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WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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FINRA/SEC Registered Advisors

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Firm Name
No. of Advisors2895
AUM$746,325,416,693
No. of Clients38517
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors2105
AUM$61,369,856,545
No. of Clients124201
Fee StructureA percentage of AUM, Fixed fees
Firm Name
No. of Advisors44
AUM$35,289,452,223
No. of Clients7542
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors879
AUM$33,827,869,628
No. of Clients39
Fee StructureA percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)
Firm Name
ATLANTA CAPITALAtlanta, GA
No. of Advisors28
AUM$33,178,196,876
No. of Clients12286
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors123
AUM$31,927,560,154
No. of Clients14
Fee StructureA percentage of AUM, Performance Based
No. of Advisors24
AUM$13,598,587,500
No. of Clients410
Fee StructureA percentage of AUM, Fixed fees, Commission Based
Firm Name
IRA GROUP, INC.Atlanta, GA
No. of Advisors17
AUM$13,197,612,044
No. of Clients630
Fee StructureA percentage of AUM, Fixed fees, Other (PROJECT FLAT FEES)
No. of Advisors78
AUM$10,374,449,774
No. of Clients49
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
No. of Advisors21
AUM$8,989,806,701
No. of Clients938
Fee StructureA percentage of AUM, Fixed fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)
No. of Advisors53
AUM$7,729,583,314
No. of Clients4070
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
SIGNATUREFD, LLCAtlanta, GA
No. of Advisors108
AUM$7,245,750,124
No. of Clients9871
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
JAMESTOWN, L.P.Atlanta, GA
No. of Advisors205
AUM$7,076,357,188
No. of Clients18
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
No. of Advisors25
AUM$6,927,938,831
No. of Clients2149
Fee StructureA percentage of AUM, Fixed fees
No. of Advisors23
AUM$6,681,567,764
No. of Clients2124
Fee StructureA percentage of AUM, Fixed fees

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