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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 | |||||
|---|---|---|---|---|---|---|---|
| MCGINN PENNINGER INVESTMENT MANAGEMENT INC. CRD 107396 | Alexandria, VA | Corporate platform Corporation | $204.4M | 3 advisors | Percentage of AUM | View | |
| THE WILLIAM ALLAN CORPORATION CRD 133147 | Fort Collins, CO | Corporate platform Corporation | $204.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GEHRIG CAPITAL MANAGEMENT, INC. CRD 123250 | Merrillville, IN | Corporate platform Corporation | $203.9M | 5 advisors | Percentage of AUM | View | |
| SG REAL ESTATE I CRD 334205 | Southfield, MI | Corporate platform Corporation | $203.5M | 5 advisors | Percentage of AUM | View | |
| BALL & COMPANY CRD 133950 | CA | Corporate platform Corporation | $203.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYNTAX RESEARCH, INC. CRD 151948 | Boca Raton, FL | Corporate platform Corporation | $202.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CFM ADVISORS INC CRD 111581 | Hauppauge, NY | Corporate platform Corporation | $202.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WERNAU ASSET MANAGEMENT CRD 129473 | Gloucester, MA | Corporate platform Corporation | $202.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HANSEN & ASSOCIATES FINANCIAL GROUP INC. CRD 168363 | Roseville, CA | Corporate platform Corporation | $202.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCGUIRE CAPITAL ADVISORS, INC. CRD 164549 | Bethany, OK | Corporate platform Corporation | $202.4M | 4 advisors | Percentage of AUM | View | |
| PHIL A. YOUNKER & ASSOCIATES, LTD. CRD 311775 | AK | Corporate platform Corporation | $202.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JOHNSON LYMAN WEALTH ADVISORS CRD 150150 | Los Altos, CA | Corporate platform Corporation | $202.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KCD FINANCIAL, INC. CRD 127473 | Green Bay, WI | Corporate platform Corporation | $202.1M | 27 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| J M BROWN FINANCIAL PARTNERS CRD 118427 | Tulsa, OK | Corporate platform Corporation | $202.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOWALSKI FINANCIAL INC. CRD 300424 | Minneapolis, MN | Corporate platform Corporation | $202.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PORTAGE WEALTH INC CRD 340012 | Oakville | Corporate platform Corporation | $202.0M | 5 advisors | Percentage of AUM | View | |
| KRAEMATON INVESTMENT ADVISORS, INC. CRD 126869 | Braintree, MA | Corporate platform Corporation | $201.5M | 1 advisors | Percentage of AUM | View | |
| KEYSTONE WEALTH ADVISORS, INCORPORATED CRD 153418 | Eagan, MN | Corporate platform Corporation | $201.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PACIFIC FINANCIAL STRATEGIES, INC CRD 151434 | Thousand Oaks, CA | Corporate platform Corporation | $201.2M | 3 advisors | Percentage of AUM; HOURLY/FIXED FEES FOR FINANCIAL PLANNING | View | |
| BLUE CAPITAL CRD 304083 | Omaha, NE | Corporate platform Corporation | $200.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FULHAM & CO CRD 158374 | Wellesley, MA | Corporate platform Corporation | $200.2M | 11 advisors | Fixed fees; Performance-based fees | View | |
| ASSET MANAGEMENT GROUP CRD 319444 | Cartersville, GA | Corporate platform Corporation | $200.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | Gladstone, OR | Corporate platform Corporation | $200.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WH CORNERSTONE INVESTMENTS INC. CRD 119725 | Duxbury, MA | Corporate platform Corporation | $200.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |