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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Incorporated firms — often large asset managers and corporate platforms (e.g. Vanguard Group), not solo adviser teams.
8,504 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| BAMBOO WEALTH STRATEGIES CRD 170093 | San Diego, CA | Corporate platform Corporation | $235.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTLAND PRIVATE WEALTH MANAGEMENT, INC. CRD 171321 | Portland, OR | Corporate platform Corporation | $235.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. CRD 145096 | San Rafael, CA | Corporate platform Corporation | $235.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHVP CRD 156928 | Zurich, AK | Corporate platform Corporation | $235.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIG SIOUX WEALTH MANAGEMENT CRD 299593 | Watertown, SD | Corporate platform Corporation | $235.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CAMELOTTA ADVISORS CRD 128053 | San Francisco, CA | Corporate platform Corporation | $234.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAK INVESTMENT ADVISORS, INC. CRD 113967 | Colorado Springs, CO | Corporate platform Corporation | $234.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RADEMACHER FINANCIAL, INC. CRD 114067 | Lawrence, KS | Corporate platform Corporation | $234.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELTA FINANCIAL ADVISORS, INC CRD 121907 | Kensington, MD | Corporate platform Corporation | $234.0M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| NEW CHINA CAPITAL MANAGEMENT CORP. CRD 295905 | Stamford, CT | Corporate platform Corporation | $233.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ADAPTATION FINANCIAL ADVISORS INC. CRD 309192 | Oklahoma City, OK | Corporate platform Corporation | $233.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CATALYST FINANCIAL NW CORPORATION CRD 168534 | Gresham, OR | Corporate platform Corporation | $233.4M | 2 advisors | Percentage of AUM | View | |
| CORRELL CO. INVESTMENT SERVICES CORP. CRD 38995 | Hickory Hills, IL | Corporate platform Corporation | $233.3M | 4 advisors | Percentage of AUM | View | |
| WINDMARK INVESTMENT PARTNERS, INC. CRD 131880 | Wilmington, DE | Corporate platform Corporation | $233.3M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| WALKER FINANCIAL ADVISORS INC CRD 106268 | Mission Viejo, CA | Corporate platform Corporation | $233.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRONWOOD WEALTH MANAGEMENT, INC. CRD 128699 | Hurricane, WV | Corporate platform Corporation | $233.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WE ALLIANCE WEALTH ADVISORS, INC. CRD 175405 | Roseville, CA | Corporate platform Corporation | $233.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT FINANCIAL ADVISORS, INC. CRD 145007 | Middletown, OH | Corporate platform Corporation | $232.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CRD 112414 | Irvine, CA | Corporate platform Corporation | $232.7M | 3 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| NEW CAPITAL PARTNERS CRD 160075 | Birmingham, AL | Corporate platform Corporation | $232.6M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOUNT VERNON ASSOCIATES INC CRD 107099 | Baltimore, MD | Corporate platform Corporation | $232.5M | 2 advisors | Percentage of AUM | View | |
| INTEGRATED CAPITAL MANAGEMENT, INC. CRD 149489 | Jessup, PA | Corporate platform Corporation | $232.4M | 5 advisors | Percentage of AUM; ASSETS UNDER ADVISEMENT | View | |
| ECON WEALTH MANAGEMENT CRD 226774 | Harrisburg, PA | Corporate platform Corporation | $232.1M | 4 advisors | Percentage of AUM | View | |
| TIMECAPITAL INVESTOR ADVISORY SERVICES INC CRD 105672 | Port Jefferson Station, NY | Corporate platform Corporation | $232.1M | 2 advisors | Percentage of AUM | View |