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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 | |||||
|---|---|---|---|---|---|---|---|
| CROSS BORDER WEALTH ADVISORS CRD 309890 | — | Corporate platform Corporation | $33.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VANTAGE POINT MANAGEMENT, INC. CRD 287757 | North Ogden, UT | Corporate platform Corporation | $33.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| DAHL FINANCIAL SERVICES, INC. CRD 123077 | Polo, IL | Corporate platform Corporation | $33.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH MANAGEMENT INSTITUTE LTD. CRD 119699 | — | Corporate platform Corporation | $33.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEW MILLENNIUM ASSET MANAGEMENT, INC. CRD 143465 | — | Corporate platform Corporation | $33.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CSA FINANCIAL MANAGEMENT, INC. CRD 123316 | — | Corporate platform Corporation | $33.2M | 1 advisors | Percentage of AUM | View | |
| AJAX CAPITAL ADVISORS, INC. CRD 150229 | Atlanta, GA | Corporate platform Corporation | $33.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MCMILLAN ANALYSIS CORPORATION CRD 128920 | — | Corporate platform Corporation | $33.1M | 4 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| TELOS SOLUTIONS CRD 165154 | — | Corporate platform Corporation | $33.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FUNDAMENTAL ADVISORS, INC. CRD 122643 | Houston, TX | Corporate platform Corporation | $33.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CELAYA WEALTH MANAGEMENT CRD 172948 | — | Corporate platform Corporation | $32.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WYCHICK INVESTMENT ADVISORS, INC. CRD 137957 | — | Corporate platform Corporation | $32.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUBIK CAPITAL INC CRD 312376 | Miami, FL | Corporate platform Corporation | $32.8M | 2 advisors | Percentage of AUM | View | |
| ASCEND FINANCIAL ADVISERS, INC CRD 113273 | Irvine, CA | Corporate platform Corporation | $32.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PLATINUM PLANNING, INC. CRD 120213 | Sarasota, FL | Corporate platform Corporation | $32.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE TREE WEALTH CRD 298951 | Fairport, NY | Corporate platform Corporation | $32.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOXMAN ASSET ADVISORS INC. CRD 310637 | Rockville, MD | Corporate platform Corporation | $32.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLENMORE FINANCIAL, INC. CRD 145500 | — | Corporate platform Corporation | $32.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JEFFREY A. DRAYTON FINANCIAL GROUP, INC. CRD 290721 | Maple Grove, MN | Corporate platform Corporation | $32.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PLANNING ASSOCIATES, INC. CRD 121808 | Phoenix, AZ | Corporate platform Corporation | $32.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEDGEFIELD WEALTH MANAGEMENT CRD 292442 | — | Corporate platform Corporation | $32.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FISCAL DYNAMICS INCORPORATED CRD 111155 | Farmington, CT | Corporate platform Corporation | $32.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PLAN B INVESTMENTS, INC. CRD 136162 | Carmel Valley, CA | Corporate platform Corporation | $32.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PUREPATH WEALTH MANAGEMENT CRD 168247 | Land O' Lakes, FL | Corporate platform Corporation | $32.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View |