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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 | |||||
|---|---|---|---|---|---|---|---|
| HARBOR ASSET PLANNING, INC. CRD 144944 | GA | Corporate platform Corporation | $187.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ERISA ADVISERS, INC. CRD 170487 | Brentwood, TN | Corporate platform Corporation | $187.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DUTCH ASSET CORPORATION CRD 170884 | Selkirk, NY | Corporate platform Corporation | $186.9M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVID P. GILLIAM & ASSOCIATES, INC. CRD 285515 | Muncie, IN | Corporate platform Corporation | $186.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLOCK WEALTH MANAGEMENT, INC CRD 146042 | CA | Corporate platform Corporation | $186.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEF ADVISORS CRD 115562 | CA | Corporate platform Corporation | $186.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HILLSPRING FINANCIAL, INC. CRD 113938 | Surprise, AZ | Corporate platform Corporation | $186.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE KOCEN FINANCIAL GROUP, INC. CRD 112129 | Rancho Mirage, CA | Corporate platform Corporation | $185.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| S.F. EHRLICH ASSOCIATES, INC. CRD 121356 | Cranford, NJ | Corporate platform Corporation | $185.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LARSON FINANCIAL PLANNING INC. CRD 155671 | MA | Corporate platform Corporation | $185.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUILD INVESTMENT MANAGEMENT, INC. CRD 108390 | Westlake Village, CA | Corporate platform Corporation | $185.2M | 3 advisors | Percentage of AUM; Subscription fees | View | |
| HALBERSTADT FINANCIAL CONSULTANTS INC CRD 109462 | Princeton, NJ | Corporate platform Corporation | $185.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHWARZ INVESTMENT PARTNERS CRD 113556 | Silver Lake, KS | Corporate platform Corporation | $184.9M | 2 advisors | Percentage of AUM | View | |
| WYNNEFIELD CAPITAL, INC. CRD 157604 | New York, NY | Corporate platform Corporation | $184.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MADRID RETIREMENT ADVISORS CRD 172464 | Manhattan Beach, CA | Corporate platform Corporation | $184.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COOPER FINANCIAL SERVICES, INC. CRD 104671 | Shelton, CT | Corporate platform Corporation | $184.1M | 2 advisors | Percentage of AUM | View | |
| SHOTWELL RUTTER BAER INC CRD 122789 | Lansing, MI | Corporate platform Corporation | $183.9M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BARDEN CAPITAL MANAGEMENT, INC. CRD 141769 | AZ | Corporate platform Corporation | $183.5M | 3 advisors | Percentage of AUM | View | |
| ELEVATE CAPITAL ADVISORS CRD 288190 | Eagle, CO | Corporate platform Corporation | $183.3M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| JLENS CRD 331778 | New York, NY | Corporate platform Corporation | $183.3M | 5 advisors | Percentage of AUM; DATA LICENSING / SHARE OF ETF PROFITS AFTER EXPENSES | View | |
| MILLER, GESKO & COMPANY INC. CRD 109671 | Buffalo, NY | Corporate platform Corporation | $183.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| ALTAMONT WEALTH MANAGEMENT, INC. CRD 136031 | Livermore, CA | Corporate platform Corporation | $182.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GODFREY FINANCIAL ASSOCIATES, INC. CRD 126189 | Glenmont, NY | Corporate platform Corporation | $182.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARVIEW WEALTH MANAGEMENT CRD 166812 | Charlotte, NC | Corporate platform Corporation | $182.4M | 4 advisors | Percentage of AUM; Fixed fees | View |