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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 | |||||
|---|---|---|---|---|---|---|---|
| SAPPHIRE BLUE INVESTMENT PARTNERS CRD 291609 | Fenton, MI | Corporate platform Corporation | $200.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FLAGSHIP CAPITAL MANAGEMENT INC CRD 108354 | Media, PA | Corporate platform Corporation | $199.9M | 3 advisors | Percentage of AUM | View | |
| PLANNING WORKS ADVISORY, INC. CRD 317834 | Austin, TX | Corporate platform Corporation | $199.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLIED ASSET ADVISORS INC CRD 112441 | Hometown, IL | Corporate platform Corporation | $199.8M | 1 advisors | Percentage of AUM | View | |
| KAPUSTA FINANCIAL GROUP CRD 123349 | Pittsburgh, PA | Corporate platform Corporation | $199.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ASSET MANAGEMENT, INC. CRD 120597 | Columbus, OH | Corporate platform Corporation | $199.5M | 2 advisors | Percentage of AUM | View | |
| THE CATALYST GROUP, INC. CRD 333740 | Houston, TX | Corporate platform Corporation | $199.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| RIK SAYLOR FINANCIAL, INC. CRD 165484 | Fairfield, OH | Corporate platform Corporation | $199.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NESTLERODE & LOY, INC. CRD 2907 | State College, PA | Corporate platform Corporation | $199.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. CRD 297716 | Montevideo, MN | Corporate platform Corporation | $198.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEDARSTONE ADVISORS CRD 172653 | Thousand Oaks, CA | Corporate platform Corporation | $198.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PMG WEALTH MANAGEMENT CRD 285899 | Hawthorn Woods, IL | Corporate platform Corporation | $198.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| NEWPORT INVESTMENT ADVISORS INC CRD 113175 | Beachwood, OH | Corporate platform Corporation | $198.0M | 2 advisors | Percentage of AUM | View | |
| GLADOWSKY CAPITAL MANAGEMENT CORP CRD 45287 | Smithtown, NY | Corporate platform Corporation | $197.8M | 3 advisors | Percentage of AUM; REVENUE BASED ON CLIENT BALANCES IN MONEY MARKET FUNDS | View | |
| ACCRUENT WEALTH ADVISORS CRD 113706 | Winston-Salem, NC | Corporate platform Corporation | $197.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INMAN FINANCIAL SERVICES, INC. CRD 297414 | Portland, OR | Corporate platform Corporation | $197.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RYDAR EQUITIES, INC. CRD 154086 | Weatherford, TX | Corporate platform Corporation | $197.4M | 2 advisors | Percentage of AUM | View | |
| APS INVESTMENT MANAGEMENT GROUP CRD 153504 | Jackson, CA | Corporate platform Corporation | $197.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CONTINENTAL INVESTORS SERVICES, INC. CRD 29775 | Longview, WA | Corporate platform Corporation | $196.8M | 8 advisors | Percentage of AUM; Commissions | View | |
| THE BENDIX FINANCIAL GROUP, INC. CRD 118999 | Garden City, NY | Corporate platform Corporation | $196.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CERTIFIED PLANNERS, INC. CRD 105364 | San Ramon, CA | Corporate platform Corporation | $196.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| KINGDOM LEGACY ADVISORS CRD 334847 | MN | Corporate platform Corporation | $196.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| REYES FINANCIAL ARCHITECTURE INC. CRD 153194 | San Diego, CA | Corporate platform Corporation | $196.2M | 4 advisors | Percentage of AUM | View | |
| HILLMAN CAPITAL MANAGEMENT INC CRD 110096 | Bethesda, MD | Corporate platform Corporation | $195.9M | 2 advisors | Percentage of AUM | View |