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 | |||||
|---|---|---|---|---|---|---|---|
| COMMUNITY FINANCIAL GROUP, INC. CRD 129472 | Marlborough, MA | Corporate platform Corporation | $92.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARNEY PORTFOLIO MANAGEMENT INC. CRD 132883 | Costa Mesa, CA | Corporate platform Corporation | $92.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWPORT SECURITIES CORPORATION CRD 8250 | — | Corporate platform Corporation | $92.3M | 1 advisors | Percentage of AUM | View | |
| MURPHY INVESTMENT ADVISORS, INC. CRD 290611 | Pasadena, CA | Corporate platform Corporation | $92.0M | 1 advisors | Percentage of AUM | View | |
| PORTSEA INVESTMENTS, INC. CRD 290898 | — | Corporate platform Corporation | $92.0M | 1 advisors | Percentage of AUM | View | |
| MUNDOVAL CAPITAL MANAGEMENT, INC. CRD 132553 | La Jolla, CA | Corporate platform Corporation | $91.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LIFE, INC. RETIREMENT SERVICES CRD 173073 | — | Corporate platform Corporation | $91.6M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRINITY FINANCIAL SERVICES, INC. CRD 151051 | Bloomfield Hills, MI | Corporate platform Corporation | $91.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RED SKY CAPITAL MANAGEMENT CRD 151808 | Frederick, MD | Corporate platform Corporation | $91.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AULESTIA WEALTH MANAGEMENT, INC. CRD 300531 | Naples, FL | Corporate platform Corporation | $91.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GABE NELSON FINANCIAL, INC. CRD 147879 | — | Corporate platform Corporation | $91.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| INTERACTIVE WEALTH ADVISORS CRD 167033 | Portland, OR | Corporate platform Corporation | $91.3M | 2 advisors | Percentage of AUM | View | |
| COMPASS LIGHTHOUSE CAPITAL, LLC CRD 312634 | Orange City, IA | Corporate platform Corporation | $91.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BROWN AND BROWN FINANCIAL SERVICES, INC. CRD 105392 | Dallas, TX | Corporate platform Corporation | $91.2M | 2 advisors | Percentage of AUM · Commissions +1 more | View | |
| XPOTENTIAL INC. CRD 152793 | Short Hills, NJ | Corporate platform Corporation | $91.1M | 2 advisors | Percentage of AUM | View | |
| GENESIS WEALTH MANAGEMENT, INC. CRD 157441 | Coral Gables, FL | Corporate platform Corporation | $91.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL CRD 115961 | Denver, CO | Corporate platform Corporation | $90.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE SHERRINGTON GROUP CRD 119864 | Columbus, OH | Corporate platform Corporation | $90.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRUNEYARD FINANCIAL GROUP, INC. CRD 117378 | Cupertino, CA | Corporate platform Corporation | $90.9M | 1 advisors | Percentage of AUM | View | |
| WALLER FINANCIAL COACHING CRD 172701 | Chico, CA | Corporate platform Corporation | $90.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SCHAFFER & COMPANY ASSET MANAGEMENT, INC. CRD 138463 | Jacksonville, FL | Corporate platform Corporation | $90.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONRAD CAPITAL MANAGEMENT, INC. CRD 113648 | Hauppauge, NY | Corporate platform Corporation | $90.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MODERN CAPITAL MANAGEMENT, CO. CRD 306631 | Mt Pleasant, SC | Corporate platform Corporation | $90.7M | 3 advisors | Percentage of AUM | View | |
| BRAE HEAD, INC. CRD 129265 | Essex, CT | Corporate platform Corporation | $90.6M | 1 advisors | Percentage of AUM | View |