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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 | |||||
|---|---|---|---|---|---|---|---|
| TEMPERED INVESTMENT MANAGEMENT LTD. CRD 158837 | North Vancouver, British Columbia | Corporate platform Corporation | $162.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| F.I.G. FINANCIAL ADVISORY SERVICES, INC. CRD 105506 | Oklahoma City, OK | Corporate platform Corporation | $162.4M | 3 advisors | Percentage of AUM | View | |
| DYCHE, RILEY, & SELMAN WEALTH MANAGEMENT CRD 159708 | Fayetteville, GA | Corporate platform Corporation | $162.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUINT CAPITAL MANAGEMENT CRD 26586 | New York, NY | Corporate platform Corporation | $162.1M | 15 advisors | Percentage of AUM; Fixed fees | View | |
| CORKERN & CO., INC. CRD 104730 | Little Rock, AR | Corporate platform Corporation | $161.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CONFIDENTIAL MANAGEMENT ADVISORS, INC. CRD 125936 | Troy, MI | Corporate platform Corporation | $161.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLOM & HOWELL FINANCIAL PLANNING, INC. CRD 311830 | Modesto, CA | Corporate platform Corporation | $161.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELITE WEALTH MANAGEMENT, INC. CRD 333159 | Plover, WI | Corporate platform Corporation | $161.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| NEWGROUND SOCIAL INVESTMENT CRD 117060 | Seattle, WA | Corporate platform Corporation | $161.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMS WEALTH MANAGEMENT GROUP, INC. CRD 147341 | Bradenton, FL | Corporate platform Corporation | $161.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLE HARBOR ASSET MANAGEMENT, INC. CRD 108089 | WA | Corporate platform Corporation | $160.9M | 2 advisors | Percentage of AUM | View | |
| MEDICUS WEALTH PLANNING, INC. CRD 282904 | Draper, UT | Corporate platform Corporation | $160.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RESEARCH & PORTFOLIO MANAGEMENT CRD 157609 | Crescent Springs, KY | Corporate platform Corporation | $160.8M | 3 advisors | Percentage of AUM | View | |
| ZENDAMENTALS CRD 148411 | Chicago, IL | Corporate platform Corporation | $160.7M | 1 advisors | Percentage of AUM | View | |
| KELLY WEALTH MANAGEMENT, INC. CRD 328386 | Royal Oak, MI | Corporate platform Corporation | $160.6M | 2 advisors | Percentage of AUM | View | |
| DORMAN FINANCIAL MANAGEMENT, P.A. CRD 136881 | Maitland, FL | Corporate platform Corporation | $160.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RBF CAPITAL MANAGEMENT, INC. CRD 164524 | Sarasota, FL | Corporate platform Corporation | $160.6M | 1 advisors | Percentage of AUM | View | |
| COLLIER FINANCIAL, INC CRD 175207 | Denver, CO | Corporate platform Corporation | $160.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD OAK FINANCIAL PLANNING, INC. CRD 122500 | Brighton, MI | Corporate platform Corporation | $160.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVERSIONES SURA CRD 318065 | Miami, FL | Corporate platform Corporation | $160.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE WEALTH GROUP, LTD CRD 154106 | Raleigh, NC | Corporate platform Corporation | $160.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| TURLOFF FINANCIAL CONSULTING INC. CRD 117465 | CA | Corporate platform Corporation | $160.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPECTRUM ADVISORS, INC. CRD 114805 | Plano, TX | Corporate platform Corporation | $160.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WARNKE/NICHOLS LTD. CRD 112181 | Delafield, WI | Corporate platform Corporation | $160.0M | 2 advisors | Percentage of AUM; Hourly charges | View |