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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 | |||||
|---|---|---|---|---|---|---|---|
| JAMES CURTIS FINANCIAL AND INSURANCE SERVICES CRD 169643 | Costa Mesa, CA | Corporate platform Corporation | $99.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERDANT CAPITAL MANAGEMENT CRD 123688 | Torrance, CA | Corporate platform Corporation | $99.4M | 1 advisors | Percentage of AUM | View | |
| GREAT OAK WEALTH MANAGEMENT, INC CRD 127780 | — | Corporate platform Corporation | $99.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HENNEY WEALTH MANAGEMENT CRD 154824 | Los Angeles, CA | Corporate platform Corporation | $99.2M | 2 advisors | Percentage of AUM | View | |
| TIMPANOGOS FINANCIAL ADVISORS, INC. CRD 328166 | Orem, UT | Corporate platform Corporation | $99.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HATFIELD INSURANCE & FINANCIAL SERVICES, INC. CRD 169941 | Burbank, CA | Corporate platform Corporation | $99.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERITAS WEALTH ADVISORS CRD 149762 | Reno, NV | Corporate platform Corporation | $99.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSIGHT, CORP. CRD 311445 | Boulder, CO | Corporate platform Corporation | $99.0M | 3 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| MONSOUR ADVISORY SERVICES, INC. CRD 134333 | Roanoke, VA | Corporate platform Corporation | $98.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCKEE INVESTMENT PLANNING, INC. CRD 126676 | — | Corporate platform Corporation | $98.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PEAK WEALTH ADVISORS, INC. CRD 149922 | San Luis Obispo, CA | Corporate platform Corporation | $98.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAAS FINANCIAL, INC. CRD 329490 | Sanibel, FL | Corporate platform Corporation | $98.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GARRETT NAGLE & CO., INC. CRD 7071 | Woburn, MA | Corporate platform Corporation | $98.4M | 2 advisors | Percentage of AUM; Commissions | View | |
| BLACKSUMMIT FINANCIAL GROUP, INC. CRD 153886 | — | Corporate platform Corporation | $98.2M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MHA FINANCIAL CORP CRD 7462 | Ridgewood, NJ | Corporate platform Corporation | $98.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROWLEY FINANCIAL CRD 326723 | Lancaster, PA | Corporate platform Corporation | $97.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN CAPITAL MANAGEMENT, INC. CRD 122452 | New Albany, IN | Corporate platform Corporation | $97.7M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURREN CAPITAL ADVISORS LIMITED CRD 157096 | Europort | Corporate platform Corporation | $97.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SHEARMAN, RALSTON INC. CRD 7320 | Greenwich, CT | Corporate platform Corporation | $97.7M | 1 advisors | Percentage of AUM | View | |
| ASSET SOLUTIONS, INC. CRD 113717 | Littleton, CO | Corporate platform Corporation | $97.7M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| C F PARKS INC CRD 109843 | Salisbury, NC | Corporate platform Corporation | $97.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PROVISION WEALTH MANAGEMENT, INC CRD 287500 | Raleigh, NC | Corporate platform Corporation | $97.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAGUNA CAPITAL MANAGEMENT, INC. CRD 269869 | Santa Barbara, CA | Corporate platform Corporation | $97.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHLYNK, INC. CRD 327527 | Fallbrook, CA | Corporate platform Corporation | $97.4M | 1 advisors | Percentage of AUM | View |