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&Wealth Partners

Address: 1629 THAMES STREET BALTIMORE, MD 21231
Country: BALTIMORE
Phone: 410-844-3300
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Below Average
Potential Fee Level: Average
Amount of Firm Resources: Average

1 North Wealth Services

Address: 1997 ANNAPOLIS EXCHANGE PARKWAY ANNAPOLIS, MD 21401
Country: ANNAPOLIS
Phone: 410-975-0099
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Below Average
Potential Fee Level: Low
Amount of Firm Resources: Average

103 Advisory Group

Address: 231 S. LASALLE STREET CHICAGO, IL 60604
Country: CHICAGO
Phone: 312-543-8759
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Average
Amount of Firm Resources: Modest

1230 Advisors

Address: 25 AUTUMN RIDGE ROAD POUND RIDGE, NY 10576
Country: POUND RIDGE
Phone: (917) 692-1095
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Below Average
Potential Fee Level: High
Amount of Firm Resources: Modest

1620 Investment Advisors, Inc.

Address: 36 CORDAGE PARK CIRCLE PLYMOUTH, MA 2360
Country: PLYMOUTH
Phone: 508-830-4778
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Below Average
Potential Fee Level: Below Average
Amount of Firm Resources: Below Average

180 Wealth Advisors

Address: 32125 32ND AVENUE SOUTH, SUITE 100 FEDERAL WAY, WA 98001
Country: FEDERAL WAY
Phone: (253) 394-0720
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: High
Potential Fee Level: Above Average
Amount of Firm Resources: Above Average

1858 Wealth Management

Address: 3250 WEST MARKET STREET AKRON, OH 44333
Country: AKRON
Phone: (234) 678-5183
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Above Average
Potential Fee Level: Below Average
Amount of Firm Resources: Below Average

1919 Investment Counsel

Address: ONE SOUTH STREET BALTIMORE, MD 21202
Country: BALTIMORE
Phone: 410-454-2171
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Below Average
Potential Fee Level: Average
Amount of Firm Resources: Substantial

20/20 Capital Management, Inc

Address: 940 SOUTH COAST DRIVE COSTA MESA, CA 92626
Country: COSTA MESA
Phone: 714-433-1299
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Average
Potential Fee Level: High
Amount of Firm Resources: Above Average

231 Advisors

Address: 33 ARCH STREET BOSTON, MA 2110
Country: BOSTON
Phone: 629-206-7055
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Above Average
Amount of Firm Resources: Modest

25 Financial

Address: 214 N CLAY STREET SAINT LOUIS, MO 63122
Country: SAINT LOUIS
Phone: 314-530-2858
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Average
Amount of Firm Resources: Modest

2M Wealth Management

Address: 2500 NORTH MILITARY TRAIL BOCA RATON, FL 33431
Country: BOCA RATON
Phone: 203-906-6932
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Above Average
Amount of Firm Resources: Modest

360 Financial

Address: 849 LAKE STREET EAST WAYZATA, MN 55391
Country: WAYZATA
Phone: 952-542-8900
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Poor
Clients Per Advisor: Average
Potential Fee Level: High
Amount of Firm Resources: Average

360 Financial Partners

Address: 1081 JOHNNIE DODDS BLVD. MOUNT PLEASANT, SC 29464
Country: MOUNT PLEASANT
Phone: 843-216-1077
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Above Average
Potential Fee Level: High
Amount of Firm Resources: Modest

3Chopt Investment Partners

Address: 1801 LIBBIE AVENUE; SUITE 106 RICHMOND, VA 23226
Country: RICHMOND
Phone: 804-402-4545
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Average
Amount of Firm Resources: Modest

3D/L Capital Management

Address: 100 CONSTITUTION PLAZA HARTFORD, CT 06103-1703
Country: HARTFORD
Phone: 860-291-1998
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Above Average
Potential Fee Level: High
Amount of Firm Resources: Above Average

3Edge Asset Management

Address: 303 CONGRESS STREET BOSTON, MA 2110
Country: BOSTON
Phone: 844-903-3343
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: High
Potential Fee Level: Low
Amount of Firm Resources: Substantial

3Rd Creek Investments

Address: 999 DRIVER WAY INCLINE VILLAGE, NV 89451
Country: INCLINE VILLAGE
Phone: 775-832-9222
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Low
Amount of Firm Resources: Modest

401k Maneuver

Address: 1515 BUENOS AIRES BLVD LADY LAKE, FL 32159
Country: LADY LAKE
Phone: 352-750-1637
Website
Dual-Registrant Conflict: No
Disclosures Score: Poor
Clients Per Advisor: Average
Potential Fee Level: Above Average
Amount of Firm Resources: Substantial

44 Wealth Management

Address: 2350 OAKMONT WAY, SUITE 104 EUGENE, OR 97401
Country: EUGENE
Phone: 541-359-0388
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: High
Potential Fee Level: High
Amount of Firm Resources: Above Average

46 Peaks Investment Advisory Group

Address: 760 NEWTOWN YARDLEY ROAD NEWTOWN, PA 18940
Country: NEWTOWN
Phone: 215-497-8310
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Low
Amount of Firm Resources: Below Average

4J Wealth Management

Address: 320 KING ST. ALEXANDRIA, VA 22314
Country: ALEXANDRIA
Phone: (703) 566-9573
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Below Average
Potential Fee Level: Above Average
Amount of Firm Resources: Below Average

4Thought Financial Group Inc.

Address: 6851 JERICHO TURNPIKE SYOSSET, NY 11791
Country: SYOSSET
Phone: 516-300-1617
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Average
Potential Fee Level: High
Amount of Firm Resources: Modest

4Wealth Advisors, Inc.

Address: 745 MCCLINTOCK DRIVE BURR RIDGE, IL 60527-6490
Country: BURR RIDGE
Phone: 708-695-5300
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Average
Potential Fee Level: High
Amount of Firm Resources: Below Average

5C Capital Management

Address: 50 TICE BOULEVARD WOODCLIFF LAKE, NJ 7677
Country: WOODCLIFF LAKE
Phone: (347) 331-0648
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Average
Potential Fee Level: Below Average
Amount of Firm Resources: Above Average

5T Wealth

Address: 595 COOMBS STREET NAPA, CA 94559
Country: NAPA
Phone: (707) 224-1340
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Average
Potential Fee Level: Above Average
Amount of Firm Resources: Below Average

5th Street Advisors

Address: 107 JOHN STREET SOUTHPORT, CT 6890
Country: SOUTHPORT
Phone: 203-327-1212
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Low
Amount of Firm Resources: Average

626 Financial

Address: 7950 MOORSBRIDGE ROAD PORTAGE, MI 49024
Country: PORTAGE
Phone: (269) 321-5040
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Above Average
Potential Fee Level: Average
Amount of Firm Resources: Average

7 Streets Financial

Address: 5000 EXECUTIVE PKWY SAN RAMON, CA 94583
Country: SAN RAMON
Phone: 619-798-3372
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: High
Potential Fee Level: High
Amount of Firm Resources: Modest

8Th Street Investments

Address: 211 N. UNION STREET ALEXANDRIA, VA 22314
Country: ALEXANDRIA
Phone: (703) 519-0962
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Below Average
Amount of Firm Resources: Below Average

9258 Wealth Management

Address: 4420 COOPER ROAD BLUE ASH, OH 45242
Country: BLUE ASH
Phone: 513-791-9258
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: High
Potential Fee Level: Average
Amount of Firm Resources: Substantial

93 Financial Group

Address: 600 UNICORN PARK DRIVE WOBURN, MA 1801
Country: WOBURN
Phone: 781-938-6361
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: High
Potential Fee Level: Average
Amount of Firm Resources: Above Average

A & I Financial Services

Address: 9800 MT. PYRAMID COURT ENGLEWOOD, CO 80112
Country: ENGLEWOOD
Phone: 303-690-5070
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Below Average
Potential Fee Level: Average
Amount of Firm Resources: Above Average

A. N. Culbertson & Company, Inc.

Address: ONE BOARS HEAD POINTE CHARLOTTESVILLE, VA 22903-4612
Country: CHARLOTTESVILLE
Phone: 434-972-7766
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Average
Potential Fee Level: Average
Amount of Firm Resources: Above Average

A.G. Campbell Advisory

Address: 1340 SMITH AVENUE BALTIMORE, MD 21209
Country: BALTIMORE
Phone: 800-262-7617
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Above Average
Amount of Firm Resources: Average

A.G. Morgan Financial Advisors

Address: 5260 MERRICK ROAD MASSAPEQUA, NY 11758
Country: MASSAPEQUA
Phone: 516-798-1100
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Above Average
Potential Fee Level: High
Amount of Firm Resources: Below Average

A.G.P / Alliance Global Partners

Address: 88 POST ROAD WEST WESTPORT, CT 6880
Country: WESTPORT
Phone: 800-727-7922
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Poor
Clients Per Advisor: Below Average
Potential Fee Level: High
Amount of Firm Resources: Substantial

AAFCPAs Wealth Management

Address: 50 WASHINGTON STREET WESTBOROUGH, MA 1581
Country: WESTBOROUGH
Phone: 508-366-9100
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Average
Amount of Firm Resources: Average

Abacus Planning Group, Inc.

Address: 2500 DEVINE STREET COLUMBIA, SC 29205-2400
Country: COLUMBIA
Phone: 803-933-0054
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Below Average
Amount of Firm Resources: Substantial

Abacus Wealth Partners

Address: 429 SANTA MONICA BLVD. SANTA MONICA, CA 90401
Country: SANTA MONICA
Phone: 888-422-2287
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Below Average
Potential Fee Level: Average
Amount of Firm Resources: Substantial

Abbey Street

Address: 775 PRAIRIE CENTER DRIVE EDEN PRAIRIE, MN 55344
Country: EDEN PRAIRIE
Phone: 612-308-5155
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Above Average
Potential Fee Level: Above Average
Amount of Firm Resources: Below Average

Abbot Financial Management, Inc

Address: 510 TURNPIKE STREET NORTH ANDOVER, MA 1845
Country: NORTH ANDOVER
Phone: (978) 688-9010
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Below Average
Potential Fee Level: Average
Amount of Firm Resources: Average

Abbrea Capital

Address: THREE HARBOR DRIVE SAUSALITO, CA 94965
Country: SAUSALITO
Phone: (415) 894-0077
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Average
Potential Fee Level: Low
Amount of Firm Resources: Substantial

Abel Hall

Address: 9270 SIEGEN LANE BATON ROUGE, LA 70810
Country: BATON ROUGE
Phone: 225-408-4000
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Above Average
Amount of Firm Resources: Average

Aberdeen Wealth Management

Address: 515 GLEN LAKE BLUFF, IL 60044
Country: LAKE BLUFF
Phone: 312-456-3315
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Above Average
Potential Fee Level: Average
Amount of Firm Resources: Above Average

ABG Consultants

Address: 7090 SOUTH UNION PARK AVENUE SALT LAKE CITY, UT 84047
Country: SALT LAKE CITY
Phone: 801-486-5069
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Above Average
Potential Fee Level: Below Average
Amount of Firm Resources: Above Average

Abound Wealth Management

Address: 317 MAIN STREET FRANKLIN, TN 37064
Country: FRANKLIN
Phone: 615-226-3667
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Low
Potential Fee Level: Average
Amount of Firm Resources: Above Average

Abridge Partners

Address: 21700 E. COPLEY DRIVE, SUITE 120 DIAMOND BAR, CA 91765
Country: DIAMOND BAR
Phone: 909-860-9992
Website
Dual-Registrant Conflict: Yes
Disclosures Score: Exemplary
Clients Per Advisor: Average
Potential Fee Level: Average
Amount of Firm Resources: Average

Absher Wealth Management

Address: 1450 RALEIGH ROAD, CHAPEL HILL, NC 27517
Country: CHAPEL HILL
Phone: 919-283-2340
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Above Average
Potential Fee Level: Average
Amount of Firm Resources: Above Average

Abundance Wealth Counselors

Address: 232 REGENT COURT STATE COLLEGE, PA 16801
Country: STATE COLLEGE
Phone: 814.861.3810
Website
Dual-Registrant Conflict: No
Disclosures Score: Exemplary
Clients Per Advisor: Average
Potential Fee Level: Average
Amount of Firm Resources: Substantial

Our PennyPilot Grade is a starting point in your advisory firm search. During your search, you should interview multiple advisors and source opinions from third-parties as you dive deeper into getting to know an advisor. You can learn more about our methodology here.