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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 | |||||
|---|---|---|---|---|---|---|---|
| MIAMI VALLEY PORTFOLIO MANAGEMENT INC CRD 106389 | Brookville, OH | Corporate platform Corporation | $218.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREAT HILL ADVISORY CRD 283228 | Port Washington, NY | Corporate platform Corporation | $218.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MADDEN FUNDS MANAGEMENT CRD 110309 | Oak Park, IL | Corporate platform Corporation | $217.9M | 2 advisors | Percentage of AUM | View | |
| ENSPYRE WEALTH ADVISORS, INC. CRD 300992 | Woodbury, MN | Corporate platform Corporation | $217.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALLAHAN CAPITAL MANAGEMENT CRD 110568 | Steamboat Springs, CO | Corporate platform Corporation | $217.5M | 3 advisors | Percentage of AUM | View | |
| PRESIDIO WEALTH MANAGEMENT CRD 333404 | Midvale, UT | Corporate platform Corporation | $217.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ADVANCED PORTFOLIO STRATEGIES CRD 284697 | Torrance, CA | Corporate platform Corporation | $217.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COSTELLO FINANCIAL PLANNING, INC. CRD 175295 | IL | Corporate platform Corporation | $217.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LIFETIME WEALTH MANAGEMENT P.C. CRD 145492 | Rockwall, TX | Corporate platform Corporation | $216.9M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE SIMMONS PARTNERSHIP, INC CRD 156740 | Towson, MD | Corporate platform Corporation | $216.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AEGIS WEALTH MANAGEMENT, INC. CRD 301990 | Guthrie Center, IA | Corporate platform Corporation | $216.5M | 27 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HOFER & ASSOCIATES WEALTH MANAGEMENT CRD 282005 | Thousand Oaks, CA | Corporate platform Corporation | $216.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELTA ADVISORY GROUP, INC. CRD 105966 | Maitland, FL | Corporate platform Corporation | $216.3M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| WEDGEWOOD INVESTORS INC CRD 104834 | Erie, PA | Corporate platform Corporation | $215.8M | 2 advisors | Percentage of AUM | View | |
| VALUES FIRST ADVISORS, INC. CRD 148532 | Johnson City, TN | Corporate platform Corporation | $215.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROVIDENCE FINANCIAL AND INSURANCES, INC. CRD 141988 | Woodland Hills, CA | Corporate platform Corporation | $215.0M | 6 advisors | Percentage of AUM; Commissions | View | |
| FINANCIAL SERVICE GROUP INC CRD 107893 | Mount Pleasant, WI | Corporate platform Corporation | $215.0M | 3 advisors | Hourly charges · Fixed fees +1 more | View | |
| SCHULTZ FINANCIAL GROUP INCORPORATED CRD 108724 | Reno, NV | Corporate platform Corporation | $214.8M | 4 advisors | Hourly charges; Fixed fees | View | |
| 4THOUGHT FINANCIAL GROUP INC. CRD 162997 | Syosset, NY | Corporate platform Corporation | $214.3M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CONTINUITY WEALTH MANAGEMENT, CORP. CRD 111010 | Portland, OR | Corporate platform Corporation | $214.3M | 2 advisors | Percentage of AUM | View | |
| COMPASS PLANNING ASSOCIATES, INC. CRD 128014 | CA | Corporate platform Corporation | $213.9M | 3 advisors | Hourly charges; Fixed fees | View | |
| GUNN & COMPANY INVESTMENT MANAGEMENT, INC. CRD 120084 | Jacksonville, FL | Corporate platform Corporation | $213.5M | 2 advisors | Percentage of AUM | View | |
| LONG POINT CAPITAL, INC CRD 163061 | New York, NY | Corporate platform Corporation | $213.5M | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ELITE INCOME ADVISORS, INC. CRD 285429 | Ellicott City, MD | Corporate platform Corporation | $213.4M | 6 advisors | Hourly charges · Fixed fees +1 more | View |