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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 | |||||
|---|---|---|---|---|---|---|---|
| TDC CAPITAL ADVISORS, INC. CRD 117769 | College Station, TX | Corporate platform Corporation | $177.6M | 1 advisors | Percentage of AUM | View | |
| FARRIS CAPITAL MANAGEMENT INC. CRD 169051 | Carrollton, TX | Corporate platform Corporation | $177.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLLINGSWORTH AVENT AVERRE & PURVIS, PA CRD 118943 | Raleigh, NC | Corporate platform Corporation | $177.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| OAK FINANCIAL GROUP INC CRD 106293 | CA | Corporate platform Corporation | $177.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NEWCORP WEALTH MANAGEMENT CRD 297125 | Alpharetta, GA | Corporate platform Corporation | $177.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MARATHON MISSION, INC. CRD 288654 | Latham, NY | Corporate platform Corporation | $177.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PROSPERITEA PLANNING CRD 282041 | Greenfield, MA | Corporate platform Corporation | $176.9M | 4 advisors | Hourly charges · Fixed fees +1 more | View | |
| BRADYCO FINANCIAL CRD 127204 | ME | Corporate platform Corporation | $176.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ENR ASSET MANAGEMENT, INCORPORATED CRD 136315 | Westmount, Quebec, AL | Corporate platform Corporation | $176.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BEYOND FINANCIAL SERVICES CRD 286350 | Fremont, CA | Corporate platform Corporation | $176.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT CAPITAL INC. CRD 121335 | — | Corporate platform Corporation | $176.6M | 3 advisors | Percentage of AUM | View | |
| ADVISORENGINE PORTFOLIO SOLUTIONS INC. CRD 336317 | Raleigh, NC | Corporate platform Corporation | $176.4M | 1 advisors | Percentage of AUM | View | |
| MCLAUGHLIN ASSET MANAGEMENT, INC. CRD 125735 | Danville, IL | Corporate platform Corporation | $176.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PLANVEST FINANCIAL, INC. CRD 290306 | Gaithersburg, MD | Corporate platform Corporation | $175.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROFUSION PRIVATE WEALTH CRD 167003 | St.. Louis, MO | Corporate platform Corporation | $175.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MACKE FINANCIAL ADVISORY GROUP CRD 111318 | Fort Myers, FL | Corporate platform Corporation | $175.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY FINANCIAL PLANNING NETWORK CRD 313361 | Onalaska, WI | Corporate platform Corporation | $175.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| LIGHT FINANCIAL SERVICES, INC. CRD 131678 | Fargo, ND | Corporate platform Corporation | $175.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALAN B. LANCZ & ASSOCIATES, INC. CRD 105363 | Toledo, OH | Corporate platform Corporation | $175.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| APPALACHIAN CAPITAL MANAGEMENT CRD 120038 | St.. Clairsville, OH | Corporate platform Corporation | $175.3M | 2 advisors | Percentage of AUM | View | |
| CTA WEALTH ADVISORS, INC. CRD 113007 | Burbank, CA | Corporate platform Corporation | $175.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INCOME & ASSET ADVISORY, INC. CRD 124955 | Armonk, NY | Corporate platform Corporation | $174.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED CRD 132242 | Vancouver, British Columbia, AZ | Corporate platform Corporation | $174.6M | 30 advisors | Percentage of AUM | View | |
| UNLIMITED CRD 322644 | New York, NY | Corporate platform Corporation | $174.5M | 3 advisors | Percentage of AUM | View |