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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 | |||||
|---|---|---|---|---|---|---|---|
| NORTH FINANCIAL INC CRD 284561 | University Place, WA | Corporate platform Corporation | $38.1M | 2 advisors | Percentage of AUM | View | |
| NORTH SHORE CAPITAL GROUP INVESTMENT ADVISORS, INC CRD 309269 | Lake Forest, IL | Corporate platform Corporation | $38.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MCKINNEY ASSET MANAGEMENT INC. CRD 105592 | Atlanta, GA | Corporate platform Corporation | $38.0M | 1 advisors | Percentage of AUM | View | |
| CRYSTAL CAPITAL MANAGEMENT CORPORATION CRD 124599 | Saugus, MA | Corporate platform Corporation | $38.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LIFETIME FINANCIAL CRD 142283 | — | Corporate platform Corporation | $37.9M | 1 advisors | Percentage of AUM | View | |
| EUGENIO FINANCIAL CRD 143260 | — | Corporate platform Corporation | $37.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMORETTI WOLLMAN CAPITAL MANAGEMENT CRD 315111 | San Francisco, CA | Corporate platform Corporation | $37.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERON FINANCE CRD 327608 | San Francisco, CA | Corporate platform Corporation | $37.7M | 2 advisors | Percentage of AUM | View | |
| DP CAPITAL MANAGEMENT INC. CRD 145776 | — | Corporate platform Corporation | $37.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GILMAN HARRIS TRAVIOLI SLOVER ACCOUNTANCY CORPORATION CRD 123470 | Visalia, CA | Corporate platform Corporation | $37.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PATRIOT MULLARE ASSOCIATES, INC CRD 122986 | Hingham, MA | Corporate platform Corporation | $37.6M | 1 advisors | Percentage of AUM | View | |
| RIDGE INVESTMENT ADVISORS CRD 111997 | Novi, MI | Corporate platform Corporation | $37.6M | 1 advisors | Percentage of AUM | View | |
| CORNERSTONE ASSET MANAGEMENT SERVICES, INC. CRD 137712 | Broadview Heights, OH | Corporate platform Corporation | $37.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE SHERWIN GROUP CRD 165093 | St.. Peter, MN | Corporate platform Corporation | $37.6M | 2 advisors | Percentage of AUM | View | |
| VOLUMETRIC ADVISERS CRD 107351 | NY | Corporate platform Corporation | $37.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HERMITAGE WEALTH CRD 333235 | Richmond, VA | Corporate platform Corporation | $37.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SECOND MOUNTAIN FINANCIAL, INC. CRD 152493 | Redondo Beach, CA | Corporate platform Corporation | $37.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL PLANNING ADVISORS, INC. CRD 122625 | Alton, IL | Corporate platform Corporation | $37.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL FINANCIAL CONSULTANTS GROUP, INC. CRD 133657 | San Juan Capistrano, CA | Corporate platform Corporation | $37.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TLP FINANCIAL SERVICES, INC. CRD 283449 | — | Corporate platform Corporation | $37.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MUCH WEALTH MANAGEMENT, INC. CRD 150356 | Southlake, TX | Corporate platform Corporation | $37.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| POCHOP FINANCIAL MANAGEMENT, INC. CRD 141397 | South Burlington, VT | Corporate platform Corporation | $37.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COASTAL FINANCIAL PLANNING, INC. CRD 117649 | Lincoln, RI | Corporate platform Corporation | $37.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HEATH CAPITAL MANAGEMENT, INC. CRD 120861 | — | Corporate platform Corporation | $37.0M | 1 advisors | Percentage of AUM; Fixed fees | View |