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 | |||||
|---|---|---|---|---|---|---|---|
| KAREL CAPITAL, INC. CRD 105607 | Spokane, WA | Corporate platform Corporation | $109.1M | 2 advisors | Percentage of AUM | View | |
| PARTNERS CAPITAL SERVICES, INC. CRD 127621 | Hauppauge, NY | Corporate platform Corporation | $109.1M | 12 advisors | Percentage of AUM | View | |
| SOUND ASSET MANAGEMENT, INC. CRD 124104 | — | Corporate platform Corporation | $109.0M | 1 employees | Percentage of AUM; Hourly charges | View | |
| PAVLIC INVESTMENT ADVISORS, INC. CRD 111246 | Delafield, WI | Corporate platform Corporation | $108.8M | 2 advisors | Percentage of AUM | View | |
| BEACON FINANCIAL ADVISERS, INC. CRD 125085 | Conyers, GA | Corporate platform Corporation | $108.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ENDURANCE GROUP, INC CRD 284793 | Alpharetta, GA | Corporate platform Corporation | $108.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HFG ADVISORS CRD 113511 | Greenwood Village, CO | Corporate platform Corporation | $108.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SAFE HARBOR RETIREMENT PLANNERS CRD 110803 | — | Corporate platform Corporation | $108.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCES FOR REAL LIFE CRD 324090 | Lompoc, CA | Corporate platform Corporation | $108.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| JRP CAPITAL CORP CRD 106285 | Dublin, OH | Corporate platform Corporation | $108.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SCHNALL ADVISORY SERVICES, INC CRD 106339 | — | Corporate platform Corporation | $108.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSET MANAGEMENT CORPORATION CRD 105967 | — | Corporate platform Corporation | $108.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FEDERMANN FINANCIAL ADVISORS INC. CRD 129975 | Rocky Point, NY | Corporate platform Corporation | $108.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENT ADVISORS OF INDIANAPOLIS INC CRD 109220 | Indianapolis, IN | Corporate platform Corporation | $108.1M | 2 advisors | Percentage of AUM; CONSULTING FEES BASED ON ASSETS AND NEGOTIATIONS | View | |
| CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC CRD 107865 | Fair Haven, NJ | Corporate platform Corporation | $107.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JAYCO WEALTH MANAGEMENT CRD 171884 | — | Corporate platform Corporation | $107.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAUTILUS WEALTH ADVISORS CRD 311853 | Indialantic, FL | Corporate platform Corporation | $107.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MARK SMITH FINANCIAL SERVICES, INC. CRD 131890 | Thousand Oaks Drive, CA | Corporate platform Corporation | $107.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LPG CAPITAL MANAGEMENT CRD 297003 | South Jordan, UT | Corporate platform Corporation | $107.7M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| S.P. PARKIN & CO CRD 116161 | Chesterfield, MO | Corporate platform Corporation | $107.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MILBORN ADVISORS, LTD CRD 291305 | Milwaukee, WI | Corporate platform Corporation | $107.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BLACK SWAN MANAGEMENT GROUP, INC. CRD 112371 | Dallas, TX | Corporate platform Corporation | $107.7M | 1 advisors | Percentage of AUM | View | |
| DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. CRD 300058 | Irvine, CA | Corporate platform Corporation | $107.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTH BAY WEALTH MANAGEMENT CRD 285523 | Petaluma, CA | Corporate platform Corporation | $107.3M | 2 advisors | Percentage of AUM | View |