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WiserAdvisor Reviews

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FINRA/SEC Registered Advisors

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Firm Name
No. of Advisors390
AUM$306,242,186,324
No. of Clients282
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (OTHER APPROPRIATE MEASURE OF PROGRAM SIZE)
No. of Advisors225
AUM$229,554,718,263
No. of Clients647
Fee StructureA percentage of AUM, Fixed fees, Performance Based
No. of Advisors218
AUM$169,541,361,944
No. of Clients13
Fee StructureA percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)
Firm Name
No. of Advisors27
AUM$40,337,272,573
No. of Clients14
Fee StructureA percentage of AUM, Fixed fees, Other (REIMBURSEMENT OF EXPENSES)
No. of Advisors501
AUM$37,481,639,918
No. of Clients40790
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
No. of Advisors53
AUM$33,033,194,860
No. of Clients140
Fee StructureA percentage of AUM, Fixed fees, Performance Based
No. of Advisors645
AUM$29,339,693,896
No. of Clients81837
Fee StructureA percentage of AUM, Fixed fees, Other (FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS)
Firm Name
No. of Advisors117
AUM$8,922,002,847
No. of Clients12871
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
No. of Advisors54
AUM$7,200,932,108
No. of Clients17208
Fee StructureA percentage of AUM
Firm Name
ELMTREE FUNDS, LLCSt. Louis, MO
No. of Advisors35
AUM$7,155,619,787
No. of Clients18
Fee StructureA percentage of AUM, Performance Based
No. of Advisors48
AUM$6,506,508,831
No. of Clients1765
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (REVENUE SHARING FRS & ELIGIBLE CREDIT & CASH MANAGEMENT SOLUTION)
Firm Name
PLANCORP, LLCSaint Louis, MO
No. of Advisors81
AUM$6,479,677,393
No. of Clients6627
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
No. of Advisors27
AUM$5,621,339,769
No. of Clients5765
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors22
AUM$4,999,890,906
No. of Clients659
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors18
AUM$4,921,817,688
No. of Clients146
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

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