minimum--
Clients146

PMG FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #312154
Typical Fee--
AUM$144M
Minimum--
Clients296

PMG WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Hawthorn Woods, IllinoisCRD #285899
Typical Fee--
AUM$198M
Minimum--
Clients775

PMV CAPITAL ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #308010
Typical Fee--
AUM$93M
Minimum--
Clients106

PNC CAPITAL ADVISORS LLC

Fee-Only, No Conflicts
Baltimore, MarylandCRD #151829
Typical Fee--
AUM$42.6B
Minimum--
Clients573

PNC REAL ESTATE

Fee-OnlyAlso Compensated via Product Sales
Louisville, KentuckyCRD #172753
Typical Fee--
AUM$3.5B
Minimum--
Clients70
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