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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 | |||||
|---|---|---|---|---|---|---|---|
| ARIES FINANCIAL NAVIGATORS, INC. CRD 301218 | Lititz, PA | Corporate platform Corporation | $81.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMS WEALTH MANAGEMENT, INC. CRD 133335 | Los Angeles, CA | Corporate platform Corporation | $80.9M | 1 advisors | Percentage of AUM | View | |
| AXIO CONSULTING GROUP CRD 306982 | West Columbia, SC | Corporate platform Corporation | $80.8M | 2 advisors | Percentage of AUM; PERCENTAGE OF ADVISED ASSETS | View | |
| HINMAN FINANCIAL PLANNING, INC. CRD 173844 | Erie, CO | Corporate platform Corporation | $80.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KEARNEY-BURCH FINANCIAL SERVICES, INC. CRD 304040 | — | Corporate platform Corporation | $80.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VENTURA ADVISORS CRD 132040 | Woodland Hills, CA | Corporate platform Corporation | $80.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MOLLOT & HARDY, INC. CRD 128377 | Amherst, NY | Corporate platform Corporation | $80.6M | 2 advisors | Percentage of AUM | View | |
| VIRGINIA INVESTMENT ADVISORY, INC. CRD 117121 | Henrico, VA | Corporate platform Corporation | $80.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOTTINGHAM WEALTH PARTNERS, INC. CRD 306971 | Syracuse, NY | Corporate platform Corporation | $80.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROPHET WEALTH MANAGEMENT CRD 113481 | Kenosha, WI | Corporate platform Corporation | $80.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PERSONAL FINANCIAL ADVISORS, INC. CRD 132716 | Pickerington, OH | Corporate platform Corporation | $80.3M | 3 advisors | Percentage of AUM; FEE BASED ON NET WORTH OF CLIENT | View | |
| IAPETUS CAPITAL, INC. CRD 175189 | — | Corporate platform Corporation | $80.2M | 1 advisors | Percentage of AUM | View | |
| FEDERAL PREP CRD 282663 | Bohemia, NY | Corporate platform Corporation | $80.1M | 3 advisors | Percentage of AUM | View | |
| LIONS WEALTH MANAGEMENT CRD 300393 | St. Louis Park, MN | Corporate platform Corporation | $80.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| NARDENE WEALTH MANAGEMENT INC CRD 148528 | Brentwood, CA | Corporate platform Corporation | $80.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NEW WEST INVESTMENT MANAGEMENT, INC. CRD 117872 | — | Corporate platform Corporation | $80.0M | 1 advisors | Percentage of AUM | View | |
| PALISADE FINANCIAL CRD 158695 | — | Corporate platform Corporation | $80.0M | 1 advisors | Percentage of AUM | View | |
| FAIRLANE INVESTMENT ADVISORS INC CRD 105624 | Northville, MI | Corporate platform Corporation | $79.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STONECREEK WEALTH ADVISORS CRD 155300 | South Jordan, UT | Corporate platform Corporation | $79.8M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| 2XIDEAS CRD 328190 | New York, NY | Corporate platform Corporation | $79.7M | 2 advisors | Percentage of AUM; Subscription fees | View | |
| CELADON MANAGED WEALTH CRD 165978 | Plymouth, MN | Corporate platform Corporation | $79.7M | 1 advisors | Percentage of AUM | View | |
| DBA UPAL OR UNITED PROFESSIONALS ASSOC. LTD. CRD 117509 | Tulsa, OK | Corporate platform Corporation | $79.5M | 2 advisors | Percentage of AUM | View | |
| TOMLIN FINANCIAL ADVISORS, INC. CRD 143375 | — | Corporate platform Corporation | $79.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ASSET MANAGEMENT FINANCIAL SERVICES INC. CRD 142396 | Clearwater, FL | Corporate platform Corporation | $79.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |