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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 | |||||
|---|---|---|---|---|---|---|---|
| MRM GROUP CRD 110898 | St. Louis, MO | Corporate platform Corporation | $53.6M | 1 advisors | Percentage of AUM | View | |
| WORLD CLASS UNLIMITED, INC. CRD 164706 | Overland Park, KS | Corporate platform Corporation | $53.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHMERGE EXECUTIVE PLANNING SERVICES, INC. CRD 120059 | Cincinnati, OH | Corporate platform Corporation | $53.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DUNVEGAN ASSOCIATES INC CRD 108603 | Santa Barbara, CA | Corporate platform Corporation | $53.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| OK401K, INC. CRD 286410 | Oklahoma City, OK | Corporate platform Corporation | $53.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SEDG FINANCIAL SERVICES CORP. CRD 155488 | Davie, FL | Corporate platform Corporation | $53.3M | 1 advisors | Percentage of AUM | View | |
| CAPITAL PARTNERS WEALTH MANAGEMENT CRD 291260 | Issaquah, WA | Corporate platform Corporation | $53.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WISDOM INVESTMENTS CRD 123197 | Hoffman Estates, IL | Corporate platform Corporation | $53.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTPARK CAPITAL, INC. CRD 39914 | Los Angeles, CA | Corporate platform Corporation | $53.1M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| CLARK WEALTH STRATEGIES, INC CRD 146090 | Omaha, NE | Corporate platform Corporation | $53.0M | 4 advisors | Percentage of AUM; CONSULTING FEES | View | |
| BLACKLINES FINANCIAL CRD 323340 | Los Angeles, CA | Corporate platform Corporation | $53.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WILSHIRE-PENNINGTON GROUP, INC. CRD 127465 | Nichols Hills, OK | Corporate platform Corporation | $52.8M | 2 advisors | Percentage of AUM | View | |
| PACIFIC CAPITAL WORKS, INC. CRD 152250 | Portland, OR | Corporate platform Corporation | $52.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC. CRD 120856 | Olmsted Falls, OH | Corporate platform Corporation | $52.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUBERA WEALTH MANAGEMENT CRD 161389 | Pasadena, CA | Corporate platform Corporation | $52.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRANK K. SWYDEN ASSET MNGT INC CRD 112396 | — | Corporate platform Corporation | $52.5M | 1 advisors | Percentage of AUM | View | |
| AMERITRUST INVESTMENT ADVISORS INC CRD 108589 | Tulsa, OK | Corporate platform Corporation | $52.4M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CORPORATE BENEFITS CONSULTANTS, INC. CRD 155764 | Wexford, PA | Corporate platform Corporation | $52.4M | 1 advisors | Percentage of AUM | View | |
| THE SCHAMBER GROUP, INC. CRD 166747 | Lafayette, IN | Corporate platform Corporation | $52.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GENERATIONS WEALTH DESIGN CRD 323975 | Topeka, KS | Corporate platform Corporation | $52.3M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EXCELSUS CAPITAL MANAGEMENT CRD 130886 | Manhattan Beach, CA | Corporate platform Corporation | $52.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL MANAGEMENT ADVISORS INC CRD 110447 | Marietta, GA | Corporate platform Corporation | $52.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEMPLEMAN WEALTH MANAGEMENT INC. CRD 312839 | Rancho Santa Margarita, CA | Corporate platform Corporation | $52.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BRIGGS FINANCIAL INC. CRD 291012 | — | Corporate platform Corporation | $52.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |