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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 | |||||
|---|---|---|---|---|---|---|---|
| THE WESTERN WEALTH GROUP, INC. CRD 152011 | Greenwood Village, CO | Corporate platform Corporation | $107.3M | 1 advisors | Percentage of AUM | View | |
| VON HOLT FINANCIAL ADVISORS, INC. CRD 115050 | Palatine, IL | Corporate platform Corporation | $107.3M | 2 advisors | Percentage of AUM | View | |
| AMH EQUITY LTD CRD 160452 | NY | Corporate platform Corporation | $107.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HARTLEY ADVISORS CORP. CRD 130769 | NJ | Corporate platform Corporation | $107.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| KING FINANCIAL CRD 299374 | — | Corporate platform Corporation | $107.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED PLANNING & INVESTMENTS CRD 325172 | Clovis, CA | Corporate platform Corporation | $107.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SECURESTATE CRD 309230 | Pendleton, IN | Corporate platform Corporation | $106.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FOUR SEASONS INVESTMENT ADVISORS, INC. CRD 132375 | Montrose, CO | Corporate platform Corporation | $106.8M | 1 advisors | Percentage of AUM | View | |
| STONEX INTERNATIONAL ADVISORS INC CRD 153799 | Miami, FL | Corporate platform Corporation | $106.7M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE ASSET CONSULTING GROUP, INC CRD 173060 | Boise, ID | Corporate platform Corporation | $106.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVERSIDE WEALTH MANAGEMENT, INC. CRD 140162 | West Palm Beach, FL | Corporate platform Corporation | $106.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCADIUS CAPITAL PARTNERS INC. CRD 173645 | TX | Corporate platform Corporation | $106.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CYPRESS CAPITAL MANAGEMENT US LIMITED CRD 139037 | Vancouver, British Columbia, CA | Corporate platform Corporation | $106.2M | 7 advisors | Percentage of AUM | View | |
| MILINOVICH & CO., INC CRD 122894 | Waynesburg, PA | Corporate platform Corporation | $106.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| RAISON ASSET MANAGEMENT CRD 282147 | Tallinn | Corporate platform Corporation | $106.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MASECO ASIA LIMITED CRD 310966 | Hong Kong, CO | Corporate platform Corporation | $106.1M | 4 advisors | Percentage of AUM | View | |
| ADELMANN FINANCIAL, INC. CRD 114825 | Colorado Springs, CO | Corporate platform Corporation | $105.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MARKIZ WEALTH MANAGEMENT CRD 127371 | NY | Corporate platform Corporation | $105.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| LANDOLT SECURITIES, INC. CRD 28352 | Lake Bluff, IL | Corporate platform Corporation | $105.6M | 10 advisors | Percentage of AUM | View | |
| RUSSELL WEALTH ADVISORS CRD 290403 | Boone, IA | Corporate platform Corporation | $105.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL DESIGN STUDIO, INC. CRD 286686 | Deer Park, IL | Corporate platform Corporation | $105.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALUE FINANCIAL ADVISERS, INC. CRD 107321 | Orlando, FL | Corporate platform Corporation | $105.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FARAH PRIVATE WEALTH MANAGEMENT, INC CRD 133776 | Costa Mesa, CA | Corporate platform Corporation | $105.2M | 1 advisors | Percentage of AUM | View | |
| ALTA VIA CAPITAL CRD 289739 | Pleasanton, CA | Corporate platform Corporation | $105.2M | 3 advisors | Percentage of AUM | View |