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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 | |||||
|---|---|---|---|---|---|---|---|
| FLECKENSTEIN CAPITAL, INC. CRD 116810 | — | Corporate platform Corporation | $61.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PERFORMANCE TRACKING INC. CRD 116575 | — | Corporate platform Corporation | $61.2M | 1 advisors | Percentage of AUM | View | |
| HAPPYRICH CAPITAL CRD 305410 | — | Corporate platform Corporation | $61.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHADWICK FINANCIAL CRD 337228 | Colleyville, TX | Corporate platform Corporation | $61.0M | 2 advisors | Percentage of AUM | View | |
| FORWARD INVESTMENT ADVISORS, INC. CRD 106143 | Madison, WI | Corporate platform Corporation | $60.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RESPONSIVE FINANCIAL GROUP, INC. CRD 126718 | — | Corporate platform Corporation | $60.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERITUS INVESTMENT MANAGEMENT, INC. CRD 108328 | Mill Valley, CA | Corporate platform Corporation | $60.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| THUNDERBIRD WEALTH MANAGEMENT, INC. CRD 292892 | — | Corporate platform Corporation | $60.8M | 2 advisors | Percentage of AUM | View | |
| DANIEL INVESTMENTS, INC. CRD 124444 | Troy, MI | Corporate platform Corporation | $60.7M | 1 advisors | Percentage of AUM | View | |
| WESBAN FINANCIAL CONSULTANTS, P.C. CRD 110531 | Birmingham, AL | Corporate platform Corporation | $60.7M | 1 advisors | Percentage of AUM | View | |
| RABBANIAN FINANCIAL PLANNING, INC. CRD 114395 | — | Corporate platform Corporation | $60.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVANCED FINANCIAL STRATEGISTS INC CRD 106463 | — | Corporate platform Corporation | $60.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NORSEMAN ADVISORY GROUP, INC. CRD 143691 | Newport News, VA | Corporate platform Corporation | $60.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SOMERVILLE ASSOCIATES CRD 124214 | — | Corporate platform Corporation | $60.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEIF CLARKE WEALTH MANAGEMENT, INC. CRD 146369 | Ashland, KY | Corporate platform Corporation | $60.3M | 1 advisors | Percentage of AUM | View | |
| INTERWEST INVESTMENT ADVISORS, INC CRD 142840 | Boise, ID | Corporate platform Corporation | $60.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRESCOTT INVESTOR SERVICES, INC. CRD 114468 | Prescott, AZ | Corporate platform Corporation | $60.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FAIRWAY ASSET MANAGEMENT, INC. CRD 142038 | San Ramon, CA | Corporate platform Corporation | $60.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| R & R FINANCIAL PLANNERS, INC. CRD 113291 | East Meadow, NY | Corporate platform Corporation | $60.1M | 2 advisors | Percentage of AUM | View | |
| MD WEALTH PARTNERS, INC CRD 159131 | Westlake Village, CA | Corporate platform Corporation | $60.0M | 2 advisors | Percentage of AUM | View | |
| CRINITE FINANCIAL STRATEGIES CRD 122971 | Las Vegas, NV | Corporate platform Corporation | $60.0M | 1 advisors | Percentage of AUM | View | |
| EMBARCADERO CAPITAL ADVISORS, INC. CRD 329285 | Laguna Hills, CA | Corporate platform Corporation | $60.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE VIABLE GROUP, INC. CRD 143266 | San Antonio, TX | Corporate platform Corporation | $60.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WESLING FINANCIAL PLANNING SERVICES CORP. CRD 141424 | Alexandria, VA | Corporate platform Corporation | $60.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |