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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 | |||||
|---|---|---|---|---|---|---|---|
| LEEB CAPITAL MANAGEMENT, INC. CRD 104793 | New York, NY | Corporate platform Corporation | $111.9M | 4 advisors | Percentage of AUM | View | |
| TAM CAPITAL MANAGEMENT INC CRD 155271 | CT | Corporate platform Corporation | $111.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PMD ADVISORY CRD 159443 | Hoover, AL | Corporate platform Corporation | $111.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| POWERS INVESTMENT ADVISORY CORPORATION CRD 110401 | OH | Corporate platform Corporation | $111.6M | 2 advisors | Percentage of AUM | View | |
| FINANCIAL MOUNTAIN INC CRD 108489 | Boulder, CO | Corporate platform Corporation | $111.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MILNE FINANCIAL PLANNING, INC. CRD 116346 | Saint Johnsbury, VT | Corporate platform Corporation | $111.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT PLANNING GROUP, INC. CRD 125994 | E. Syracuse, NY | Corporate platform Corporation | $111.0M | 1 advisors | Percentage of AUM | View | |
| FOX FINANCIAL SERVICES, INC. CRD 112506 | White Plains, NY | Corporate platform Corporation | $110.9M | 1 advisors | Percentage of AUM | View | |
| PACIFIC EXCEL WEALTH ADVISORS, INC. CRD 172356 | Walnut Creek, CA | Corporate platform Corporation | $110.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WHITE OAK WEALTH PARTNERS CRD 317324 | Raleigh, NC | Corporate platform Corporation | $110.5M | 1 advisors | Percentage of AUM | View | |
| QUINT INVESTMENTS AND INSURANCE CRD 168463 | Wappingers Falls, NY | Corporate platform Corporation | $110.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CFG WEALTH MANAGEMENT SERVICES INC CRD 108351 | Indianapolis, IN | Corporate platform Corporation | $110.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC FINANCIAL ADVISORS CRD 154160 | Bellevue, WA | Corporate platform Corporation | $110.2M | 5 advisors | Percentage of AUM | View | |
| BENTHAM WEALTH ADVISORS CRD 332035 | Williamsville, NY | Corporate platform Corporation | $110.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LOCKERMAN FINANCIAL GROUP, INC CRD 316860 | Newport Beach, CA | Corporate platform Corporation | $110.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HUNT WEALTH MANAGEMENT CRD 288892 | Concord, CA | Corporate platform Corporation | $110.0M | 2 advisors | Percentage of AUM | View | |
| RIDGEVIEW FINANCIAL PLANNING CRD 171985 | Santa Rosa, CA | Corporate platform Corporation | $110.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SPURR FINANCIAL PLANNING, INC. CRD 125563 | — | Corporate platform Corporation | $109.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE ASSET MANAGEMENT INC CRD 108815 | Kirkland, WA | Corporate platform Corporation | $109.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPSTONE WEALTH MANAGEMENT CORP. CRD 165359 | Lakeland, FL | Corporate platform Corporation | $109.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PEAK FINANCIAL MANAGEMENT, INC. CRD 281223 | Broomfield, CO | Corporate platform Corporation | $109.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA FINANCIAL MANAGEMENT, INC. CRD 125800 | Savannah, GA | Corporate platform Corporation | $109.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MUSTARD SEED FINANCIAL CRD 120514 | Meridian, ID | Corporate platform Corporation | $109.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARCH PARTNERS WEALTH MANAGEMENT, INC. CRD 123735 | Watkinsville, GA | Corporate platform Corporation | $109.2M | 3 advisors | Percentage of AUM; Hourly charges | View |