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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 | |||||
|---|---|---|---|---|---|---|---|
| LONG FAMILY OFFICE CRD 110990 | Wilmington, NC | Corporate platform Corporation | $50.2M | 2 advisors | Percentage of AUM | View | |
| PORTFOLIO STRATEGIES INC CRD 104685 | Tacoma, WA | Corporate platform Corporation | $50.2M | 3 advisors | Percentage of AUM | View | |
| MERLIN ASSET MANAGEMENT CRD 284790 | Newport, RI | Corporate platform Corporation | $50.2M | 1 advisors | Percentage of AUM | View | |
| PULSE WEALTH CRD 322651 | — | Corporate platform Corporation | $50.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RSG FINANCIAL GROUP INC CRD 136849 | Stockton, CA | Corporate platform Corporation | $50.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| DATAPATH INVESTMENT ADVISORS, INC. CRD 156437 | Little Rock, AR | Corporate platform Corporation | $50.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| MANETTA WEALTH CRD 328836 | Danville, CA | Corporate platform Corporation | $50.0M | 1 advisors | Percentage of AUM | View | |
| PRIVATE PORTFOLIO OF SAN DIEGO CRD 36644 | La Jolla, CA | Corporate platform Corporation | $50.0M | 9 advisors | Percentage of AUM | View | |
| JASON JANES WEALTH MANAGEMENT, INC. CRD 313041 | Princeton, MN | Corporate platform Corporation | $49.8M | 1 advisors | Percentage of AUM | View | |
| INVESTOR RESOURCES INC CRD 110766 | Bothell, WA | Corporate platform Corporation | $49.8M | 2 advisors | Percentage of AUM | View | |
| EASTSPRING US CRD 169439 | Chicago, IL | Corporate platform Corporation | $49.7M | 4 advisors | INTRA-GROUP ALLOCATION | View | |
| WEALTH STRATEGIES GROUP CRD 326407 | — | Corporate platform Corporation | $49.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| REVOLUTION CAPITAL, INC CRD 132041 | — | Corporate platform Corporation | $49.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GILLILAND INVESTMENT MANAGEMENT, INC. CRD 124490 | Canyon, TX | Corporate platform Corporation | $49.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HOLMES INVESTMENT MANAGEMENT, INC. CRD 123920 | Brockton, MA | Corporate platform Corporation | $49.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HAFNIA FINANCIAL, INC. CRD 315096 | San Diego, CA | Corporate platform Corporation | $49.5M | 2 advisors | Percentage of AUM | View | |
| CASTLE ROCK FINANCIAL PLANNING, INC. CRD 174507 | Mendota Heights, MN | Corporate platform Corporation | $49.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CPA INVESTMENT SOLUTIONS, INC. CRD 144888 | Sarasota, FL | Corporate platform Corporation | $49.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOWER WEALTH ADVISORS, INC. CRD 154053 | Wheaton, IL | Corporate platform Corporation | $49.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE DELTA GROUP CRD 111852 | Sonoma, CA | Corporate platform Corporation | $49.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOLID ROCK WEALTH MANAGEMENT CRD 170264 | Bozeman, MT | Corporate platform Corporation | $49.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW RIVER INVESTMENTS CRD 157173 | — | Corporate platform Corporation | $49.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EAGLE ROCK FINANCIAL ADVISERS, LTD. CRD 125749 | Lancaster, PA | Corporate platform Corporation | $48.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALEXANDER BEARD (USA) INC. CRD 134642 | Ellesmere Port, Cheshire, CA | Corporate platform Corporation | $48.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |