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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL MANAGEMENT CONSULTANTS CRD 19935 | Northbrook, IL | Corporate platform Corporation | $76.2M | 2 advisors | Percentage of AUM | View | |
| MDH INVESTMENT MANAGEMENT, INC. CRD 133127 | East Liverpool, OH | Corporate platform Corporation | $76.1M | 1 advisors | Percentage of AUM | View | |
| BIN YUAN CAPITAL (CAYMAN) LIMITED CRD 170104 | Grand Cayman | Corporate platform Corporation | $76.0M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| DOLL CAPITAL ADVISORS INCORPORATED CRD 134089 | San Juan Capistrano, CA | Corporate platform Corporation | $76.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL INVESTMENT MANAGEMENT INC. CRD 122600 | — | Corporate platform Corporation | $75.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SHORELINE CAPITAL MANAGEMENT, LTD. CRD 161466 | Guangzhou | Corporate platform Corporation | $75.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CENTAURI ADVISORY GROUP, INC. CRD 158999 | Zelienople, PA | Corporate platform Corporation | $75.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| HOLLAND FINANCIAL SERVICES, INC. CRD 125812 | Athens, GA | Corporate platform Corporation | $75.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ECF WEALTH, INC. CRD 323808 | — | Corporate platform Corporation | $75.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHORELINE CAPITAL CORPORATION CRD 128530 | Boothbay Harbor, ME | Corporate platform Corporation | $75.5M | 1 advisors | Percentage of AUM | View | |
| SOUTH ATLANTIC CAPITAL MANAGEMENT GROUP, INC. CRD 152413 | Wilmington, NC | Corporate platform Corporation | $75.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CHRISTIAN VALUES INVESTING, INC. CRD 125379 | Statesboro, GA | Corporate platform Corporation | $75.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEAWISE FINANCIAL, INC. CRD 298012 | Cardiff By The Sea, CA | Corporate platform Corporation | $75.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| YEISLEY WEALTH SOLUTIONS, INC. CRD 151018 | Wichita, KS | Corporate platform Corporation | $75.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LEEDOM ASSET MANAGEMENT, INC. CRD 141606 | — | Corporate platform Corporation | $75.2M | 1 advisors | Percentage of AUM | View | |
| TUTTLE WEALTH PARTNERS LLC CRD 338406 | GA | Corporate platform Corporation | $75.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE ASSET MANAGEMENT CRD 104539 | Winchester, VA | Corporate platform Corporation | $75.0M | 2 advisors | Percentage of AUM | View | |
| GENSEN ASSET MANAGEMENT INC. CRD 339709 | — | Corporate platform Corporation | $75.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MOONSTONE ASSET MANAGEMENT, INC. CRD 146096 | Northbrook, IL | Corporate platform Corporation | $75.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOSAIC CAPITAL INC. CRD 336051 | George Town, Grand Cayman | Corporate platform Corporation | $75.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PARAGON RETIREMENT PLANNING, INC. CRD 284630 | Troy, MI | Corporate platform Corporation | $75.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| A. H. WILLIAMS & COMPANY, INC. CRD 123682 | — | Corporate platform Corporation | $74.9M | 2 advisors | Percentage of AUM | View | |
| MOUNTAIN PASS PLANNING CRD 283389 | Hopewell Junction, NY | Corporate platform Corporation | $74.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EKO CRD 313296 | AZ | Corporate platform Corporation | $74.9M | 2 advisors | Percentage of AUM | View |