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 | |||||
|---|---|---|---|---|---|---|---|
| HEATON FINANCIAL, PC CRD 134578 | Cedar City, UT | Corporate platform Corporation | $128.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| DICCIANNI FINANCIAL GROUP, INC. CRD 149332 | East Norriton, PA | Corporate platform Corporation | $128.8M | 2 advisors | Percentage of AUM | View | |
| PASNAU INVESTMENT MANAGEMENT, INC. CRD 125647 | CA | Corporate platform Corporation | $128.8M | 2 advisors | Percentage of AUM | View | |
| VELARIS WEALTH MANAGEMENT CRD 340592 | Orlando, FL | Corporate platform Corporation | $128.7M | 3 advisors | Percentage of AUM; Subscription fees | View | |
| HUDSON HERITAGE CAPITAL MANAGEMENT, INC. CRD 44357 | Croton-On-Hudson, NY | Corporate platform Corporation | $128.7M | 2 advisors | Percentage of AUM | View | |
| BROADHURST FINANCIAL ADVISORS, INC. CRD 132332 | Austin, TX | Corporate platform Corporation | $128.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ST. JOHN & ASSOCIATES, INC. CRD 124778 | Roswell, GA | Corporate platform Corporation | $128.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFICA PARTNERS CAPITAL MANAGEMENT INC. CRD 162313 | Surrey, CA | Corporate platform Corporation | $128.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YDREAM FINANCIAL SERVICES, INC. CRD 128995 | — | Corporate platform Corporation | $128.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARBOR HILLS FINANCIAL ADVISORS CRD 312691 | Montecito, CA | Corporate platform Corporation | $128.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARTERED ADVISORY GROUP CRD 116517 | Chadds Ford, PA | Corporate platform Corporation | $127.7M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GPS INVESTMENTS CRD 333381 | Scottsdale, AZ | Corporate platform Corporation | $127.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HATCHER CAPITAL INVESTMENTS, INC. CRD 300230 | Little Rock, AR | Corporate platform Corporation | $127.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CARDINAL RETIREMENT PLANNING, INC. CRD 166545 | NC | Corporate platform Corporation | $127.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUMINESCENT WEALTH MANAGEMENT, INC. CRD 337660 | Scottsdale, AZ | Corporate platform Corporation | $127.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIRCHILD FINANCIAL ADVISORS, INC. CRD 165434 | Folsom, CA | Corporate platform Corporation | $127.3M | 1 advisors | Percentage of AUM | View | |
| MOORE FINANCIAL ADVISORS, LTD. CRD 130421 | Belmont, MA | Corporate platform Corporation | $127.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILLER FINANCIAL SERVICES, INC. CRD 339220 | San Juan Capistrano, CA | Corporate platform Corporation | $127.0M | 1 advisors | Percentage of AUM | View | |
| A.T. LLOYD'S, INC CRD 148225 | Seattle, WA | Corporate platform Corporation | $126.9M | 1 advisors | Percentage of AUM | View | |
| ADVISOR.COM CRD 318823 | Charleston, SC | Corporate platform Corporation | $126.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CARMICHAEL CREEL INVESTMENTS CRD 118468 | Franklin, TN | Corporate platform Corporation | $126.6M | 1 advisors | Percentage of AUM | View | |
| FORTITUDE PRIVATE WEALTH CRD 290074 | Carmel, IN | Corporate platform Corporation | $126.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| P&A CAPITAL ADVISORS CRD 111731 | New York, NY | Corporate platform Corporation | $126.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| COKER & PALMER CRD 29163 | Jackson, MS | Corporate platform Corporation | $126.3M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View |