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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 | |||||
|---|---|---|---|---|---|---|---|
| INSTITUTIONAL INVESTMENT ADVISORS CORP CRD 126055 | New York, NY | Corporate platform Corporation | $105.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MD WEALTH ADVISORS INC CRD 304595 | Cranford, NJ | Corporate platform Corporation | $105.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ADVISERS INVESTMENT MANAGEMENT, INC. CRD 112649 | Colorado Springs, CO | Corporate platform Corporation | $105.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LARSON FINANCIAL ADVISORS CRD 158618 | Cedar Park, TX | Corporate platform Corporation | $105.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| EQUINOX FINANCIAL ADVISORS, INC. CRD 312716 | Manchester Center, VT | Corporate platform Corporation | $105.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL PLANNING ADVISORS INC. CRD 121691 | Wyomissing, PA | Corporate platform Corporation | $105.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITOL WEALTH MANAGEMENT, INC. CRD 114994 | Mclean, VA | Corporate platform Corporation | $105.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PAMPEL & ASSOCIATES, INC. CRD 110660 | Monticello, IN | Corporate platform Corporation | $104.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FOUR CORNERS FINANCIAL CRD 287468 | Melville, NY | Corporate platform Corporation | $104.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE WEALTH PLANNING CRD 306182 | New Gloucester, ME | Corporate platform Corporation | $104.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A SLING & A STONE, INCORPORATED CRD 134943 | Burnet, TX | Corporate platform Corporation | $104.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED INVESTMENT STRATEGIES,INC. CRD 122706 | Carmel, IN | Corporate platform Corporation | $104.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEALTHVIEW ASSET MANAGEMENT, INC. CRD 141884 | Pittsburgh, PA | Corporate platform Corporation | $104.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RED SEVEN CRD 168542 | Escondido, CA | Corporate platform Corporation | $104.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ASSET PLANNING CORPORATION CRD 126242 | W. Palm Beach, FL | Corporate platform Corporation | $104.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXECUTIVE MONEY MANAGERS, INC. CRD 128362 | Social Circle, GA | Corporate platform Corporation | $104.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| 3SISTERS SUSTAINABLE MANAGEMENT, INC CRD 159207 | — | Corporate platform Corporation | $104.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MURRAY SECURITIES, INC. CRD 142783 | Tyler, TX | Corporate platform Corporation | $104.0M | 1 advisors | Percentage of AUM | View | |
| CARTER, TERRY & COMPANY, INC. CRD 16365 | Atlanta, GA | Corporate platform Corporation | $104.0M | 15 advisors | Percentage of AUM | View | |
| STRATEGIC PORTFOLIO ADVISORS, INC. CRD 147194 | Long Beach, CA | Corporate platform Corporation | $103.8M | 1 advisors | Percentage of AUM | View | |
| EUROCAPITAL ADVISORS, INC CRD 126163 | Miami, FL | Corporate platform Corporation | $103.6M | 2 advisors | Percentage of AUM | View | |
| ALAMO CAPITAL CRD 26193 | Walnut Creek, CA | Corporate platform Corporation | $103.6M | 2 advisors | Percentage of AUM | View | |
| FINANCIAL COUNSELING ASSOCIATES, INC CRD 115123 | CO | Corporate platform Corporation | $103.5M | 2 advisors | Percentage of AUM | View | |
| STAGE WEALTH MANAGEMENT, INC. CRD 320774 | NJ | Corporate platform Corporation | $103.5M | 3 advisors | Percentage of AUM | View |