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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 | |||||
|---|---|---|---|---|---|---|---|
| TAM FINANCIAL ADVISORS, LLC CRD 125496 | MD | Corporate platform Corporation | $171.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| R.J. CLOUD ADVISORS & COMPANY CRD 289371 | Bixby, OK | Corporate platform Corporation | $171.3M | 3 advisors | Percentage of AUM | View | |
| LITTLEJOHN FINANCIAL SERVICES INC CRD 155113 | Roseburg, OR | Corporate platform Corporation | $171.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DONALD W. NICHOLSON & ASSOCIATES LTD CRD 107054 | Wilmington, DE | Corporate platform Corporation | $171.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROACTIVE CAPITAL MANAGEMENT, INC. CRD 297791 | Topeka, KS | Corporate platform Corporation | $170.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONEY INTELLIGENCE CRD 164597 | Santa Clara, CA | Corporate platform Corporation | $170.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEL MAR WEALTH MANAGEMENT INC CRD 175022 | Del Mar, CA | Corporate platform Corporation | $169.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE CHARTIST CRD 105072 | Long Beach, CA | Corporate platform Corporation | $169.7M | 2 advisors | Percentage of AUM; Subscription fees | View | |
| DDELTA REAL ESTATE INVESTMENTS CRD 326662 | Austin, TX | Corporate platform Corporation | $169.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTUS CAPITAL PARTNERS, INC. CRD 159529 | Wilton, CT | Corporate platform Corporation | $169.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GLADWYN FINANCIAL ADVISORS, INC. CRD 135544 | VA | Corporate platform Corporation | $169.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC. CRD 125584 | Old Tappan, NJ | Corporate platform Corporation | $168.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MEYER GATES FINANCIAL ADVISORS, INC CRD 125046 | West Chester, OH | Corporate platform Corporation | $168.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ELITE RETIREMENT GROUP CRD 312178 | Plover, WI | Corporate platform Corporation | $168.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| STEWARDSHIP CAPITAL CRD 110944 | Independence, MO | Corporate platform Corporation | $168.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| DRAGON CAPITAL MANAGEMENT (HK) LIMITED CRD 287890 | Central | Corporate platform Corporation | $168.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NOVADIUS WEALTH MANAGEMENT CRD 148229 | Overland Park, KS | Corporate platform Corporation | $168.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIPAOLO FINANCIAL GROUP, INC. CRD 309637 | Lutz, FL | Corporate platform Corporation | $168.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| NORTH FORTY TWO & CO. CRD 148417 | Lake Oswego, OR | Corporate platform Corporation | $167.9M | 1 advisors | Percentage of AUM | View | |
| RANDALL & ASSOCIATES WEALTH MANAGEMENT CRD 323846 | Butler, PA | Corporate platform Corporation | $167.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE MONITOR GROUP, INC. CRD 126576 | Martinez, GA | Corporate platform Corporation | $167.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BOYER FINANCIAL SERVICES, INC. CRD 331868 | Newport Beach, CA | Corporate platform Corporation | $167.0M | 2 advisors | Percentage of AUM | View | |
| J.P. CAPITAL MANAGEMENT, INC. CRD 142109 | Eugene, OR | Corporate platform Corporation | $166.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPITAL GAINS INCORPORATED CRD 111717 | Niles, IL | Corporate platform Corporation | $166.6M | 1 advisors | Percentage of AUM; Fixed fees | View |