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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 | |||||
|---|---|---|---|---|---|---|---|
| MESTMAKER & PETREY WEALTH ADVISORS CRD 148484 | Bakersfield, CA | Corporate platform Corporation | $140.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHERMAN ASSET MANAGEMENT, INC. CRD 170861 | Ventura, CA | Corporate platform Corporation | $140.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AXIA WEALTH MANAGEMENT INC CRD 155890 | Bend, OR | Corporate platform Corporation | $140.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXCOMP ASSET MANAGEMENT LTD CRD 110434 | Melville, NY | Corporate platform Corporation | $140.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DYNAMIC WEALTH ADVISORS CRD 169792 | Surprise, AZ | Corporate platform Corporation | $140.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLAREMONT FINANCIAL GROUP,INC. CRD 107806 | Claremont, CA | Corporate platform Corporation | $140.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BOYD FINANCIAL STRATEGIES, INC. CRD 107505 | Auburn, MA | Corporate platform Corporation | $139.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GROSS DOMESTIC PRODUCT, INC CRD 147588 | CA | Corporate platform Corporation | $139.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENCIRCLE FINANCIAL STRATEGIES CRD 327420 | IN | Corporate platform Corporation | $139.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| THE SCOTT S. JAMES COMPANY CRD 105861 | Falls Church, VA | Corporate platform Corporation | $139.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BENOLD FINANCIAL PLANNING CRD 134258 | TX | Corporate platform Corporation | $139.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERKINS CAPITAL MANAGEMENT INC CRD 105028 | Wayzata, MN | Corporate platform Corporation | $139.0M | 3 advisors | Percentage of AUM | View | |
| OCTOBER EFFECT LTD. CRD 281369 | Virginia Beach, VA | Corporate platform Corporation | $138.9M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| BROOKTREE CAPITAL MANAGEMENT INC. CRD 114173 | Grand Rapids, MI | Corporate platform Corporation | $138.9M | 2 advisors | Percentage of AUM | View | |
| MFG WEALTH MANAGEMENT, INC. CRD 125963 | Indianapolis, IN | Corporate platform Corporation | $138.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ADVANTAGE INVESTING, INC. CRD 116059 | Coral Gables, FL | Corporate platform Corporation | $138.9M | 2 advisors | Percentage of AUM | View | |
| DORATO CAPITAL MANAGEMENT CRD 110097 | CA | Corporate platform Corporation | $138.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARCHAND FARIES FINANCIAL MANAGEMENT, INC. CRD 107813 | CO | Corporate platform Corporation | $138.7M | 4 advisors | Percentage of AUM | View | |
| THE WEALTH CONSERVATORY CRD 115932 | Lebanon, NH | Corporate platform Corporation | $138.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARRISON BRADFORD & ASSOCIATES INC CRD 105603 | New York, NY | Corporate platform Corporation | $138.3M | 3 advisors | Percentage of AUM | View | |
| WILDES FINANCIAL STRATEGIES, INC CRD 289496 | Georgetown, SC | Corporate platform Corporation | $138.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAYA ADVISORS, INC. CRD 144325 | Palo Alto, CA | Corporate platform Corporation | $138.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALAMITA WEALTH MANAGEMENT CRD 153316 | Charlotte, NC | Corporate platform Corporation | $138.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| AMERICAN INVESTMENT ADVISORS INC CRD 104579 | Madison, WI | Corporate platform Corporation | $137.9M | 2 advisors | Percentage of AUM | View |