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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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No. of Advisors3167
AUM$2,549,092,782,514
No. of Clients92898
Fee StructureA percentage of AUM, Fixed fees, Performance Based
No. of Advisors1305
AUM$1,661,286,615,154
No. of Clients189311
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (ADDITIONAL INFORMATION ON FEES CAN BE FOUND IN ADV PART 2A)
No. of Advisors6407
AUM$1,288,497,806,439
No. of Clients2184
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
No. of Advisors221
AUM$869,677,370,186
No. of Clients306
Fee StructureA percentage of AUM
No. of Advisors492
AUM$535,031,832,553
No. of Clients25406
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
No. of Advisors5550
AUM$505,942,442,915
No. of Clients16
Fee StructureA percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
Firm Name
No. of Advisors2909
AUM$504,069,852,027
No. of Clients842
Fee StructureA percentage of AUM, Performance Based, Other (CARRIED INTEREST)
Firm Name
No. of Advisors398
AUM$368,621,852,285
No. of Clients139
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (INVESTED CAPITAL)
No. of Advisors96
AUM$339,697,579,697
No. of Clients117
Fee StructureA percentage of AUM
No. of Advisors1668
AUM$337,283,181,637
No. of Clients41354
Fee StructureA percentage of AUM, Fixed fees, Performance Based
No. of Advisors1635
AUM$307,733,342,981
No. of Clients125
Fee StructureA percentage of AUM, Performance Based
Firm Name
NYL INVESTORS LLCNew York, NY
No. of Advisors312
AUM$300,897,738,311
No. of Clients112
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (ORIGINATION FEES OF REAL ESTATE LOANS/ PRIVATE PLACEMENT DEALS)
No. of Advisors745
AUM$292,912,547,772
No. of Clients941857
Fee StructureA percentage of AUM, Performance Based, Other (PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES)
No. of Advisors398
AUM$249,860,425,244
No. of Clients8
Fee StructureA percentage of AUM, Fixed fees, Other (AT COST)
No. of Advisors879
AUM$241,807,595,450
No. of Clients96377
Fee StructureA percentage of AUM, Performance Based

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