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 | |||||
|---|---|---|---|---|---|---|---|
| PRINCE ASSET MANAGEMENT, INC. CRD 141567 | Sarasota, FL | Corporate platform Corporation | $137.7M | 3 advisors | Percentage of AUM | View | |
| PENSION PARAMETERS FINANCIAL SERVICES, INC. CRD 110405 | Aberdeen, NJ | Corporate platform Corporation | $137.6M | 2 advisors | Percentage of AUM | View | |
| RUGGIERO INVESTMENTS CRD 169180 | West Palm Beach, FL | Corporate platform Corporation | $137.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. CRD 108886 | Tulsa, OK | Corporate platform Corporation | $137.5M | 1 advisors | Percentage of AUM | View | |
| GLOBAL BROKERAGE SERVICES, INC. CRD 37505 | Hunt Valley, MD | Corporate platform Corporation | $137.3M | 5 advisors | Percentage of AUM; PERCENTAGE OF ASSETS UNDER OUTSIDE ADVISOR: SOLICTOR FEE | View | |
| ARGUS INVESTORS' COUNSEL, INC. CRD 106981 | New York, NY | Corporate platform Corporation | $137.3M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| JARAS FINANCIAL SERVICES, INC. CRD 282126 | OH | Corporate platform Corporation | $137.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MILAGRE WEALTH MANAGEMENT, INC. CRD 309185 | White Plains, NY | Corporate platform Corporation | $137.1M | 1 advisors | Percentage of AUM | View | |
| HARGER AND COMPANY, INC. CRD 10385 | Baton Rouge, LA | Corporate platform Corporation | $137.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEALTHKARE.COM, INC. CRD 115111 | Mount Union, PA | Corporate platform Corporation | $136.7M | 7 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| NORTON CAPITAL MANAGEMENT, INC. CRD 110398 | Henrico, VA | Corporate platform Corporation | $136.6M | 2 advisors | Percentage of AUM; FLAT FEES | View | |
| ELE ADVISORY SERVICES, INC CRD 148228 | Southfield, MI | Corporate platform Corporation | $136.5M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVENTUS INVESTMENT ADVISORS, INC. CRD 153390 | Naples, FL | Corporate platform Corporation | $136.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BROOKER WEALTH MANAGEMENT CRD 105437 | Oakland, CA | Corporate platform Corporation | $136.4M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| MFT WEALTH MANAGEMENT CRD 339361 | MA | Corporate platform Corporation | $136.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| J K R & COMPANY, INC. CRD 8040 | Van Nuys, CA | Corporate platform Corporation | $136.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ST. BERNARD FINANCIAL SERVICES, INC. CRD 36956 | Russellville, AR | Corporate platform Corporation | $136.2M | 30 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITOL FAMILY OFFICE, INC. CRD 312005 | Beaverton, OR | Corporate platform Corporation | $136.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DOVER INVESTMENT ADVISORY CORPORATION CRD 123499 | MA | Corporate platform Corporation | $135.4M | 1 advisors | Percentage of AUM | View | |
| KELLER FINANCIAL GROUP CRD 328195 | Camp Hill, PA | Corporate platform Corporation | $135.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOGARTY WEALTH MANAGEMENT, INC. CRD 283998 | Missouri City, TX | Corporate platform Corporation | $135.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPARROW WEALTH MANAGEMENT CRD 152670 | Orlando, FL | Corporate platform Corporation | $135.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IA PRIVATE WEALTH (USA) INC. CRD 322127 | Toronto, Ontario, AZ | Corporate platform Corporation | $135.1M | 122 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COLTON WEALTH MANAGEMENT CRD 150486 | Arcadia, CA | Corporate platform Corporation | $135.1M | 3 advisors | Percentage of AUM | View |