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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 | |||||
|---|---|---|---|---|---|---|---|
| HAIRE WEALTH MANAGEMENT, INC. CRD 339998 | Tupelo, MS | Corporate platform Corporation | $102.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APFORIA CRD 327176 | Virginia Beach, VA | Corporate platform Corporation | $101.9M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONEWELTH INC CRD 325277 | New York, NY | Corporate platform Corporation | $101.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VITALE WEALTH MANAGEMENT CRD 284112 | Metamora, MI | Corporate platform Corporation | $101.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYCAMORE FINANCIAL ADVISORS, INC. CRD 108628 | Jackson, TN | Corporate platform Corporation | $101.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JACKSON & ASSOCIATES, INC. CRD 315102 | Albuquerque, NM | Corporate platform Corporation | $101.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATIVE PLANNING, INC. CRD 336307 | Cornelius, NC | Corporate platform Corporation | $101.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MENDOZA PRIVATE WEALTH CRD 329126 | Miami, FL | Corporate platform Corporation | $101.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED BENEFITS, INCORPORATED CRD 112518 | CA | Corporate platform Corporation | $101.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CLEARVIEW FINANCIAL, INC. CRD 131944 | San Diego, CA | Corporate platform Corporation | $101.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PALOMAR ADVISORS INC. CRD 285358 | — | Corporate platform Corporation | $101.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| G. ALLEN FINANCIAL INC. CRD 119180 | Santa Fe, NM | Corporate platform Corporation | $101.0M | 1 advisors | Percentage of AUM | View | |
| FUERST FINANCIAL GROUP, INC. CRD 149172 | Chattanooga, TN | Corporate platform Corporation | $100.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GGCFO ADVISORS CRD 170018 | — | Corporate platform Corporation | $100.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| W.K. COOPER II ASSET MANAGEMENT CORPORATION CRD 123610 | Champaign, IL | Corporate platform Corporation | $100.5M | 1 advisors | Percentage of AUM | View | |
| NEWSONG CAPITAL MANAGEMENT, INC. CRD 296877 | Hattiesburg, MS | Corporate platform Corporation | $100.4M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| FINANCIAL ACTION, INC. CRD 140285 | Monument, CO | Corporate platform Corporation | $100.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPSTONE WEALTH ADVISORS,INC. CRD 122357 | Indianpolis, IN | Corporate platform Corporation | $100.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTAGE FINANCIAL ADVISORS CRD 308954 | — | Corporate platform Corporation | $100.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL COUNSELING, INC. CRD 119969 | Springboro, OH | Corporate platform Corporation | $100.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TORREY CAPITAL INVESTMENTS CRD 134599 | Cardiff-By-The-Sea, CA | Corporate platform Corporation | $99.8M | 1 advisors | Percentage of AUM | View | |
| VESTECH ASSET MANAGEMENT INC. CRD 285685 | Saint Louis, MO | Corporate platform Corporation | $99.7M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FERGUSON, ANDREWS INVESTMENT ADVISERS, INC CRD 106695 | — | Corporate platform Corporation | $99.7M | 1 advisors | Percentage of AUM | View | |
| CLERESTORY ADVISORS, INC CRD 148264 | Bloomington, MN | Corporate platform Corporation | $99.6M | 2 advisors | Fixed fees | View |