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WiserAdvisor Reviews

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FINRA/SEC Registered Advisors

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Firm Name
No. of Advisors980
AUM$7,909,760,294,676
No. of Clients209
Fee StructureA percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS)
No. of Advisors101
AUM$501,645,588,245
No. of Clients80
Fee StructureA percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
Firm Name
No. of Advisors262
AUM$432,749,681,046
No. of Clients153
Fee StructureA percentage of AUM
No. of Advisors411
AUM$194,796,322,013
No. of Clients93301
Fee StructureA percentage of AUM, Fixed fees, Performance Based
No. of Advisors657
AUM$190,960,333,268
No. of Clients377
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
No. of Advisors215
AUM$185,452,168,971
No. of Clients7838
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors384
AUM$128,834,812,996
No. of Clients77
Fee StructureA percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)
Firm Name
HAMILTON LANEConshohocken, PA
No. of Advisors656
AUM$124,406,091,995
No. of Clients193
Fee StructureA percentage of AUM, Fixed fees, Performance Based
No. of Advisors124
AUM$85,595,921,962
No. of Clients129
Fee StructureA percentage of AUM
No. of Advisors122
AUM$66,447,858,097
No. of Clients1060
Fee StructureA percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)
Firm Name
No. of Advisors23
AUM$46,063,913,101
No. of Clients54
Fee StructureA percentage of AUM
Firm Name
ABRDN INC.Philadelphia, PA
No. of Advisors212
AUM$36,395,031,982
No. of Clients143
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))
Firm Name
MORGAN STANLEY AIP GP LPWest Conshohocken, PA
No. of Advisors187
AUM$34,216,864,561
No. of Clients191
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
No. of Advisors33
AUM$33,655,762,702
No. of Clients40
Fee StructureA percentage of AUM
Firm Name
No. of Advisors227
AUM$26,610,669,375
No. of Clients14
Fee StructureA percentage of AUM, Performance Based

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