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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 | |||||
|---|---|---|---|---|---|---|---|
| TALOMON CAPITAL LIMITED CRD 291835 | London | Corporate platform Corporation | $35.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| EMINENCE WEALTH MANAGEMENT INC. CRD 319111 | Orlando, FL | Corporate platform Corporation | $35.0M | 4 advisors | Percentage of AUM | View | |
| FINANCIAL COMPASS CORPORATION CRD 134754 | Eden Prairie, MN | Corporate platform Corporation | $34.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GARABEDIAN WEALTH MANAGEMENT GROUP CRD 171307 | Pasadena, CA | Corporate platform Corporation | $34.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINDY HILL VENTURES, INC. CRD 134504 | — | Corporate platform Corporation | $34.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC. CRD 129945 | St.. John, IN | Corporate platform Corporation | $34.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| TORREY PINES FINANCIAL, INC. CRD 288213 | San Diego, CA | Corporate platform Corporation | $34.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| THIRD MILLENNIUM ADVISORS, INC. CRD 116860 | Barboursville, VA | Corporate platform Corporation | $34.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FELTON & PEEL WEALTH MANAGEMENT, INC. CRD 298495 | Atlanta, GA | Corporate platform Corporation | $34.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MD INVESTMENT ADVISORS CRD 141593 | — | Corporate platform Corporation | $34.4M | 2 advisors | Percentage of AUM | View | |
| SENTINEL WEALTH INC CRD 122923 | Bonita Springs, FL | Corporate platform Corporation | $34.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LANGE ASSET MANAGEMENT, INC. CRD 140366 | — | Corporate platform Corporation | $34.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A & P WEALTH MANAGEMENT CRD 281261 | — | Corporate platform Corporation | $34.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VESTA FINANCIALCARE CRD 141804 | Philadelphia, PA | Corporate platform Corporation | $34.2M | 1 advisors | Hourly charges; Fixed fees | View | |
| WEST COAST FINANCIAL WEALTH MANAGEMENT, INC CRD 158644 | Walut Creek, CA | Corporate platform Corporation | $34.0M | 1 advisors | Percentage of AUM | View | |
| SINGLE TRACK FINANCIAL, INC. CRD 127318 | Woburn, MA | Corporate platform Corporation | $34.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BUSWELL ASSOCIATES, INC. CRD 112713 | — | Corporate platform Corporation | $33.8M | 1 advisors | Percentage of AUM | View | |
| WEALTH ENHANCEMENT & PRESERVATION, INC. CRD 124368 | Westlake Village, CA | Corporate platform Corporation | $33.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENJAMIN SECURITIES, INC. CRD 7754 | Albany, NY | Corporate platform Corporation | $33.6M | 3 advisors | Percentage of AUM | View | |
| R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC. CRD 137788 | Sunny Isles Beach, FL | Corporate platform Corporation | $33.6M | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CLARIS FINANCIAL ADVISORS, INC. CRD 128660 | Atlanta, GA | Corporate platform Corporation | $33.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIRJI INVESTMENTS, INC. CRD 137001 | Lake Mary, FL | Corporate platform Corporation | $33.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| RELIASTAR CAPITAL MANAGEMENT, INC. CRD 160761 | Dawsonville, GA | Corporate platform Corporation | $33.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BLUEPRINT FINANCIAL SERVICES CRD 301083 | Arvada, CO | Corporate platform Corporation | $33.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |