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 | |||||
|---|---|---|---|---|---|---|---|
| DFS ADVISORY CRD 324992 | Denton, TX | Corporate platform Corporation | $156.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLCOMBE & MCGRATH CRD 121197 | Asheville, NC | Corporate platform Corporation | $155.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ETHOS CAPITAL MANAGEMENT, INC. CRD 313145 | Newtown, PA | Corporate platform Corporation | $155.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| MERRITHEW & THORSTEN, INC. CRD 133563 | San Diego, CA | Corporate platform Corporation | $155.0M | 2 advisors | Percentage of AUM; FINANCIAL PLANNING FOR A FIXED FEE | View | |
| FINANCIAL LEGACY MANAGEMENT, NC. CRD 136348 | Little Rock, AR | Corporate platform Corporation | $155.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DECISION INVESTMENTS, INC. CRD 145073 | San Diego, CA | Corporate platform Corporation | $154.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUTLER FINANCIAL SERVICES CRD 118244 | Denver, CO | Corporate platform Corporation | $154.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JJSA ADVISORS, LTD. CRD 116460 | Virginia Beach, VA | Corporate platform Corporation | $154.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MILLENNIUM INVESTMENT SERVICES CRD 108744 | Van Nuys, CA | Corporate platform Corporation | $153.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| R.H. DINEL INVESTMENT COUNSEL,INC. CRD 106688 | Los Angeles, CA | Corporate platform Corporation | $153.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARAGON WEALTH MANAGEMENT CRD 105962 | Provo, UT | Corporate platform Corporation | $153.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEVE LYNCH WEALTH MANAGEMENT CRD 113715 | Albuquerque, NM | Corporate platform Corporation | $153.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| AMERICAN ASSET MANAGEMENT INC. CRD 123116 | Boca Raton, FL | Corporate platform Corporation | $153.3M | 1 advisors | Percentage of AUM | View | |
| HERITAGE WEALTH MANAGEMENT CRD 159158 | Medford, MA | Corporate platform Corporation | $153.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS CRD 322851 | Huntington Beach, CA | Corporate platform Corporation | $153.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUANTUM CAPITAL INVESTMENTS, INC. CRD 156037 | IL | Corporate platform Corporation | $153.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| EAST COAST WEALTH MANAGEMENT, INC. CRD 136155 | Florham Park, NJ | Corporate platform Corporation | $153.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CYPRESS ASSET MANAGEMENT, INC. CRD 145415 | IL | Corporate platform Corporation | $152.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE POINT FINANCIAL, INC. CRD 299688 | Scarborough, ME | Corporate platform Corporation | $152.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GARNER FINANCIAL MANAGEMENT CRD 131628 | Lafayette, CA | Corporate platform Corporation | $152.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHAPIRO FINANCIAL SECURITY GROUP, INC. CRD 120801 | Hazlet, NJ | Corporate platform Corporation | $152.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERITAGE WEALTH MANAGEMENT GROUP, LTD CRD 148459 | Norfolk, VA | Corporate platform Corporation | $152.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WELLSPRING ADVISORS, INC. CRD 147861 | Hillsboro, OR | Corporate platform Corporation | $152.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRICON CRD 160558 | Toronto, CA | Corporate platform Corporation | $152.1M | 42 advisors | Percentage of AUM; Performance-based fees | View |