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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 | |||||
|---|---|---|---|---|---|---|---|
| ALLEGIANCE FINANCIAL ADVISORS, INC. CRD 127293 | Jacksonville, FL | Corporate platform Corporation | $181.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANNON ADVISORS CRD 293929 | Charlotte, NC | Corporate platform Corporation | $181.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRADESCO GLOBAL ADVISORS CRD 134416 | Coral Gables, FL | Corporate platform Corporation | $181.5M | 11 advisors | Percentage of AUM | View | |
| RBP INVESTMENT ADVISORS INC. CRD 137830 | AZ | Corporate platform Corporation | $181.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKESHORE CAPITAL GROUP, INC. CRD 325609 | Rolling Meadows, IL | Corporate platform Corporation | $181.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BALANCED FINANCIAL PLANNING, INC. CRD 128161 | Overland Park, KS | Corporate platform Corporation | $181.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| RUTHERFORD ASSET PLANNING, INC. CRD 128036 | Tampa, FL | Corporate platform Corporation | $181.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PRIVATE CLIENT ASSET MANAGEMENT, INC. CRD 147052 | Massapequa, NY | Corporate platform Corporation | $181.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CREWS & ASSOCIATES, INC. CRD 8052 | Little Rock, AR | Corporate platform Corporation | $181.1M | 16 advisors | Percentage of AUM | View | |
| SAPERSTON LEGACY ADVISORS, INC. CRD 105849 | Hamburg, NY | Corporate platform Corporation | $180.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| HOROWITZ & COMPANY, INC. CRD 106737 | Fort Lauderdale, FL | Corporate platform Corporation | $180.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RICHARD BROTHERS, FINANCIAL ADVISORS CRD 113826 | South Portland, ME | Corporate platform Corporation | $180.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CYR FINANCIAL INC. CRD 277118 | Hennepin, IL | Corporate platform Corporation | $180.5M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| LANDER & ASSOCIATES INC CRD 110703 | DC | Corporate platform Corporation | $180.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KESTREL INVESTMENT MANAGEMENT CORP CRD 106789 | San Mateo, CA | Corporate platform Corporation | $180.0M | 4 advisors | Percentage of AUM | View | |
| WINTER & ASSOCIATES, INC. CRD 310349 | St.. Paul, MN | Corporate platform Corporation | $179.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEEN CAPITAL, LTD CRD 145023 | Chapin, SC | Corporate platform Corporation | $179.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PRIVATE INVESTMENT GROUP, INC. CRD 128876 | Kettering, OH | Corporate platform Corporation | $179.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| THE DOWLING GROUP WEALTH MANAGEMENT CRD 155624 | Greenwich, CT | Corporate platform Corporation | $179.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'CONNOR WEALTH MANAGEMENT, INC. CRD 152316 | Monrovia, CA | Corporate platform Corporation | $179.1M | 2 advisors | Percentage of AUM; PERCENTAGE OF ASSETS UNDER ADMINISTRATION | View | |
| AJF CAPITAL MANAGEMENT, INC. CRD 126414 | New York, NY | Corporate platform Corporation | $178.5M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LIBERTY ONE WEALTH ADVISORS CRD 315675 | Philadelphia, PA | Corporate platform Corporation | $178.4M | 5 advisors | Percentage of AUM | View | |
| SMB FINANCIAL SERVICES, INC. CRD 154216 | Portland, OR | Corporate platform Corporation | $177.8M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| GASBER FINANCIAL ADVISORS, INC CRD 157329 | Folsom, CA | Corporate platform Corporation | $177.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |