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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 | |||||
|---|---|---|---|---|---|---|---|
| PENSION MAXIMA INVESTMENT ADVISORY, INC. CRD 144858 | — | Corporate platform Corporation | $39.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STONEWALL ASSET MGMT., INC. CRD 125703 | Roswell, GA | Corporate platform Corporation | $39.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GROUNDWORK WEALTH MANAGEMENT, LLC CRD 170331 | Downingtown, PA | Corporate platform Corporation | $39.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| EVERETT WEALTH SOLUTIONS, INC CRD 151725 | Forest Park, IL | Corporate platform Corporation | $39.3M | 1 advisors | Percentage of AUM | View | |
| TAYLOR STEPHENS, INC. CRD 110055 | — | Corporate platform Corporation | $39.2M | 1 advisors | Percentage of AUM | View | |
| MJM INVESTMENT ADVISORS, INC. CRD 158212 | — | Corporate platform Corporation | $39.2M | 1 advisors | Percentage of AUM | View | |
| ALEGRIA ASSET MANAGEMENT CRD 117125 | Yakima, WA | Corporate platform Corporation | $39.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| BOLLINGER CAPITAL MANAGEMENT, INC. CRD 134458 | Redondo Beach, CA | Corporate platform Corporation | $39.1M | 2 advisors | Percentage of AUM; MODEL ASSETS | View | |
| FAMILY WEALTH PARTNERS CONCORD, INC CRD 148015 | Concord, NC | Corporate platform Corporation | $39.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ANGLIA ADVISORS CRD 282832 | Valley Stream, NY | Corporate platform Corporation | $39.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUSTAIN FINANCIAL INC. CRD 289303 | — | Corporate platform Corporation | $38.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRENDZ ADVISORS CRD 139528 | Knoxville, TN | Corporate platform Corporation | $38.7M | 1 advisors | Percentage of AUM | View | |
| GRAPE MODERN WEALTH MANAGEMENT CRD 319261 | Temecula, CA | Corporate platform Corporation | $38.6M | 1 advisors | Percentage of AUM | View | |
| SARATOGA INVESTMENT SOLUTIONS INC. CRD 124949 | Saratoga Springs, NY | Corporate platform Corporation | $38.6M | 1 advisors | Hourly charges; Fixed fees | View | |
| CCM INVESTMENT COUNSEL CRD 121174 | Stow, OH | Corporate platform Corporation | $38.6M | 1 advisors | Percentage of AUM | View | |
| CENTORBI FINANCIAL GROUP, INC. CRD 292011 | O'Fallon, MO | Corporate platform Corporation | $38.6M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CANTEBURY CAPITAL, INC. CRD 125063 | — | Corporate platform Corporation | $38.5M | 1 advisors | Percentage of AUM | View | |
| REYNOLDS CAPITAL MANAGEMENT, INC. CRD 285862 | — | Corporate platform Corporation | $38.4M | 1 advisors | Percentage of AUM | View | |
| MEARS MONEY MANAGEMENT CRD 277163 | — | Corporate platform Corporation | $38.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ADAP TAX FINANCIAL, INC. CRD 293211 | Pleasanton, CA | Corporate platform Corporation | $38.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JENNINGS FINANCIAL PLANNING, INC. CRD 129430 | Honolulu, HI | Corporate platform Corporation | $38.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARRIS & ASSOCIATES CRD 134066 | Manhattan Beach, CA | Corporate platform Corporation | $38.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DE CESARE RETIREMENT SPECIALISTS CRD 121458 | Marlton, NJ | Corporate platform Corporation | $38.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOUNTAIN FINANCIAL GROUP, INC. CRD 123364 | Fountain Hills, AZ | Corporate platform Corporation | $38.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |