
Baird
Pricing Model:
AUM
Number of Clients
127
Years of Experience:
11 years

Wells Fargo Advisors
Pricing Model:
Fees Information
Number of Clients
200
Years of Experience:
N/A

Red Night Capital
Pricing Model:
AUM
Number of Clients
30
Years of Experience:
5 years

Cary Street Partners – The Downing Group
Pricing Model:
Flat Fee
Number of Clients
118
Years of Experience:
8 years

Amir Wealth Partners
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
3 years

Wells Fargo Advisors
Pricing Model:
Fees Information
Number of Clients
200
Years of Experience:
N/A

Wells Fargo Advisors Financial Network, LLC
Pricing Model:
Fees Information
Number of Clients
150
Years of Experience:
33 years

Wells Fargo Advisors Financial Network, LLC
Pricing Model:
Fees Information
Number of Clients
150
Years of Experience:
43 years