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WiserAdvisor Reviews

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FINRA/SEC Registered Advisors

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Firm Name
No. of Advisors4565
AUM$651,482,000,000
No. of Clients62140
Fee StructureA percentage of AUM, Subscription fees, Fixed fees, Commission Based, Performance Based
Firm Name
No. of Advisors37
AUM$14,371,072,726
No. of Clients37
Fee StructureOther (COST + 10%)
Firm Name
No. of Advisors48
AUM$13,961,190,744
No. of Clients9
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors236
AUM$12,356,541,464
No. of Clients8945
Fee StructureA percentage of AUM, Fixed fees
Firm Name
No. of Advisors42
AUM$10,409,129,905
No. of Clients208
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
No. of Advisors457
AUM$7,645,255,735
No. of Clients20038
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
No. of Advisors35
AUM$5,914,756,890
No. of Clients15
Fee StructureOther (CARRIED INTEREST)
No. of Advisors25
AUM$5,271,901,660
No. of Clients49
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors0
AUM$3,707,000,000
No. of Clients33
Fee StructureA percentage of AUM, Subscription fees, Fixed fees, Commission Based, Performance Based, Other (SEE SCHEDULE D, MISCELLANEOUS)
No. of Advisors13
AUM$3,592,626,047
No. of Clients135
Fee StructureA percentage of AUM
No. of Advisors19
AUM$3,409,849,227
No. of Clients1038
Fee StructureA percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES)
Firm Name
No. of Advisors16
AUM$3,036,041,800
No. of Clients6
Fee StructureA percentage of AUM, Performance Based
No. of Advisors34
AUM$2,913,693,892
No. of Clients6330
Fee StructureA percentage of AUM, Fixed fees, Commission Based
Firm Name
No. of Advisors12
AUM$2,872,187,942
No. of Clients724
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (12B-1 FEES)
No. of Advisors11
AUM$2,618,008,797
No. of Clients175
Fee StructureA percentage of AUM, Performance Based

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