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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 | |||||
|---|---|---|---|---|---|---|---|
| INTERACTIVE ADVISERS, INTERACTIVE ADVISORS CRD 145694 | London, AL | Corporate platform Corporation | $195.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| J.K. FINANCIAL, INC. CRD 114929 | Dallas, TX | Corporate platform Corporation | $195.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| J2 CAPITAL MANAGEMENT, INC. CRD 152964 | Troy, MI | Corporate platform Corporation | $195.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARVIN & PALMER ASSOCIATES CRD 105399 | Wilmington, DE | Corporate platform Corporation | $195.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CHARTER WEALTH MANAGEMENT CRD 162299 | Raleigh, NC | Corporate platform Corporation | $195.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARK & STUART INC CRD 107991 | Portland, ME | Corporate platform Corporation | $195.6M | 4 advisors | Percentage of AUM | View | |
| FRAZEE INVESTMENT CONSULTING, INC. CRD 123662 | Memphis, TN | Corporate platform Corporation | $195.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PLAN FINANCIAL CRD 44960 | Fresno, CA | Corporate platform Corporation | $195.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHSTAR FINANCIAL ADVISORS, INC. CRD 124194 | NJ | Corporate platform Corporation | $195.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OHIGGINS ASSET MANAGEMENT INC CRD 107194 | NY | Corporate platform Corporation | $194.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AMUNI FINANCIAL, INC. CRD 8365 | St. Petersburg, FL | Corporate platform Corporation | $194.6M | 12 advisors | Percentage of AUM | View | |
| LIBERTY FINANCIAL GROUP, INC. CRD 111272 | Elm Grove, WI | Corporate platform Corporation | $194.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| T.T.G. FINANCIAL, INC. CRD 129004 | Canton, OH | Corporate platform Corporation | $194.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| MORGENS, WATERFALL, VINTIADIS & COMPANY, INC. CRD 108692 | New York, NY | Corporate platform Corporation | $193.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| D. M. BRENNER, INC. CRD 134398 | Solana Beach, CA | Corporate platform Corporation | $193.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PINE HAVEN INVESTMENT COUNSEL, INC. CRD 129365 | CA | Corporate platform Corporation | $193.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPE ANN CAPITAL, INC. CRD 128942 | Concord, MA | Corporate platform Corporation | $193.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WICKHAM FINANCIAL & INSURANCE SERVICES CRD 307299 | Marietta, GA | Corporate platform Corporation | $193.0M | 3 advisors | Percentage of AUM | View | |
| NUMA CRD 164602 | Miami, FL | Corporate platform Corporation | $192.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCIAL ELEMENTS, INC CRD 148557 | Rolling Meadows, IL | Corporate platform Corporation | $192.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXCEL CAPITAL MANAGEMENT CORP CRD 109229 | Warren, NJ | Corporate platform Corporation | $192.5M | 2 advisors | Percentage of AUM | View | |
| SOUTHERN CAPITAL SERVICES INC CRD 105582 | Daphne, AL | Corporate platform Corporation | $192.5M | 6 advisors | Percentage of AUM | View | |
| CIG ASSET MANAGEMENT, INC. CRD 123609 | Southfield, MI | Corporate platform Corporation | $192.5M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OAK TREE INVESTMENT ADVISORS CRD 111095 | Pittsburgh, PA | Corporate platform Corporation | $192.2M | 2 advisors | Percentage of AUM | View |