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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 | |||||
|---|---|---|---|---|---|---|---|
| FREEDOM CAPITAL ADVISORS INC CRD 161355 | — | Corporate platform Corporation | $45.0M | 3 advisors | Percentage of AUM | View | |
| SICKLE HUNTER FINANCIAL ADVISORS CRD 172256 | Tampa, FL | Corporate platform Corporation | $45.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCGEHEE WEALTH ADVISORY GROUP, INC. CRD 153804 | Indian Land, SC | Corporate platform Corporation | $45.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BEAL CONSULTING, INC. CRD 133313 | Plymouth, MA | Corporate platform Corporation | $44.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| COMPANION PORTFOLIO MANAGEMENT CRD 155897 | Sequim, WA | Corporate platform Corporation | $44.9M | 1 advisors | Percentage of AUM | View | |
| SPILLANE FINANCIAL PLANNING, INC. CRD 131589 | — | Corporate platform Corporation | $44.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| QUALIFIED PLANNING CRD 304788 | San Diego, CA | Corporate platform Corporation | $44.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTRESS INVESTMENT SERVICES, LTD CRD 116804 | — | Corporate platform Corporation | $44.6M | 1 advisors | Percentage of AUM | View | |
| CASEY WEALTH MANAGEMENT, INC. CRD 124098 | Orland Park, IL | Corporate platform Corporation | $44.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| INVERLOCHY CAPITAL, INC. CRD 132253 | NY | Corporate platform Corporation | $44.4M | 1 advisors | Percentage of AUM | View | |
| ADVISOR SERVICES, INC. CRD 107666 | Tucson, AZ | Corporate platform Corporation | $44.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUSSENHEIDE CAPITAL MANAGEMENT, INC CRD 134053 | — | Corporate platform Corporation | $44.4M | 2 advisors | Percentage of AUM | View | |
| FAO WEALTH INC CRD 335746 | Trumbull, CT | Corporate platform Corporation | $44.4M | 2 advisors | Percentage of AUM | View | |
| THOMPSON WEALTH ADVISORS CRD 140871 | Statesville, NC | Corporate platform Corporation | $44.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THRIVE FINANCIAL PLANNING CRD 172558 | El Dorado Hills, CA | Corporate platform Corporation | $44.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COONEY FINANCIAL ADVISORS INC CRD 123075 | Marlton, NJ | Corporate platform Corporation | $44.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERIDIAN FINANCIAL GROUP CRD 116436 | — | Corporate platform Corporation | $44.2M | 1 advisors | Percentage of AUM; Commissions | View | |
| COMPOSEDPRO, INC. CRD 297440 | San Antonio, TX | Corporate platform Corporation | $44.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BDM INVESTMENTS, INC. CRD 127170 | Kennesaw, GA | Corporate platform Corporation | $44.1M | 2 advisors | Percentage of AUM | View | |
| STEVE GARRETT AND ASSOCIATES,INC. CRD 126791 | Glendora, CA | Corporate platform Corporation | $44.0M | 0 total employees | Hourly charges | View | |
| TRUFINANCIAL REGISTERED INVESTMENT ADVISORY SERVICES, INC CRD 298639 | — | Corporate platform Corporation | $44.0M | 2 advisors | Percentage of AUM | View | |
| SABIN INVESTMENT MANAGEMENT, INC. CRD 143629 | — | Corporate platform Corporation | $44.0M | 2 advisors | Percentage of AUM | View | |
| CHAIKIN CAPITAL MANAGEMENT INC. CRD 128842 | — | Corporate platform Corporation | $43.5M | 1 advisors | Percentage of AUM | View | |
| REGAL CAPITAL MANAGEMENT, INC. CRD 126952 | Bedford, IN | Corporate platform Corporation | $43.2M | 1 advisors | Percentage of AUM; Hourly charges | View |