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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 | |||||
|---|---|---|---|---|---|---|---|
| MOORE FINANCIAL MANAGEMENT, INC. CRD 289983 | — | Corporate platform Corporation | $29.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CB3 FINANCIAL GROUP, INC. CRD 159156 | — | Corporate platform Corporation | $29.5M | 2 advisors | Percentage of AUM | View | |
| TWIN CITIES WEALTH STRATEGIES, INC. CRD 286372 | Maple Grove, MN | Corporate platform Corporation | $29.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NTACT RETIREMENT SOLUTIONS CRD 119382 | Las Vegas, NV | Corporate platform Corporation | $29.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TMG WEALTH ADVISORS, INC. CRD 155180 | Beaverton, OR | Corporate platform Corporation | $29.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INCEPTION FINANCIAL SERVICES CRD 318694 | Costa Mesa, CA | Corporate platform Corporation | $29.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NICHOLS INVESTMENT ADVISORY SERVICES CRD 128465 | Mashpee, MA | Corporate platform Corporation | $29.0M | 1 advisors | Percentage of AUM; PERFORMANCE REPORTING | View | |
| WAXMAN FINANCIAL CRD 141543 | — | Corporate platform Corporation | $29.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALIGNED ADVISORS CRD 173796 | Oceanside, CA | Corporate platform Corporation | $29.0M | 2 advisors | Percentage of AUM; FLAT FEE FOR THE COLLECTION AND ORGANIZATION OF FINANCIAL INFO | View | |
| HERMOSA WEALTH MANAGEMENT CRD 310771 | Hermosa Beach, CA | Corporate platform Corporation | $28.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PROFIT STRATEGIES, INC. CRD 112976 | — | Corporate platform Corporation | $28.9M | 1 advisors | Percentage of AUM | View | |
| LIBERTY ADVISORY GROUP, INC. CRD 334164 | Ponte Vedra Beach, FL | Corporate platform Corporation | $28.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MIDAS CAPITAL MANAGEMENT CRD 334335 | San Francisco, CA | Corporate platform Corporation | $28.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VSI SECURITIES, INC. CRD 114419 | Miami, FL | Corporate platform Corporation | $28.5M | 2 advisors | Percentage of AUM | View | |
| FARMAND INVESTMENT SERVICES, INC. CRD 144427 | Jacksonville, FL | Corporate platform Corporation | $28.5M | 2 advisors | Percentage of AUM; INITIAL PORTFOLIO SET-UP FEES | View | |
| GARRISON ASSET MANAGEMENT, INC. CRD 142004 | — | Corporate platform Corporation | $28.5M | 1 advisors | Percentage of AUM | View | |
| FRIED ASSET MANAGEMENT, INC. CRD 118391 | — | Corporate platform Corporation | $28.5M | 1 advisors | Percentage of AUM | View | |
| DELAWARE AVENUE ADVISORS INC. CRD 160020 | Buffalo, NY | Corporate platform Corporation | $28.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES CRD 142187 | Gainesville, FL | Corporate platform Corporation | $28.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MEYERS FINANCIAL SERVICES CRD 136624 | Sonoma, CA | Corporate platform Corporation | $28.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LOTZER & CO.,INC. CRD 113087 | — | Corporate platform Corporation | $28.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PATHWAY FINANCIAL PLANNING, INC. CRD 173222 | Newport News, VA | Corporate platform Corporation | $28.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. CRD 300408 | Granada Hills, CA | Corporate platform Corporation | $28.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| UNIVERSE, INC. CRD 130730 | Brooklyn, NY | Corporate platform Corporation | $28.2M | 1 advisors | Percentage of AUM; Hourly charges | View |