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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 | |||||
|---|---|---|---|---|---|---|---|
| WEALTH COMPASS FINANCIAL, INC. CRD 290139 | Carlsbad, CA | Corporate platform Corporation | $115.4M | 2 advisors | Percentage of AUM | View | |
| KUTZ AND COMPANY INC. CRD 124722 | Great Neck, NY | Corporate platform Corporation | $115.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH MANAGEMENT ADVISORS RIA, INC. CRD 309694 | Windsor, CO | Corporate platform Corporation | $115.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NATWEALTH MANAGEMENT CRD 310098 | Montreal, AZ | Corporate platform Corporation | $115.0M | 109 advisors | Percentage of AUM; PAYMENTS IN RESPECT OF RESEARCH SERVICES RECEIVED | View | |
| LIGHTEDWAY ADVISORY SERVICES, INC. CRD 312712 | Harrison, NY | Corporate platform Corporation | $115.0M | 1 advisors | Percentage of AUM | View | |
| FORTIFY WEALTH, INC. CRD 297433 | St.. Louis, MO | Corporate platform Corporation | $115.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROSENTHAL | HENRY CAPITAL ADVISORS, INC. CRD 158537 | Mishawaka, IN | Corporate platform Corporation | $114.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUTH BAY FINANCIAL PARTNERS CRD 175015 | Torrance, CA | Corporate platform Corporation | $114.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHWEST ADMINISTRATORS INC CRD 106544 | Seattle, WA | Corporate platform Corporation | $114.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BRANZAN INVESTMENT ADVISORS, INC. CRD 120783 | Littleton, CO | Corporate platform Corporation | $114.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BENEDETTI FINANCIAL, INC. CRD 134598 | Santa Maria, CA | Corporate platform Corporation | $114.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGEVIEW CAPITAL ADVISORS, INC. CRD 6290 | El Dorado Hills, CA | Corporate platform Corporation | $114.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ALPHA FIDUCIARY CRD 144720 | Scottsdale, AZ | Corporate platform Corporation | $114.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HFG ADVISORS, INC. CRD 316446 | Kennewick, WA | Corporate platform Corporation | $113.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPARROW CAPITAL MANAGEMENT INC CRD 106616 | St.. Louis, MO | Corporate platform Corporation | $113.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH-BUILDERS, INC. CRD 116987 | WA | Corporate platform Corporation | $113.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHAPPELWOOD FINANCIAL SERVICES CRD 134318 | Edmond, OK | Corporate platform Corporation | $113.1M | 3 advisors | Hourly charges; PERCENTAGE OF ASSETS UNDER THIRD PARTY MONEY MANAGER | View | |
| MUNICIPAL ASSET MANAGEMENT INC CRD 108320 | Rye Brook, NY | Corporate platform Corporation | $112.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFINITE GIVING ADVISORY SERVICES, INC. CRD 315935 | Atlanta, GA | Corporate platform Corporation | $112.8M | 6 advisors | Percentage of AUM | View | |
| ALPHA PLANNING AND FINANCIAL SERVICES, INC. CRD 130842 | Solon, OH | Corporate platform Corporation | $112.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVERGREEN WEALTH ADVISORS CRD 326535 | Raleigh, NC | Corporate platform Corporation | $112.5M | 7 advisors | Percentage of AUM | View | |
| ABBONDANDOLO WEALTH MANAGEMENT CORP CRD 168081 | Glen Cove, NY | Corporate platform Corporation | $112.5M | 1 advisors | Percentage of AUM | View | |
| COGENT INDEPENDENT ADVISORS, INC. CRD 161659 | CA | Corporate platform Corporation | $112.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KDM WEALTH MANAGEMENT INC. CRD 152002 | Geneva, IL | Corporate platform Corporation | $112.2M | 3 advisors | Percentage of AUM | View |