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 | |||||
|---|---|---|---|---|---|---|---|
| PEAK AMERICAN INVESTMENT ADVISORS, INC. CRD 145056 | Plano, TX | Corporate platform Corporation | $126.3M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| OAK STREET ADVISORS CRD 139400 | Myrtle Beach, SC | Corporate platform Corporation | $126.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIP PLANNERS, INC. CRD 111946 | Roanoke, VA | Corporate platform Corporation | $126.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADIRONDACK RESEARCH & MANAGEMENT INC. CRD 130987 | Guilderland, NY | Corporate platform Corporation | $126.1M | 3 advisors | Percentage of AUM | View | |
| THIELEN CAPITAL CORPORATION CRD 169139 | Ladera Ranch, CA | Corporate platform Corporation | $126.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SHEIKH INVESTMENTS, INC. CRD 305832 | Columbus, OH | Corporate platform Corporation | $126.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ODA AND COMPANY, INC. CRD 119952 | Medina, OH | Corporate platform Corporation | $125.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERKELEY ADVISORS, INC. CRD 134455 | Atlanta, GA | Corporate platform Corporation | $125.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ATA MANAGEMENT STRATEGIES INC CRD 118829 | Whitehall, PA | Corporate platform Corporation | $125.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| IIC CRD 168705 | Bloomfield Hills, MI | Corporate platform Corporation | $125.0M | 5 advisors | Fixed fees; CHARGE AN ASSET BASED FEE ON RETIREMENT PLANS UNDER ADVISEMENT | View | |
| JOHNSTON INVESTMENT COUNSEL, LTD. CRD 109726 | Peoria, IL | Corporate platform Corporation | $125.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAWYER CAPITAL MANAGEMENT CRD 161054 | — | Corporate platform Corporation | $124.9M | 1 advisors | Percentage of AUM | View | |
| CAPITAL ADVISOR NETWORK CRD 297578 | Lafayette, IN | Corporate platform Corporation | $124.5M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VORPAHL WING ADVISORS, INC. CRD 47548 | Spokane, WA | Corporate platform Corporation | $124.4M | 4 advisors | Percentage of AUM | View | |
| COSEY FINANCIAL SERVICES, INC. CRD 140175 | Knoxville, TN | Corporate platform Corporation | $123.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEACE OF MIND FINANCIAL PLANNING, INC CRD 289067 | Colorado Springs, CO | Corporate platform Corporation | $123.6M | 2 advisors | Hourly charges; Fixed fees | View | |
| FITZWILLIAMS WEALTH MANAGEMENT INC. CRD 312192 | Chesapeake, VA | Corporate platform Corporation | $123.5M | 6 advisors | Percentage of AUM | View | |
| GALLAGHER WEALTH MANAGEMENT CRD 161266 | Danville, CA | Corporate platform Corporation | $123.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRA FINANCIAL, INC. CRD 113422 | Greenwood Village, CO | Corporate platform Corporation | $123.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'DONNELL WEALTH MANAGEMENT CRD 323384 | Cody, WY | Corporate platform Corporation | $123.3M | 4 advisors | Percentage of AUM | View | |
| DEWITT CAPITAL MANAGEMENT CRD 108232 | Collegeville, PA | Corporate platform Corporation | $123.2M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DAVIES FINANCIAL ADVISORS, INC. CRD 139764 | Murrieta, CA | Corporate platform Corporation | $123.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WORTH FINANCIAL GROUP INC. CRD 13478 | Dallas, TX | Corporate platform Corporation | $122.8M | 5 advisors | Percentage of AUM | View | |
| LEGACY FINANCIAL SERVICES GROUP, INC. CRD 140514 | Traverse City, MI | Corporate platform Corporation | $122.8M | 2 advisors | Percentage of AUM | View |