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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 | |||||
|---|---|---|---|---|---|---|---|
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. CRD 611 | Omaha, NE | Corporate platform Corporation | $32.0M | 285 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ACCORD CAPITAL MANAGEMENT, LTD. CRD 285933 | Boise, ID | Corporate platform Corporation | $32.0M | 2 advisors | Percentage of AUM | View | |
| RELIANCE INVESTING, INC. CRD 148481 | Sacramento, CA | Corporate platform Corporation | $32.0M | 3 advisors | Percentage of AUM | View | |
| SPIEHS WEALTH MANAGEMENT, INC. CRD 328455 | Grand Island, NE | Corporate platform Corporation | $32.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AVISTA WEALTH MANAGEMENT CRD 151366 | Northbrook, IL | Corporate platform Corporation | $31.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BALOPOLE INVESTMENT MANAGEMENT CORPORATION CRD 135621 | San Mateo, CA | Corporate platform Corporation | $31.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH MANAGEMENT GROUP CRD 108749 | — | Corporate platform Corporation | $31.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN FINANCIAL MANAGEMENT, LTD. CRD 111016 | Owings Mills, MD | Corporate platform Corporation | $31.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CREATIVE FUNDING CORPORATION CRD 117439 | Bloomfield, CT | Corporate platform Corporation | $31.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GYGI CAPITAL MANAGEMENT CRD 149662 | Cedar Hills, UT | Corporate platform Corporation | $31.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WRIGHT BENEFIT ADVISORS INC. CRD 289479 | Lake Forest, IL | Corporate platform Corporation | $31.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ALLEN INVESTMENT MANAGEMENT CRD 174891 | — | Corporate platform Corporation | $31.4M | 1 advisors | Percentage of AUM | View | |
| WARREN WEALTH MANAGEMENT & TAX PLANNING INC. CRD 305992 | Louisville, KY | Corporate platform Corporation | $31.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CORLETT FINANCIAL, INC. CRD 289019 | San Diego, CA | Corporate platform Corporation | $31.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BACHE CAPITAL MANAGEMENT CRD 113719 | — | Corporate platform Corporation | $31.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCA CROSS BORDER ADVISORS INC. CRD 168125 | Montreal, AZ | Corporate platform Corporation | $31.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FARRAUTO WEALTH MANAGEMENT, INC CRD 129684 | New York, NY | Corporate platform Corporation | $31.1M | 1 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| BEACON FINANCIAL PLANNERS, INC CRD 297938 | Houston, TX | Corporate platform Corporation | $31.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SPINELLI FINANCIAL ADVISORS, INC CRD 128833 | — | Corporate platform Corporation | $31.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TIFIN GIVE CRD 313261 | Boulder, CO | Corporate platform Corporation | $30.9M | 2 advisors | Fixed fees; MANAGEMENT FEES (A PORTION OF EACH UNDERLYING DAF'S AUM) | View | |
| CHANCELLOR FINANCIAL SERVICES, INC. CRD 286148 | Orland Park, IL | Corporate platform Corporation | $30.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINANCIAL ONE, INC. CRD 168061 | — | Corporate platform Corporation | $30.9M | 1 advisors | Percentage of AUM | View | |
| HURLEY WEALTH MANAGEMENT GROUP, INC CRD 155475 | Oakland, FL | Corporate platform Corporation | $30.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OUTLOOK FINANCIAL SERVICES CRD 133179 | Anchorage, AK | Corporate platform Corporation | $30.7M | 1 advisors | Hourly charges; Fixed fees | View |