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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 | |||||
|---|---|---|---|---|---|---|---|
| SENIOR TAX ADVISORY GROUP, INC. CRD 318058 | Colorado Springs, CO | Corporate platform Corporation | $122.8M | 4 advisors | Percentage of AUM; Commissions | View | |
| RALL CAPITAL MANAGEMENT, INC. CRD 132827 | Rockledge, FL | Corporate platform Corporation | $122.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TC FINANCIAL MANAGEMENT, CO INC. CRD 128967 | Margate City, NJ | Corporate platform Corporation | $122.7M | 2 advisors | Percentage of AUM | View | |
| MAYNERICH FINANCIAL CRD 331546 | Virden, IL | Corporate platform Corporation | $122.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CONDON WEALTH MANAGEMENT, INC. CRD 128409 | Plymouth, MA | Corporate platform Corporation | $122.1M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| PORTFOLIO RESOURCES ADVISOR GROUP, INC. CRD 144601 | Coral Gables, FL | Corporate platform Corporation | $121.9M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAMBRIAN ASSET MANAGEMENT, INC. CRD 291953 | Mill Valley, CA | Corporate platform Corporation | $121.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ENCORE WEALTH ADVISORS CRD 336566 | Morris, MN | Corporate platform Corporation | $121.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REGAL ADVISORY SERVICES, INC. CRD 123842 | Glenview, IL | Corporate platform Corporation | $121.4M | 16 advisors | Percentage of AUM; Fixed fees | View | |
| PATHFINDER ADVISORY, INC. CRD 122768 | Rockford, IL | Corporate platform Corporation | $121.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARROW WEALTH ADVISORS CRD 290853 | Auburn, CA | Corporate platform Corporation | $121.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEST FINANCIAL STRATEGIES, INC. CRD 118241 | Sanford, NC | Corporate platform Corporation | $121.0M | 2 advisors | Percentage of AUM | View | |
| WELLINGTON CAPITAL MANAGEMENT, INC CRD 130131 | — | Corporate platform Corporation | $120.9M | 1 advisors | Percentage of AUM | View | |
| THE WEALTH BOUTIQUE CRD 317291 | Chester, NJ | Corporate platform Corporation | $120.8M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| EMERALD ASSET MANAGEMENT, INC. CRD 174691 | Rocky Mount, NC | Corporate platform Corporation | $120.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWEET MANAGEMENT SERVICES, INC. CRD 156730 | La Mesa, CA | Corporate platform Corporation | $120.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TROTT BROOK FINANCIAL CRD 290962 | Anoka, MN | Corporate platform Corporation | $120.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ADVANCED PLANNING ADVISORS GROUP INC. CRD 313101 | Naperville, IL | Corporate platform Corporation | $120.4M | 2 advisors | Percentage of AUM | View | |
| STONEFIELD INVESTMENT ADVISORY, INC. CRD 113802 | Cedar Rapids, IA | Corporate platform Corporation | $120.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WORCESTER ADVISORS CRD 106653 | Worcester, MA | Corporate platform Corporation | $120.2M | 3 advisors | Percentage of AUM | View | |
| ABENS FINANCIAL SERVICES INC CRD 106604 | Edina, MN | Corporate platform Corporation | $120.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HINSDALE ASSOCIATES CRD 108293 | Hinsdale, IL | Corporate platform Corporation | $120.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SASSER INVESTMENT MANAGEMENT, INC. CRD 110886 | Berkeley, CA | Corporate platform Corporation | $120.1M | 2 advisors | Percentage of AUM; 3RD PARTY COMPENSATION IS RECEIVED FOR TRUST DEED INVESTMENTS. | View | |
| PINETREE ADVISORS CORP. CRD 299275 | Miami, FL | Corporate platform Corporation | $120.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View |