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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 | |||||
|---|---|---|---|---|---|---|---|
| CRESCENT STERLING LTD. CRD 106633 | Metairie, LA | Corporate platform Corporation | $210.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALCOSTA CAPITAL MANAGEMENT, INC. CRD 128679 | San Ramon, CA | Corporate platform Corporation | $210.2M | 1 advisors | Percentage of AUM | View | |
| DANIEL INVESTMENT GROUP INC. CRD 338851 | Royal Oak, MI | Corporate platform Corporation | $210.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDER CAPITAL ADVISORS, INC. CRD 112499 | Seattle, WA | Corporate platform Corporation | $210.0M | 2 advisors | Percentage of AUM | View | |
| MAGELLAN PLANNING GROUP CRD 338739 | Atlanta, GA | Corporate platform Corporation | $210.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| IMG WEALTH MANAGEMENT, INC. CRD 285966 | Jacksonville, FL | Corporate platform Corporation | $209.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANNON BEACH FINANCIAL ADVISORS CRD 140959 | San Ramon, CA | Corporate platform Corporation | $209.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL INVESTMENT TEAM ("FIT") CRD 145724 | Portland, OR | Corporate platform Corporation | $209.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CAVU WEALTH MANAGEMENT CRD 299089 | Lakeside, CA | Corporate platform Corporation | $208.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MADSON WEALTH ADVISORS INC. CRD 338608 | Santa Rosa, CA | Corporate platform Corporation | $208.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GO WEALTH MANAGEMENT CRD 290254 | Eugene, OR | Corporate platform Corporation | $208.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONGVIEW FINANCIAL ADVISORS, INC. CRD 122451 | Huntsville, AL | Corporate platform Corporation | $208.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DWP CRD 121841 | Grosse Pointe Farms, MI | Corporate platform Corporation | $208.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CRD 172205 | Sarasota, FL | Corporate platform Corporation | $207.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARLIKOV ADVISORS INC CRD 112352 | Columbus, OH | Corporate platform Corporation | $207.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| FLYING POINT FINANCIAL, INC. CRD 107915 | North Andover, MA | Corporate platform Corporation | $206.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC WEALTH ADVISORS GROUP, INC. CRD 285863 | Utica, MI | Corporate platform Corporation | $206.7M | 6 advisors | Hourly charges · Fixed fees +1 more | View | |
| KENNETH FRENKE & CO CRD 109352 | Arden, NC | Corporate platform Corporation | $206.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HFH PLANNING INC. CRD 114046 | CA | Corporate platform Corporation | $206.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARKVIEW ASSET MANAGEMENT, INC. CRD 307977 | Oakbrook Terrace, IL | Corporate platform Corporation | $206.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAUER WEALTH MANAGEMENT INC. CRD 152977 | Colorado Springs, CO | Corporate platform Corporation | $205.9M | 3 advisors | Percentage of AUM | View | |
| FLAVIN FINANCIAL SERVICES, INC. CRD 144473 | Melbourne, FL | Corporate platform Corporation | $205.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 3RD CREEK INVESTMENTS CRD 115945 | CA | Corporate platform Corporation | $204.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOHLHEPP INVESTMENT ADVISORS, LTD. CRD 113989 | Doylestown, PA | Corporate platform Corporation | $204.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |