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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 | |||||
|---|---|---|---|---|---|---|---|
| AXIOM FOUNDERS FAMILY OFFICE CRD 313318 | Scottsdale, AZ | Corporate platform Corporation | $36.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TANGENT RETIREMENT CRD 340705 | — | Corporate platform Corporation | $36.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OPEN DOOR INVESTMENT ADVISORS, INC. CRD 123173 | — | Corporate platform Corporation | $36.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| OPTIMA CAPITAL MANAGEMENT CRD 132775 | Billings, MT | Corporate platform Corporation | $36.8M | 1 advisors | Percentage of AUM; ESTIMATED FLAT PROJECT FEE STRATEGIC BUSINESS ADVISORY SERVICES | View | |
| THE ASPEN EQUITY GROUP CRD 118282 | Waco, TX | Corporate platform Corporation | $36.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEMENTS INVESTMENT MANAGEMENT CRD 168857 | — | Corporate platform Corporation | $36.7M | 0 total employees | Percentage of AUM | View | |
| AFSC ADVISORS, INC CRD 281467 | Council Bluffs, IA | Corporate platform Corporation | $36.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CHANEY FINANCIAL SERVICES, INC. CRD 145602 | Glendale, CA | Corporate platform Corporation | $36.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROYAL WEALTH MANAGEMENT CRD 147636 | — | Corporate platform Corporation | $36.5M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| PERCY E. BOLTON ASSOCIATES, INC. CRD 116174 | Pasadena, CA | Corporate platform Corporation | $36.4M | 1 advisors | Hourly charges; Fixed fees | View | |
| FINANCIAL PLANNING PROFESSIONALS, INC. CRD 125319 | Stuart, FL | Corporate platform Corporation | $36.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOEHLER FINANCIAL SERVICES, INC. CRD 123092 | Stevensville, MI | Corporate platform Corporation | $36.4M | 1 advisors | Percentage of AUM | View | |
| SLATEN WEALTH MANAGEMENT CRD 322802 | Anaheim, CA | Corporate platform Corporation | $36.2M | 1 advisors | Percentage of AUM | View | |
| MT FINANCIAL PLANNING CRD 307686 | Lake Barrington, IL | Corporate platform Corporation | $36.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILICON VALLEY CAPITAL MANAGEMENT CRD 43242 | — | Corporate platform Corporation | $36.1M | 1 advisors | Percentage of AUM | View | |
| MF ADVISERS, INC. CRD 155518 | — | Corporate platform Corporation | $35.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ICN HOLDING CRD 125761 | Freehold, NJ | Corporate platform Corporation | $35.6M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RABENOLD ADVISORS, INC. CRD 283882 | Williamsville, NY | Corporate platform Corporation | $35.6M | 1 advisors | Percentage of AUM · NEGOTIATED FINANCIAL PLANNING FEE +1 more | View | |
| DISRUPTIVESECULARGROWTH CORPORATION CRD 300867 | Mountain View, CA | Corporate platform Corporation | $35.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DS WEALTH ADVISORS, INC. CRD 172878 | Pittsburgh, PA | Corporate platform Corporation | $35.4M | 1 employees | Percentage of AUM; Hourly charges | View | |
| INSIGHT FINANCIAL CRD 286467 | Tigard, OR | Corporate platform Corporation | $35.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| S.G. LONG & COMPANY CRD 47511 | Missoula, MT | Corporate platform Corporation | $35.3M | 15 advisors | Percentage of AUM | View | |
| JEPSEN FINANCIAL CRD 115161 | — | Corporate platform Corporation | $35.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CREATIVE CAPITAL WEALTH MANAGEMENT GROUP CRD 304376 | Chester Springs, PA | Corporate platform Corporation | $35.0M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View |