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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 | |||||
|---|---|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS INVESTMENTS, INC. CRD 171199 | Provo, UT | Corporate platform Corporation | $57.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DYKEN WEALTH STRATEGIES, INC. CRD 293273 | — | Corporate platform Corporation | $57.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HAFELE INVESTMENTS CRD 341803 | Louisville, KY | Corporate platform Corporation | $57.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PHILLIPS RAY CAPITAL MANAGEMENT, INC. CRD 114408 | Fort Worth, TX | Corporate platform Corporation | $57.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NETWORK INVESTMENT ADVISORS INCORPORATED CRD 290927 | Commack, NY | Corporate platform Corporation | $57.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTURION COUNSEL INC CRD 110083 | San Diego, CA | Corporate platform Corporation | $57.4M | 3 advisors | Percentage of AUM | View | |
| LIFE BY DESIGN INVESTMENT ADVISORY SERVICES CRD 301816 | Dana Point, CA | Corporate platform Corporation | $57.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMG CRD 116184 | South Burlington, VT | Corporate platform Corporation | $57.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FIRST DOWN FINANCIAL CRD 313133 | Oviedo, FL | Corporate platform Corporation | $57.0M | 2 advisors | Percentage of AUM | View | |
| JEDI MANAGEMENT, INC. CRD 128805 | Englewood Cliffs, NJ | Corporate platform Corporation | $56.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LA JOLLA ASSET MANAGEMENT, INC. CRD 112327 | San Diego, CA | Corporate platform Corporation | $56.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PREMIER FINANCIAL PLANNING, INC. CRD 145897 | — | Corporate platform Corporation | $56.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCINTOSH CAPITAL ADVISORS, INC. CRD 131188 | Los Angeles, CA | Corporate platform Corporation | $56.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOARDWALK CAPITAL MANAGEMENT, INC. CRD 150487 | — | Corporate platform Corporation | $56.6M | 1 advisors | Percentage of AUM | View | |
| AFS INVESTMENTS CRD 163928 | Turlock, CA | Corporate platform Corporation | $56.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CANNISTRA FINANCIAL ADVISORS INC. CRD 125340 | Mount Kisco, NY | Corporate platform Corporation | $56.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ENVISION ASSET MANAGEMENT, INC. CRD 148451 | — | Corporate platform Corporation | $55.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SUCRE'-VAIL WEALTH ADVISORS CRD 114679 | Houston, TX | Corporate platform Corporation | $55.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERNON MANAGEMENT GROUP, INCORPORATED CRD 117666 | Richm0nd, VA | Corporate platform Corporation | $55.5M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| ISAKOV PLANNING GROUP INC. CRD 153685 | Southampton, PA | Corporate platform Corporation | $55.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MANAGED FINANCIAL SERVICES CORP INC CRD 109806 | Houston, TX | Corporate platform Corporation | $55.5M | 2 advisors | Percentage of AUM | View | |
| THE L.T. FUNDS SA CRD 284551 | Geneva | Corporate platform Corporation | $55.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SCOTT ANDERSON FINANCIAL, INC. CRD 134243 | — | Corporate platform Corporation | $55.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RAIDER DENNIS AGENCY CRD 314415 | Farmington, MI | Corporate platform Corporation | $55.3M | 3 advisors | Percentage of AUM | View |