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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 | |||||
|---|---|---|---|---|---|---|---|
| PAYSSE JENNISON FINANCIAL ADVISORS, PAYSSE JENNISON CRD 116752 | — | Corporate platform Corporation | $64.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARKAGOS ADVISORS & ASSET MANAGEMENT, INC. CRD 315366 | Alexandria, VA | Corporate platform Corporation | $64.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MARATHON RETIREMENT PLANNING CRD 319258 | Dublin, CA | Corporate platform Corporation | $64.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SERENITY CAPITAL ADVISORS INC. CRD 332396 | Pittsford, NY | Corporate platform Corporation | $64.3M | 1 advisors | Percentage of AUM | View | |
| LAGOS WEALTH ADVISORS CRD 117551 | Diamond Bar, CA | Corporate platform Corporation | $64.2M | 3 advisors | Percentage of AUM | View | |
| GOTO FINANCIAL CRD 155948 | — | Corporate platform Corporation | $64.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLLAND INVESTMENT MANAGEMENT, INC. CRD 159060 | Fort Worth, TX | Corporate platform Corporation | $64.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORGAN FINANCIAL INCORPORATED CRD 133775 | Oley, PA | Corporate platform Corporation | $64.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CROSSWALK INVESTMENT ADVISORY, INC. CRD 123428 | Strasburg, PA | Corporate platform Corporation | $63.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SCENIC WEALTH MANAGEMENT, LLC CRD 154290 | — | Corporate platform Corporation | $63.9M | 1 advisors | Percentage of AUM | View | |
| OTG ASSET MANAGEMENT, LTD. CRD 309729 | La Paz | Corporate platform Corporation | $63.8M | 1 advisors | Percentage of AUM | View | |
| MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING CRD 125276 | Augusta, GA | Corporate platform Corporation | $63.7M | 3 advisors | Percentage of AUM | View | |
| SLOAN ADVISORY GROUP, INC. CRD 284325 | Glens Falls, NY | Corporate platform Corporation | $63.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EIGHT VENTURES PRIVATE WEALTH MANAGEMENT CRD 305771 | — | Corporate platform Corporation | $63.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUND INVESTMENT STRATEGIES, INC. CRD 141440 | Bothell, WA | Corporate platform Corporation | $63.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MERIDIAN FINANCIAL GROUP, INC. CRD 155067 | Milwaukie, OR | Corporate platform Corporation | $63.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINSLOW DRAKE, INC. CRD 286638 | — | Corporate platform Corporation | $63.2M | 1 advisors | Percentage of AUM | View | |
| WEALTHY & WISE FAMILY OFFICE CRD 120278 | Columbia, MD | Corporate platform Corporation | $63.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MG FINANCIAL, INC. CRD 169448 | — | Corporate platform Corporation | $63.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THE JOURNEYS GROUP, INC. CRD 152275 | Winterville, NC | Corporate platform Corporation | $63.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALUE MONITORING, INC CRD 106056 | Menlo Park, CA | Corporate platform Corporation | $62.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BACKER CRD 281813 | San Francisco, CA | Corporate platform Corporation | $62.9M | 1 advisors | Fixed fees | View | |
| I-SQUARED WEALTH MANAGEMENT, INC. CRD 282152 | Totowa, NJ | Corporate platform Corporation | $62.8M | 1 advisors | Percentage of AUM | View | |
| THE CAPITAL GROUP CRD 129615 | Warwick, RI | Corporate platform Corporation | $62.8M | 1 advisors | Percentage of AUM; Hourly charges | View |