Flat / fixed fees
9,332 advisers. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.
California
San Diego87San Francisco87Los Angeles61Newport Beach52Irvine46Pasadena33Santa Barbara25Walnut Creek24San Rafael23La Jolla20San Mateo19Sacramento19Carlsbad18San Jose18Westlake Village18Santa Monica17Oakland15Palo Alto13San Ramon13Torrance12San Luis Obispo11Thousand Oaks11El Segundo11Brea9Lafayette9Beverly Hills9Mission Viejo9Manhattan Beach9Santa Rosa8Laguna Hills8
Texas
Dallas128Houston112Austin88San Antonio40Plano31Fort Worth29The Woodlands22Frisco16Richardson11McKinney10Southlake10Sugar Land9Cedar Park8Lubbock7Kingwood7Waco6El Paso6Flower Mound5McAllen4Round Rock4Midland4Arlington4New Braunfels4Georgetown4Addison4Spring4Allen3Lewisville3Victoria3Missouri City3
Florida
Miami76Tampa44Boca Raton34Coral Gables30Orlando29Sarasota27Naples26Jacksonville22West Palm Beach19Palm Beach Gardens17Winter Park12Fort Lauderdale12St Petersburg11Aventura10Jupiter10Lake Mary9Pensacola8Clearwater8Maitland7Miami Beach7Lakeland7Vero Beach7Fort Myers7Ocala7Tallahassee7Gainesville7Ponte Vedra Beach6Venice6Bonita Springs6Ponte Vedra5
New York
New York254Rochester21Melville16Buffalo14Williamsville14Brooklyn14Saratoga Springs14Pittsford12Albany11Garden City10White Plains7Syracuse5Ithaca5Staten Island5Victor5Rye Brook4Harrison4Jericho4Great Neck4Latham4Hauppauge4Fairport4Huntington4Amherst4Utica3Port Washington3East Syracuse3Locust Valley3Corning3Tarrytown3
Pennsylvania
Pittsburgh30Philadelphia21Lancaster15Berwyn11Wayne11Radnor11Conshohocken10West Chester10Erie9Newtown8Allentown8Sewickley8Canonsburg8Bethlehem8Wexford8Newtown Square7Doylestown7Malvern7State College6Yardley6Media6West Conshohocken6Harrisburg5King of Prussia5Blue Bell4Mechanicsburg4Center Valley4Downingtown4Ambler4Paoli4
Illinois
Chicago106Naperville16Downers Grove10Northbrook10Schaumburg9Oak Brook9Northfield7Champaign7Deerfield5Lisle5Springfield5Oakbrook Terrace5Arlington Heights4Rockford4Evanston4Glenview4St. Charles4Oak Park4Lake Forest4Peoria4Hinsdale4Rolling Meadows4Barrington4Libertyville4Elmhurst4Geneva4Burr Ridge3Lake Bluff3Lombard3Wheaton3
Ohio
Cincinnati55Columbus39Dublin29Cleveland20Independence13Dayton11Westlake11Akron10Beachwood10Canton9Westerville9Toledo5Medina5Maumee4Centerville4Hudson4Findlay4New Albany4Mayfield Heights3Springboro3Milford3West Chester3Powell3Broadview Heights3Rocky River3Middleburg Heights3Sandusky3Upper Arlington3Holland3Canfield3
Massachusetts
Boston78Braintree12Needham9Burlington7Waltham7Beverly7Hingham6Wellesley6Concord6Dedham5Framingham5Norwell5Newton5Westborough4Westford4North Andover4Lexington4Plymouth3Woburn3Medfield3Worcester3Sudbury3Cambridge3Acton3Mansfield3Pittsfield3Lynnfield3Duxbury3Walpole3Wrentham2
Georgia
Atlanta138Alpharetta26Marietta14Savannah11Athens9Woodstock8Duluth7Thomasville4Johns Creek4Roswell4Milton4Decatur4Columbus4Peachtree Corners3Augusta3Canton3Gainesville3Suwanee3Kennesaw3Buford3Peachtree City3Sandy Springs2Watkinsville2Conyers2Valdosta2Snellville2Statesboro2Cumming2Griffin2Calhoun2
New Jersey
Princeton28Red Bank19Summit9Fairfield8Parsippany8Morristown8Cranford6Jersey City5Hackensack5Marlton5Ridgewood4Fair Lawn4Bedminster4Chester4Toms River3Flemington3Totowa3Montclair3Moorestown3Old Bridge3Roseland3Brielle3Mount Laurel3Haddonfield3Voorhees3Englewood Cliffs3Cherry Hill3Ramsey3Bridgewater3Wyckoff2
Michigan
Troy29Grand Rapids22Ann Arbor17Bloomfield Hills17Southfield15Traverse City13Plymouth8Royal Oak8Novi7Portage7Kalamazoo7Birmingham7Holland6Northville6Lansing6Brighton6Farmington Hills5Okemos5Bingham Farms5Auburn Hills4Marquette3Ada3Jackson3Livonia3Sterling Heights3Fenton2East Lansing2Rochester2Grosse Pointe Farms2Midland2
Colorado
Denver77Greenwood Village29Colorado Springs27Boulder17Fort Collins15Englewood11Littleton10Lakewood9Centennial9Broomfield7Louisville6Lone Tree5Golden5Monument4Arvada4Durango4Loveland4Highlands Ranch4Westminster3Salida3Castle Rock3Evergreen2Montrose2Parker2Windsor2Glendale2Erie2Lafayette1Avon1Cortez1
Virginia
Richmond39Virginia Beach22McLean18Alexandria15Reston14Arlington13Roanoke9Glen Allen9Vienna9Fairfax9Charlottesville7Lynchburg6Williamsburg6Norfolk6Ashburn5Midlothian5Leesburg3Falls Church3Tysons3Great Falls3Middleburg3Chesapeake3Chantilly3Herndon2Henrico2Tysons Corner2Crozet2Suffolk2Manassas2Newport News2
North Carolina
Charlotte57Raleigh37Durham16Greensboro15Chapel Hill15Winston-Salem15Cary14Wilmington9Asheville7Concord4Huntersville4Southern Pines4Matthews4Greenville4Statesville4Cornelius3Hickory2Apex2Davidson2Salisbury2Mooresville2Rocky Mount2Wake Forest2Pinehurst2Fuquay-Varina2High Point2Research Triangle Park1Lumberton1New Bern1Ayden1
Arizona
Scottsdale82Phoenix39Tucson31Gilbert19Chandler14Mesa11Tempe8Prescott6Peoria5Fountain Hills4Flagstaff3Paradise Valley2Oro Valley2Surprise2Glendale2Goodyear1Tuscon1Sierra Vista1Yuma1San Tan Valley1
Washington
Seattle45Bellevue35Spokane14Vancouver11Kirkland6Gig Harbor5Edmonds5Bellingham5Kennewick4Tacoma4Mercer Island4Wenatchee3Issaquah3Federal Way2Bothell2Yakima2Liberty Lake2Silverdale2Redmond2Walla Walla2Port Angeles2Olympia2Arlington2Everett2Camas2Cashmere1Sequim1Snoqualmie1Anacortes1Woodinville1
Minnesota
Minneapolis38Edina20Bloomington17Eden Prairie11Minnetonka11Plymouth11St. Paul10Maple Grove8St. Louis Park7Arden Hills7Woodbury5Wayzata4St. Cloud3Coon Rapids3Rochester3Saint Paul3Red Wing2New Brighton2Chanhassen2Excelsior2Burnsville2Shoreview2Lakeville2White Bear Lake2Long Lake2Mankato1Richfield1Brainerd1Saint Louis Park1Milaca1
Connecticut
Stamford19Westport14Greenwich11Farmington10Glastonbury9Shelton7Darien6Southport5Guilford5West Hartford5Essex4Wilton4Avon4Hartford3Wethersfield3Fairfield2Waterford2Manchester2North Haven2Cheshire2Wallingford2Ridgefield1Torrington1Somers1Cromwell1Milford1Wolcott1Plainfield1Ellington1Rowayton1
Tennessee
Memphis26Knoxville25Chattanooga20Nashville18Franklin17Brentwood14Johnson City6Germantown6Murfreesboro5Jackson4Kingsport3Tullahoma2Hixson2Hendersonville2Clarksville2Greeneville2Cookeville2Maryville2Cordova2Goodlettsville2College Grove1Athens1Bolivar1Manchester1Millington1Spring Hill1Crossville1
Maryland
Bethesda25Baltimore18Rockville15Annapolis14Towson13Hunt Valley11Frederick7Chevy Chase6Timonium5Columbia5Silver Spring4Gaithersburg4Owings Mills3Easton2Lutherville2Ellicott City2Laurel2Chester2Takoma Park2Westminster2North Bethesda2Phoenix2Bel Air2Woodbine1Cockeysville1Crofton1Dunkirk1Severna Park1Thurmont1Ocean Pines1
Missouri
St. Louis45Kansas City18Saint Louis14Springfield12Clayton11Columbia10Chesterfield9Lee's Summit5O'Fallon4Saint Charles3Manchester3Liberty3North Kansas City3Sunset Hills2Independence2Lake St. Louis2Sedalia2Creve Coeur1Cape Girardeau1Centralia1Kirkwood1Dexter1Crystal City1Bethany1University City1Poplar Bluff1Ofallon1Des Peres1Saint Joseph1Ellisville1
Wisconsin
Madison23Milwaukee17Appleton17Brookfield11Mequon5Waukesha5Middleton4Wausau4West Bend4Green Bay4Elm Grove3Waunakee2Delafield2Altoona2Verona2Lake Geneva2La Crosse1Wauwatosa1Hortonville1Wisconsin Rapids1Crivitz1Fort Atkinson1Depere1Germantown1Plover1Stevens Point1Pewaukee1Onalaska1Mount Pleasant1Amery1
Indiana
Indianapolis36Carmel19Fort Wayne16Fishers9Bloomington4Lafayette4Zionsville4Evansville3Greenwood3Brownsburg3Columbus3New Albany2Greenfield2Kokomo2Auburn2Elkhart2Plainfield2Granger2South Bend2Valparaiso2West Lafayette2Kendallville1New Haven1Highland1Ft Wayne1Odon1Greencastle1Indianpolis1Lebanon1Cicero1
Oregon
Portland38Lake Oswego22Bend13Beaverton10Eugene8Salem6West Linn4Clackamas4Corvallis3Jacksonville3Tigard3Grants Pass3Oregon City2Hillsboro2Medford1Roseburg1Sherwood1Milwaukie1Klamath Falls1Hood River1Tualatin1Boring1The Dalles1
Utah
Salt Lake City25Lehi13South Jordan11Provo7Orem6Draper6Cottonwood Heights5Logan4Sandy4St. George3Farmington3Holladay3Centerville2Midvale2Park City2Bountiful2Millcreek1Bluffdale1Woods Cross1Tooele1West Valley1Cedar Hills1Cedar City1North Salt Lake1Spanish Fork1Heber1Lindon1South Ogden1Roy1
Kansas
Overland Park64Wichita13Topeka10Lawrence7Leawood6Manhattan4Lenexa3Salina3Mission3Shawnee2Prairie Village2Ellsworth1Mulvane1Seneca1Hays1Newton1Hutchinson1McPherson1
South Carolina
Greenville17Columbia13Mount Pleasant12Charleston12Mt. Pleasant7Rock Hill4Myrtle Beach4Summerville3Daniel Island3Bluffton3Fort Mill3Clover2Hilton Head Island2Greer2Lexington1Johns Island1Spartanburg1Greenwood1Hilton Head1Aiken1Chapin1Indian Land1Okatie1Florence1Beaufort1Georgetown1
Oklahoma
Tulsa28Oklahoma City25Edmond7Bartlesville3Norman2Clinton2Ponca City1McAlester1Ardmore1Durant1Bethany1Stillwater1Stigler1Broken Arrow1
Alabama
Birmingham29Huntsville11Fairhope6Mobile6Montgomery5Vestavia Hills4Hoover3Daphne2Cullman2Homewood2Vestavia1Alexander City1Tuscaloosa1Dothan1Andalusia1Auburn1
Louisiana
Metairie14New Orleans14Baton Rouge10Lafayette8Covington6Shreveport5Mandeville4Ruston2Youngsville2Monroe2Houma2Kaplan1Abita Springs1Slidell1Pineville1Chalmette1Gonzales1Abbeville1Minden1Prairieville1Thibodaux1
Iowa
West Des Moines14Cedar Rapids,10Des Moines7Urbandale6Clive3Ankeny3Johnston3Bettendorf3Dubuque2Windsor Heights2Cedar Falls2Waterloo2Forest City2Davenport2Waverly1Waukee1Guthrie Center1Council Bluffs1Hiawatha1Clarion1Ames1Orange City1Grimes1Iowa City1Spencer1Sioux City1Mount Vernon1Coralville1Eldridge1Akron1
Kentucky
Louisville39Lexington23Covington3Elizabethtown2Prospect1Bardstown1Mayfield1Florence1Edgewood1Paducah1Bowling Green1Munfordville1Union1Glasgow1Brandenburg1Nicholasville1Bellevue1Mt. Sterling1Richmond1
Nevada
New Hampshire
Portsmouth18Bedford15Manchester3Exeter3Amherst2Keene2Lebanon2Salem2Nashua2Windham2Laconia2Concord1Littleton1Peterborough1New London1Londonderry1Porstmouth1Rye1West Lebanon1Hanover1Rochester1Hampton1Strafford1
Nebraska
Idaho
Boise23Eagle7Meridian7Idaho Falls4Ammon3Coeur D'alene2Sandpoint2Ketchum1Driggs1Caldwell1Twin Falls1Star1Pocatello1Salmon1Victor1Rexburg1
Arkansas
Little Rock20Rogers6Fayetteville3Bentonville2North Little Rock2Magnolia2Hot Springs2Lowell1Glenwood1Roland1Fort Smith1Jonesboro1Mountain Home1
Rhode Island
Providence12East Providence3Warwick3North Kingstown3Barrington2Lincoln2East Greenwich2Rumford1West Warwick1North Smithfield1Wakefield1Westerly1Newport1Cranston1Portsmouth1
Maine
Portland9Bangor4Falmouth2South Portland2Rockport1Scarborough1Waterville1New Gloucester1Bar Harbor1Ellsworth1Farmingdale1Gardiner1Yarmouth1Boothbay Harbor1Rockland1
Montana
Mississippi
Ridgeland7Jackson4Tupelo3Clarksdale1Columbus1Oxford1Cleveland1Flowood1Corinth1Clinton1Hattiesburg1Starkville1
Vermont
South Burlington6Burlington5Shelburne2Williston2Manchester2Norwich1Manchester Center1Middlebury1Saint Johnsbury1North Bennington1
New Mexico
Delaware
Wyoming
Puerto Rico
South Dakota
North Dakota
District of Columbia
West Virginia
Wheeling3Charleston3Shepherdstown2Hurricane2Princeton1Vienna1South Charleston1Morgantown1Huntington1Parkersburg1Weirton1