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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 WEALTH CENTER INC CRD 288964 | Thousand Oaks, CA | Corporate platform Corporation | $41.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PACIFIC GROUP LIMITED CRD 161424 | Sheung Wan | Corporate platform Corporation | $41.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST WESTERN SECURITIES, INC. CRD 19537 | Hurst, TX | Corporate platform Corporation | $41.7M | 6 advisors | Percentage of AUM | View | |
| STONEBRIDGE FINANCIAL SOLUTIONS, INC CRD 139911 | Lone Tree, CO | Corporate platform Corporation | $41.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NFI ADVISORS, INC CRD 130717 | Novi, MI | Corporate platform Corporation | $41.7M | 2 advisors | Percentage of AUM; RESIDUAL REFERRAL OF THIRD-PARTY INVESTMENT ADVISORS. | View | |
| TIMEWEALTH ADVISORS INC. CRD 334595 | Mentor, OH | Corporate platform Corporation | $41.7M | 1 advisors | Percentage of AUM | View | |
| FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC. CRD 124675 | Hillsborough, NJ | Corporate platform Corporation | $41.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENT MONEY MANAGEMENT CRD 145149 | Sarasota, FL | Corporate platform Corporation | $41.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GLACIERWEALTH CRD 116372 | Whitefish, MT | Corporate platform Corporation | $41.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THE PORTOLA GROUP INC CRD 105359 | — | Corporate platform Corporation | $41.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| QUANTUMVEST, INC. CRD 171780 | Scottsdale, AZ | Corporate platform Corporation | $41.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACADIA WEALTH ADVISORS CRD 155698 | — | Corporate platform Corporation | $41.2M | 1 advisors | Percentage of AUM | View | |
| SCIPIONE WEALTH ADVISORS, INC. CRD 121874 | Wyckoff, NJ | Corporate platform Corporation | $41.2M | 1 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| FERRIS WHEEL FINANCE, INC. CRD 292091 | Venice, FL | Corporate platform Corporation | $41.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL STRATEGIES, INC. CRD 121704 | Indianapolis, IN | Corporate platform Corporation | $41.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SPANO ADVISORY SERVICES INC. CRD 113588 | Mahopac, NY | Corporate platform Corporation | $41.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GUIDE ROCK CAPITAL MANAGEMENT, INC. CRD 149820 | Omaha, NE | Corporate platform Corporation | $41.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERG FAIRCLOTH INVESTMENT ADVISORS CRD 118673 | Leesburg, VA | Corporate platform Corporation | $41.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HERRINGTON WEALTH MANAGEMENT CORPORATION CRD 305202 | Frisco, TX | Corporate platform Corporation | $40.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC INVESTMENT MANAGEMENT CRD 129949 | Austin, TX | Corporate platform Corporation | $40.8M | 3 advisors | Percentage of AUM | View | |
| BORRIS NII & COMPANY CRD 104709 | Beverly Hills, CA | Corporate platform Corporation | $40.7M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| RED CEDAR CRD 298677 | Cedar Rapids, IA | Corporate platform Corporation | $40.7M | 1 advisors | Percentage of AUM | View | |
| BIGHORN FINANCIAL CRD 306535 | — | Corporate platform Corporation | $40.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| O'BRIEN CAPITAL MANAGEMENT, INC. CRD 136100 | Nyack, NY | Corporate platform Corporation | $40.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |