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 | |||||
|---|---|---|---|---|---|---|---|
| MC FINANCIAL SERVICES, INC. CRD 146331 | — | Corporate platform Corporation | $68.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GURNIAK FINANCIAL ADVISORS, INC. CRD 119905 | Allentown, PA | Corporate platform Corporation | $68.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| INDEPENDENT INVESTMENT ADVISORS CRD 286170 | Hillsboro, OR | Corporate platform Corporation | $68.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDERSON ASSET MANAGEMENT CRD 155516 | Birmingham, AL | Corporate platform Corporation | $68.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTS CRD 142685 | Deerfield Beach, FL | Corporate platform Corporation | $68.4M | 1 advisors | Percentage of AUM | View | |
| JMR FINANCIAL GROUP CRD 114149 | Superior, WI | Corporate platform Corporation | $68.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FIFR CRD 328620 | AZ | Corporate platform Corporation | $68.0M | 1 advisors | Fixed fees | View | |
| MOTTET WEALTH CRD 116044 | — | Corporate platform Corporation | $68.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAY INVESTMENTS, INC. CRD 124267 | — | Corporate platform Corporation | $67.9M | 1 advisors | Percentage of AUM | View | |
| TRI-STAR ADVISORS, INC. CRD 149760 | Houston, TX | Corporate platform Corporation | $67.9M | 2 advisors | Percentage of AUM | View | |
| MOMENTUM WEALTH STRATEGIES CRD 334046 | — | Corporate platform Corporation | $67.9M | 1 advisors | Percentage of AUM | View | |
| TAX ADVANTAGE ADVISORS, INC. CRD 143426 | Overland Park, KS | Corporate platform Corporation | $67.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KEYSTONE ADVISORY GROUP CRD 168574 | Hollister, CA | Corporate platform Corporation | $67.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORRISON FIDUCIARY ADVISORS, INC. CRD 127562 | — | Corporate platform Corporation | $67.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEADFAST FINANCIAL SERVICES CRD 115145 | — | Corporate platform Corporation | $67.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REGAN INVESTMENTS, INC. CRD 121868 | Minnetonka, MN | Corporate platform Corporation | $67.0M | 2 advisors | Percentage of AUM | View | |
| CORNERSTONE INVESTMENT SERVICES, INC. CRD 118437 | — | Corporate platform Corporation | $67.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HALEY & SUMMERS WEALTH MANAGEMENT, INC. CRD 108722 | Fort Wayne, IN | Corporate platform Corporation | $67.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SYGNUS CAPITAL LIMTED CRD 333428 | Kingston 5 | Corporate platform Corporation | $67.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DI BELLO FINANCIAL CRD 159799 | Mission Viejo, CA | Corporate platform Corporation | $66.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST INVESTMENT CORPORATION CRD 110972 | Bartlesville, OK | Corporate platform Corporation | $66.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASCENDANT CAPITAL MANAGEMENT CRD 215513 | La Palma, CA | Corporate platform Corporation | $66.8M | 1 advisors | Percentage of AUM; 401K AND PROFIT SHARING CONSULTING FEES | View | |
| CARL DOMINO INC. CRD 131528 | West Palm Beach, FL | Corporate platform Corporation | $66.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 4TH RIVER FINANCIAL GROUP, INC. CRD 149058 | Wexford, PA | Corporate platform Corporation | $66.6M | 4 advisors | Percentage of AUM; Hourly charges | View |