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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 | |||||
|---|---|---|---|---|---|---|---|
| ALPHA INNOVATIONS LTD. CRD 300529 | Hamilton | Corporate platform Corporation | $231.5M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCIAL CONCEPTS UNLIMITED, INC. CRD 118641 | GA | Corporate platform Corporation | $231.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDREW HILL INVESTMENT ADVISORS, INC. CRD 141590 | Naples, FL | Corporate platform Corporation | $231.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCORDE FINANCIAL RESOURCES CRD 117836 | York, SC | Corporate platform Corporation | $231.0M | 2 advisors | Percentage of AUM | View | |
| REDWOOD INVESTMENT GROUP, INC CRD 168017 | Fort Bragg, CA | Corporate platform Corporation | $230.3M | 3 advisors | Percentage of AUM | View | |
| WOODFIELD FINANCIAL ADVISORS, INC. CRD 123279 | Deer Park, IL | Corporate platform Corporation | $230.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOS CAPITAL, INC. CRD 109612 | CA | Corporate platform Corporation | $230.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CHICAGO INVESTMENT ADVISORY COUNCIL, INC. CRD 123243 | St.. Charles, IL | Corporate platform Corporation | $230.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TURNER FINANCIAL GROUP, INC. CRD 134204 | Pace, FL | Corporate platform Corporation | $229.6M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| POWELL WEALTH CRD 144230 | Cornelius, NC | Corporate platform Corporation | $229.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LSB WEALTH MANAGEMENT CRD 310466 | Ankeny, IA | Corporate platform Corporation | $228.8M | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ATLASMARK FINANCIAL, INC. CRD 152635 | Austin, TX | Corporate platform Corporation | $228.6M | 1 advisors | Percentage of AUM | View | |
| CALDERWOOD FINANCIAL STRATEGIES, INC. CRD 313466 | Houston, TX | Corporate platform Corporation | $228.5M | 3 advisors | Percentage of AUM | View | |
| MEIXLER INVESTMENT MANAGEMENT, LTD. CRD 168223 | Show Low, AZ | Corporate platform Corporation | $228.4M | 1 advisors | Percentage of AUM | View | |
| SNIDER ADVISORS CRD 120943 | Irving, TX | Corporate platform Corporation | $228.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CASCADE WEALTH ADVISORS, INC CRD 158470 | Wenatchee, WA | Corporate platform Corporation | $228.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON FINANCIAL ADVISORS CRD 119672 | Rye Brook, NY | Corporate platform Corporation | $228.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAGNOLIA CAPITAL MANAGEMENT CRD 119597 | Cold Spring, NY | Corporate platform Corporation | $227.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMMONWEALTH FINANCIAL PLANNERS INC CRD 106831 | Roswell, GA | Corporate platform Corporation | $227.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PILOTAGE PRIVATE WEALTH AG CRD 169908 | Zurich, CA | Corporate platform Corporation | $227.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| REVIEW SERVICES INC CRD 110277 | Brookfield, WI | Corporate platform Corporation | $227.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUCCESSFUL MONEY STRATEGIES INC CRD 109829 | Fall River, MA | Corporate platform Corporation | $227.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRUCTURED WEALTH MANAGEMENT, INC. CRD 146611 | Toledo, OH | Corporate platform Corporation | $226.9M | 2 advisors | Percentage of AUM; PLAN FEE | View | |
| ARRIEN INVESTMENTS, INC. CRD 321819 | Boise, ID | Corporate platform Corporation | $226.6M | 3 advisors | Percentage of AUM; Hourly charges | View |