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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL ZEN CRD 282230 | San Francisco, CA | Corporate platform Corporation | $149.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MONSON WEALTH MANAGEMENT, INC. CRD 169857 | Kennewick, WA | Corporate platform Corporation | $149.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FUND ADVISORS OF AMERICA INC CRD 112567 | Orlando, FL | Corporate platform Corporation | $149.4M | 3 advisors | Percentage of AUM | View | |
| BELLINGHAM CAPITAL CRD 151684 | Bellingham, WA | Corporate platform Corporation | $149.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| COMPASS FINANCIAL GROUP, INC. CRD 130867 | Dublin, OH | Corporate platform Corporation | $148.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| AURORA WEALTH ADVISORS CRD 322947 | San Diego, CA | Corporate platform Corporation | $148.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAGNER WEALTH MANAGEMENT, CORP. CRD 324196 | Conyngham, PA | Corporate platform Corporation | $148.7M | 3 advisors | Percentage of AUM | View | |
| BEACON HILL WEALTH MANAGEMENT LTD CRD 325860 | Victoria, Bc, CA | Corporate platform Corporation | $148.6M | 6 advisors | Percentage of AUM | View | |
| PRESTIGE WEALTH MANAGEMENT CRD 336264 | Southlake, TX | Corporate platform Corporation | $148.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TSAI CAPITAL CORPORATION CRD 137578 | — | Corporate platform Corporation | $148.3M | 3 advisors | Percentage of AUM | View | |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. CRD 146778 | Costa Mesa, CA | Corporate platform Corporation | $148.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUORUS INC. CRD 323161 | Westport, CT | Corporate platform Corporation | $148.2M | 3 advisors | Percentage of AUM | View | |
| NICH CAPITAL PARTNERS, INC. CRD 159260 | CA | Corporate platform Corporation | $148.0M | 2 advisors | Percentage of AUM | View | |
| BROADWING CAPITAL ADVISORS, INC. CRD 127513 | Larkspur, CA | Corporate platform Corporation | $148.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TOTAL WEALTH SOLUTIONS CRD 327794 | Los Altos, CA | Corporate platform Corporation | $148.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PALLER FINANCIAL SERVICES, INC. CRD 161531 | Centennial, CO | Corporate platform Corporation | $147.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GEOVEST ADVISORS INC CRD 105906 | Fairport, NY | Corporate platform Corporation | $147.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| TUVE INVESTMENT MANAGEMENT, INC. CRD 226702 | Waterloo, IA | Corporate platform Corporation | $147.7M | 2 advisors | Percentage of AUM | View | |
| EDMP, INC. CRD 110248 | Lutz, FL | Corporate platform Corporation | $147.4M | 2 advisors | Percentage of AUM | View | |
| CHELSEA ADVISORY SERVICES, INC CRD 150791 | Staten Island, NY | Corporate platform Corporation | $147.4M | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLF ASSET MANAGEMENT, INC. CRD 284060 | Madison, WI | Corporate platform Corporation | $146.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONEY MANAGERS, INC. CRD 104529 | San Antonio, TX | Corporate platform Corporation | $146.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| VISION CAPITAL PARTNERS CRD 175147 | Ann Arbor, MI | Corporate platform Corporation | $146.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUCIEN STIRLING & GRAY ADVISORY GROUP INC CRD 112641 | Austin, TX | Corporate platform Corporation | $146.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |