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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 | |||||
|---|---|---|---|---|---|---|---|
| DESERT ROSE CAPITAL MANAGEMENT, INC. CRD 154331 | Meridian, ID | Corporate platform Corporation | $192.1M | 10 advisors | Percentage of AUM | View | |
| CLS FINANCIAL ADVISORS, INC. CRD 152892 | Portland, OR | Corporate platform Corporation | $192.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PETTEE INVESTORS INC CRD 105553 | Rowayton, CT | Corporate platform Corporation | $191.9M | 5 advisors | Percentage of AUM | View | |
| FIVE PINE WEALTH CRD 317657 | Coeur D'Alene, ID | Corporate platform Corporation | $191.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| K2 FINANCIAL INC. CRD 300913 | Glendora, CA | Corporate platform Corporation | $191.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCHOR CAPITAL CRD 123543 | Aliso Viejo, CA | Corporate platform Corporation | $191.2M | 1 advisors | Percentage of AUM; FLAT FEE | View | |
| INVESTMENT MANAGEMENT CORPORATION CRD 107246 | Roanoke, VA | Corporate platform Corporation | $191.2M | 3 advisors | Percentage of AUM | View | |
| HIGH PLAINS INVESTMENT ADVISORS, INC. CRD 114404 | Lubbock, TX | Corporate platform Corporation | $191.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DRH INVESTMENTS, INC. CRD 164945 | Thousand Oaks, CA | Corporate platform Corporation | $191.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MASUS FINANCIAL GROUP, LTD. CRD 174339 | Batavia, IL | Corporate platform Corporation | $190.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ARMADA ADVISORS CRD 150416 | Pensacola, FL | Corporate platform Corporation | $190.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COVE WEALTH MANAGEMENT CRD 114236 | Houston, TX | Corporate platform Corporation | $190.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUEPRINT WEALTH MANAGEMENT INC. CRD 325099 | Ellicott City, MD | Corporate platform Corporation | $190.0M | 1 advisors | Percentage of AUM | View | |
| CALVERT WEALTH MANAGEMENT, INC. CRD 115639 | Dunkirk, MD | Corporate platform Corporation | $189.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ODYSSEY CAPITAL ADVISORS INC. CRD 299034 | Bala Cynwyd, PA | Corporate platform Corporation | $189.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HAMILTON MANOR & ASSOCIATES CRD 155865 | La Jolla, CA | Corporate platform Corporation | $188.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEED WEALTH MANAGEMENT, INC. CRD 171920 | CA | Corporate platform Corporation | $188.8M | 1 advisors | Percentage of AUM | View | |
| HAHN FINANCIAL GROUP CRD 169787 | Sioux Falls, SD | Corporate platform Corporation | $188.7M | 9 advisors | Percentage of AUM | View | |
| SILER WEALTH MANAGEMENT CRD 108682 | Longwood, FL | Corporate platform Corporation | $188.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILSHIRE QUINN CAPITAL, INC. CRD 148012 | San Diego, CA | Corporate platform Corporation | $188.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FRANK FINANCIAL ADVISORS CRD 147537 | Carlsbad, CA | Corporate platform Corporation | $188.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL CONSULTANTS GROUP INC CRD 108062 | Cumming, GA | Corporate platform Corporation | $188.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALL STREET FINANCIAL GROUP, INC. CRD 289051 | Carlinville, IL | Corporate platform Corporation | $187.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FINARC INVESTMENTS, INC. CRD 166571 | Norwood, MA | Corporate platform Corporation | $187.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |