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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 | |||||
|---|---|---|---|---|---|---|---|
| ALUMAN CRD 281073 | CA | Corporate platform Corporation | $135.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRANDYWINE FINANCIAL GROUP, INC. CRD 127344 | DE | Corporate platform Corporation | $135.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORS FINANCIAL CRD 335705 | Port Angeles, WA | Corporate platform Corporation | $134.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VEACH FAMILY FINANCIAL CRD 115798 | North Little Rock, AR | Corporate platform Corporation | $134.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CLARION ADVISORS INC. CRD 131081 | Auburn, CA | Corporate platform Corporation | $134.4M | 1 advisors | Percentage of AUM | View | |
| LONGBOW ASSET MANAGEMENT CRD 126193 | Tulsa, OK | Corporate platform Corporation | $134.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ATLANTIC UNION MUNICIPAL ADVISORS, INC CRD 329425 | Glen Allen, VA | Corporate platform Corporation | $134.3M | 4 advisors | Percentage of AUM | View | |
| EPIC ADVISORY SERVICES CORP CRD 176526 | Boca Raton, FL | Corporate platform Corporation | $134.3M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| HEXIMER INVESTMENT MANAGEMENT INC. CRD 105344 | OH | Corporate platform Corporation | $134.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MURRAY FINANCIAL SERVICES, INC CRD 176528 | Chico, CA | Corporate platform Corporation | $134.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GW FINANCIAL CRD 110478 | Reno, NV | Corporate platform Corporation | $133.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GIBSON FINANCIAL SOLUTIONS, INC. CRD 117831 | Ellsworth, ME | Corporate platform Corporation | $133.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDERSON GRIGGS INVESTMENTS CRD 110313 | Rock Hill, SC | Corporate platform Corporation | $133.6M | 3 advisors | Percentage of AUM | View | |
| GARHWAL, CHAN & WILLIAMS INC. CRD 125484 | San Francisco, CA | Corporate platform Corporation | $133.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LOYD FINANCIAL MANAGEMENT INC. CRD 112236 | Centennial, CO | Corporate platform Corporation | $133.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| V.M. MANNING & CO., INC. CRD 2655 | Greenville, SC | Corporate platform Corporation | $133.3M | 2 advisors | Percentage of AUM | View | |
| CERTIFIED FINANCIAL STRATEGIES CORPORATION CRD 114361 | Dallas, TX | Corporate platform Corporation | $133.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLETCHER FINANCIAL GROUP CRD 152609 | West Monroe, LA | Corporate platform Corporation | $133.0M | 3 advisors | Percentage of AUM · Commissions +1 more | View | |
| TRICAPITAL WEALTH MANAGEMENT, INC. CRD 118788 | Charlotte, NC | Corporate platform Corporation | $132.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL ESTATE ADVISORS, INC. CRD 112098 | — | Corporate platform Corporation | $132.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| JLL PARTNERS FCH, INC. CRD 285184 | New York, NY | Corporate platform Corporation | $132.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PEAK FINANCIAL CONSULTING, INC. CRD 291860 | Bloomington, MN | Corporate platform Corporation | $132.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LEE-WAY FINANCIAL SERVICES, INC CRD 113983 | Hattiesburg, MS | Corporate platform Corporation | $132.1M | 1 advisors | Percentage of AUM | View | |
| SECURE WEALTH, INC. CRD 290572 | Boca Raton, FL | Corporate platform Corporation | $132.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |