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 | |||||
|---|---|---|---|---|---|---|---|
| WALLS INVESTMENT MANAGEMENT COMPANY CRD 123440 | Bluffton, SC | Corporate platform Corporation | $55.3M | 2 advisors | Percentage of AUM | View | |
| BARRINGTON ASSET MANAGEMENT, INC. CRD 113740 | Chicago, IL | Corporate platform Corporation | $55.2M | 3 advisors | Percentage of AUM | View | |
| THE LINKOUS GROUP, LTD. CRD 122557 | Fountain Hills, AZ | Corporate platform Corporation | $55.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COACHWISE FINANCIAL SOLUTIONS, INC. CRD 133271 | Tulsa, OK | Corporate platform Corporation | $55.2M | 2 advisors | Percentage of AUM | View | |
| TRINITY ASSET MANAGEMENT, INC. CRD 109152 | — | Corporate platform Corporation | $55.1M | 1 advisors | Percentage of AUM | View | |
| LOCKE FINANCIAL SERVICES, INC. CRD 117611 | Palatine, IL | Corporate platform Corporation | $55.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VEDA FINANCIAL INVESTMENT ADVISORY CRD 173448 | Newport Beach, CA | Corporate platform Corporation | $55.0M | 1 advisors | Percentage of AUM | View | |
| PALMETTO COAST ADVISORS, INC. CRD 270012 | Mt. Pleasant, SC | Corporate platform Corporation | $54.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOND FINANCIAL GROUP, INC. CRD 289214 | East Longmeadow, MA | Corporate platform Corporation | $54.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONKIN FINANCIAL GROUP, INC. CRD 328254 | Edmond, OK | Corporate platform Corporation | $54.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL RESOURCES AND INSURANCE, INC CRD 301878 | Huntington Beach, CA | Corporate platform Corporation | $54.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| S.H. CAPITAL MANAGEMENT CORP. CRD 145239 | Boca Raton, FL | Corporate platform Corporation | $54.8M | 1 advisors | Percentage of AUM | View | |
| GROESBECK INVESTMENT MANAGEMENT CORP CRD 106679 | Paramus, NJ | Corporate platform Corporation | $54.7M | 1 advisors | Percentage of AUM | View | |
| FAIRPORT ADVISORS, INC. CRD 117177 | Scottsdale, AZ | Corporate platform Corporation | $54.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEGIANCE FINANCIAL SERVICES, INC. CRD 123847 | Hingham, MA | Corporate platform Corporation | $54.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NUTFIELD FINANCIAL CRD 117419 | — | Corporate platform Corporation | $54.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENT GROWTH MANAGEMENT, INC CRD 135755 | — | Corporate platform Corporation | $54.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIEDEMANN & ASSOCIATES INVESTMENT ADVISORS, INC. CRD 128873 | — | Corporate platform Corporation | $54.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOK FINANCIAL PLANNING & TAX, INC. CRD 289716 | Millis, MA | Corporate platform Corporation | $54.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| 5 TALENTS ADVISORS, INC CRD 333270 | Cameron Park, CA | Corporate platform Corporation | $54.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARRISON LAZARUS ADVISORS, INC. CRD 144089 | — | Corporate platform Corporation | $54.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROVIDENT WEALTH MANAGEMENT CRD 299389 | Burlington, NC | Corporate platform Corporation | $53.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTELLIVEST WEALTH MANAGEMENT CRD 307398 | Boiling Springs, SC | Corporate platform Corporation | $53.7M | 2 advisors | Percentage of AUM | View | |
| WEALTH SOLUTIONS, INC. CRD 35331 | The Woodlands, TX | Corporate platform Corporation | $53.7M | 1 advisors | Percentage of AUM; Fixed fees | View |