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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 | |||||
|---|---|---|---|---|---|---|---|
| JAMES I. BLACK & COMPANY CRD 1249 | Lakeland, FL | Corporate platform Corporation | $144.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HAVEN CAPITAL GROUP CRD 149641 | Westlake Village, CA | Corporate platform Corporation | $143.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OLD BRIDGE WEALTH, INC CRD 332180 | Syosset, NY | Corporate platform Corporation | $143.7M | 3 advisors | Percentage of AUM | View | |
| STAR CAPITAL INC. CRD 171057 | Edina, MN | Corporate platform Corporation | $143.6M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SERVANT FINANCIAL, LTD. CRD 135183 | IL | Corporate platform Corporation | $143.6M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| WHITE OAK FINANCIAL MANAGEMENT, INC CRD 142615 | Asheville, NC | Corporate platform Corporation | $143.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MAYFIELD ADVISORS, INC. CRD 144072 | Palo Alto, CA | Corporate platform Corporation | $143.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANITE STATE RETIREMENT PLANNING, INC. CRD 141899 | Bedford, NH | Corporate platform Corporation | $143.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| S. R. SCHILL & ASSOCIATES, INC. CRD 105864 | Mercer Island, WA | Corporate platform Corporation | $143.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RITTMANN CAPITAL MANAGEMENT CO CRD 108762 | Moraga, CA | Corporate platform Corporation | $142.4M | 1 advisors | Percentage of AUM | View | |
| THE ADVISORS GROUP CRD 290104 | Lubbock, TX | Corporate platform Corporation | $142.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| RJ PATTERSON GROUP CRD 281752 | San Diego, CA | Corporate platform Corporation | $142.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BARNETT & CO INC CRD 105867 | Chattanooga, TN | Corporate platform Corporation | $142.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYNDICATED CAPITAL, INC. CRD 29037 | Diamond Bar, CA | Corporate platform Corporation | $142.0M | 9 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| FINANCIAL TRUST ASSET MANAGEMENT CHARTERED CRD 108998 | Boca Raton, FL | Corporate platform Corporation | $141.9M | 4 advisors | Percentage of AUM | View | |
| OCTOBER WEALTH ADVISORS, INC CRD 153993 | Fort Smith, AR | Corporate platform Corporation | $141.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EQUITY ADVISORS OF KENTUCKY INC CRD 116398 | Lexington, KY | Corporate platform Corporation | $141.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BOURKE WEALTH MANAGEMENT CRD 297957 | Santa Barbara, CA | Corporate platform Corporation | $141.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STORMS & ROWDON FINANCIAL SERVICES, INC. CRD 334690 | Ormond Beach, FL | Corporate platform Corporation | $141.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERCURIO WEALTH ADVISORS CRD 283632 | Louisville, KY | Corporate platform Corporation | $141.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MARATHON WEALTH PARTNERS, INC CRD 337665 | TX | Corporate platform Corporation | $141.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ENTRUST INVESTMENT SERVICES, INC CRD 324860 | Campbell, CA | Corporate platform Corporation | $141.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FORTUNE FINANCIAL GROUP, INC. CRD 111378 | IL | Corporate platform Corporation | $141.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ADDITIVE ADVISORY PBC CRD 283979 | Memphis, TN | Corporate platform Corporation | $140.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View |