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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL PRESERVATION PARTNERS, INC. CRD 126340 | Bronxville, NY | Corporate platform Corporation | $222.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| Q CAPITAL SOLUTIONS CRD 297541 | CA | Corporate platform Corporation | $222.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHILLIP JAMES FINANCIAL CO. CRD 168228 | Plymouth, MN | Corporate platform Corporation | $222.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MANGAN WEALTH MANAGEMENT CRD 143863 | Seattle, WA | Corporate platform Corporation | $222.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| OPTIMIZE FINANCIAL INC. CRD 315963 | Laguna Hills, CA | Corporate platform Corporation | $221.7M | 3 advisors | Percentage of AUM | View | |
| ADRIAN DAY ASSET MANAGEMENT CRD 105985 | Dorado, PR | Corporate platform Corporation | $221.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PACIFIC PARK FINANCIAL, INC. CRD 122867 | Laguna Hills, CA | Corporate platform Corporation | $221.6M | 1 advisors | Percentage of AUM | View | |
| BOND TECH INC CRD 105979 | Bellbrook, OH | Corporate platform Corporation | $221.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVANTRA FAMILY WEALTH, INC. CRD 288209 | Mechanicsburg, PA | Corporate platform Corporation | $221.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL PARTNERSHIPS CRD 300844 | Seattle, WA | Corporate platform Corporation | $221.1M | 25 advisors | Percentage of AUM; PERFORMANCE ALLOCATION | View | |
| PARA WEALTH ADVISORS, INC. CRD 322683 | Camas, WA | Corporate platform Corporation | $221.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC FINANCIAL PLANNING, INC. CRD 118450 | Plano, TX | Corporate platform Corporation | $220.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUGHES WARREN, INC. CRD 145570 | Edmond, OK | Corporate platform Corporation | $220.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ASSET MANAGEMENT STRATEGIES, INC. CRD 135173 | Indianapolis, IN | Corporate platform Corporation | $220.2M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC SWISS ADVISORS AG CRD 169335 | Wollerau, TX | Corporate platform Corporation | $220.0M | 3 advisors | Percentage of AUM | View | |
| SKYOAK CAPITAL, INC. CRD 154248 | Las Vegas, NV | Corporate platform Corporation | $219.2M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FOUR QUADRANT WEALTH ADVISORS, INC. CRD 130753 | Carmel, IN | Corporate platform Corporation | $219.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SAN BLAS ADVISORY, INC. CRD 296929 | Atlanta, GA | Corporate platform Corporation | $218.9M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VAUGHAN AND COMPANY SECURITIES, INC. CRD 18826 | Ridgewood, NJ | Corporate platform Corporation | $218.9M | 4 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| CHRISTIAN FINANCIAL ADVISORS CRD 165811 | New Braunfels, TX | Corporate platform Corporation | $218.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOSTER & WOOD, INC. CRD 165362 | Lake Oswego, OR | Corporate platform Corporation | $218.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL CONSULTING & ASSET MANAGEMENT CRD 41438 | Lincoln, NE | Corporate platform Corporation | $218.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GRIFFITH & WERNER, INC. CRD 136380 | Canton, GA | Corporate platform Corporation | $218.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC PLANNING GROUP, INC. CRD 124855 | Wellesley, MA | Corporate platform Corporation | $218.6M | 2 advisors | Percentage of AUM; Fixed fees | View |