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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 | |||||
|---|---|---|---|---|---|---|---|
| FERN CAPITAL INC. CRD 230790 | — | Corporate platform Corporation | $71.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GREAT LAKES BENEFITS AND WEALTH MANAGEMENT CRD 140440 | Sandusky, OH | Corporate platform Corporation | $71.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREEN INVESTMENT MANAGEMENT, INC. CRD 109695 | Fort Worth, TX | Corporate platform Corporation | $70.9M | 1 advisors | Percentage of AUM | View | |
| FULBRIGHT FINANCIAL CONSULTING, PA CRD 117891 | Durham, NC | Corporate platform Corporation | $70.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CBS FUNDING, INC. CRD 158408 | Broadview Heights, OH | Corporate platform Corporation | $70.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONEBROOK CAPITAL MANAGEMENT, INC. CRD 123181 | Oak Park, IL | Corporate platform Corporation | $70.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RESOLVE ASSET MANAGEMENT INC. CRD 175361 | Toronto | Corporate platform Corporation | $70.2M | 5 advisors | Percentage of AUM | View | |
| ASSET ADVISORY GROUP, INC. CRD 141612 | — | Corporate platform Corporation | $70.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| U.S. ADVISORS, INC. CRD 117401 | Arlington, VA | Corporate platform Corporation | $70.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HURLBURT FINANCIAL CRD 152173 | Lakeland, FL | Corporate platform Corporation | $70.0M | 2 advisors | SUB-ADVISOR FEES | View | |
| MONEY MANAGERS, INC. CRD 151602 | Las Vegas, NV | Corporate platform Corporation | $69.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEY CAPITAL ADVISORS, INC. CRD 113541 | Miami, FL | Corporate platform Corporation | $69.6M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CP ADVISORS, INC. CRD 111701 | Clinton, NC | Corporate platform Corporation | $69.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCHESTER INVESTMENTS CRD 306782 | Rochester, NY | Corporate platform Corporation | $69.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VISION CAPITAL INVESTMENT MANAGEMENT, INC. CRD 136806 | San Francisco, CA | Corporate platform Corporation | $69.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PLATINUM WEALTH MANAGEMENT, INC. CRD 309839 | San Diego, CA | Corporate platform Corporation | $69.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TANAKA CAPITAL MANAGEMENT INC CRD 109888 | Greenwich, CT | Corporate platform Corporation | $69.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CORNERSTONE ASSET ADVISORS INC. CRD 281865 | — | Corporate platform Corporation | $69.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EDWARDS FINANCIAL SERVICES CRD 150517 | Winter Park, FL | Corporate platform Corporation | $69.0M | 2 advisors | Percentage of AUM | View | |
| FINANCIAL SECURITY SOLUTIONS, CORP. CRD 124085 | Valencia, CA | Corporate platform Corporation | $69.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BANGERTER FINANCIAL SERVICES, INC. CRD 171939 | Roseville, CA | Corporate platform Corporation | $68.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HANDY & COMPANY FINANCIAL ADVISORS, INC. CRD 154417 | Lake Oswego, OR | Corporate platform Corporation | $68.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL MANAGEMENT ASSOCIATES INC CRD 104783 | New York, NY | Corporate platform Corporation | $68.7M | 3 advisors | Percentage of AUM | View | |
| PIERCE WEALTH PARTNERS, INC. CRD 315147 | Fort Worth, TX | Corporate platform Corporation | $68.7M | 2 advisors | Percentage of AUM; FINANCIAL PLANNING SERVICES - BASIS POINT OF NET WORTH | View |