Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| W & S MANAGEMENT SERVICES, INC. CRD 127852 | Rochester, NY | Corporate platform Corporation | $166.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BURGESS CHAMBERS & ASSOCIATES INC CRD 110164 | Orlando, FL | Corporate platform Corporation | $165.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MUTUAL TRUST ADVISORY GROUP CRD 277060 | Estero, FL | Corporate platform Corporation | $165.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WISDOM FINANCIAL PLANNING CRD 145275 | Tampa, FL | Corporate platform Corporation | $165.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAGAN COCOZZA ASSET MANAGEMENT CRD 154321 | CA | Corporate platform Corporation | $165.4M | 2 advisors | Percentage of AUM | View | |
| RED SWAN PRIVATE CLIENT CRD 307278 | Houston, TX | Corporate platform Corporation | $165.3M | 2 advisors | Percentage of AUM; ONE TIME CONSULTING FEE | View | |
| NEW ENGLAND SCHOONER, INC. CRD 129552 | Peabody, MA | Corporate platform Corporation | $165.2M | 4 advisors | Percentage of AUM | View | |
| EFFECTIVE ASSETS CRD 285744 | CA | Corporate platform Corporation | $165.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUNNYMEDE CAPITAL ADVISORS, INC. CRD 128974 | OH | Corporate platform Corporation | $165.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PR WEALTH MANAGEMENT GROUP CRD 173711 | East Moline, IL | Corporate platform Corporation | $164.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIALLY SPEAKING INC CRD 106255 | Greenwood Village, CO | Corporate platform Corporation | $164.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SLO MONEY MANAGERS CRD 331617 | Atascadero, CA | Corporate platform Corporation | $164.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POLLOCK PLANNING ASSOCIATES INC CRD 105409 | NJ | Corporate platform Corporation | $164.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RDM CAPITAL ASSOCIATES INC CRD 106941 | Red Bank, NJ | Corporate platform Corporation | $164.5M | 3 advisors | Percentage of AUM | View | |
| RIVER RAISIN INVESTMENT PARTNERS, INC. CRD 298014 | Monroe, MI | Corporate platform Corporation | $163.5M | 2 advisors | Percentage of AUM | View | |
| BELL CITY WEALTH, INC. CRD 326354 | Hillsboro, OH | Corporate platform Corporation | $163.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC. CRD 311890 | New York, NY | Corporate platform Corporation | $163.3M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INTEGRITY WEALTH MANAGEMENT, INC. CRD 150103 | Spokane, WA | Corporate platform Corporation | $163.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLUTINGER WILLIAMS & VERHOYE INC CRD 111082 | San Diego, CA | Corporate platform Corporation | $163.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ARCHAMBO FINANCIAL ADVISORS, INC. CRD 129927 | Bartlesville, OK | Corporate platform Corporation | $163.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIBERTAS WEALTH MANAGEMENT GROUP, INC. CRD 157769 | Columbus, OH | Corporate platform Corporation | $163.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COLLIE FINANCIAL PLANNING, INC. CRD 134884 | Black Mountain, NC | Corporate platform Corporation | $162.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MAIN ADVISORY, INC. CRD 328040 | Canonsburg, PA | Corporate platform Corporation | $162.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SAVANT INVESTMENT ADVISERS, INC. CRD 121794 | Homewood, IL | Corporate platform Corporation | $162.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |