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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 | |||||
|---|---|---|---|---|---|---|---|
| GEDER INVESTMENT MANAGEMENT, INC. CRD 113237 | — | Corporate platform Corporation | $27.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RETIREMENT PLANNING CONSULTANTS INC CRD 310925 | South Charleston, WV | Corporate platform Corporation | $26.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAFE HARBOR ASSET MANAGEMENT, INC. CRD 124787 | Huntington, NY | Corporate platform Corporation | $26.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ASSET MANAGEMENT GROUP, INC. CRD 288745 | — | Corporate platform Corporation | $26.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KARAGOSIAN FINANCIAL SERVICES, INC CRD 124532 | Croton On Hudson, NY | Corporate platform Corporation | $26.8M | 1 advisors | Percentage of AUM | View | |
| SOVEREIGN CAPITAL VANTAGE, INC. CRD 288492 | — | Corporate platform Corporation | $26.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FOUR SEASONS INVESTMENT MANAGEMENT, INC. CRD 114958 | — | Corporate platform Corporation | $26.7M | 1 advisors | Percentage of AUM | View | |
| WORLD CHOICE SECURITIES, INC. CRD 30933 | Columbus, OH | Corporate platform Corporation | $26.7M | 3 advisors | Percentage of AUM | View | |
| HIP INVESTOR, INC. CRD 149825 | — | Corporate platform Corporation | $26.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORDHAM FINANCIAL SERVICES, INC. CRD 125887 | Hoschton, GA | Corporate platform Corporation | $26.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JST INVESTMENT CONSULTING CRD 158687 | Seal Beach, CA | Corporate platform Corporation | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEN CAPITAL ADVISORY GROUP, INC. CRD 164701 | El Cerrito, CA | Corporate platform Corporation | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A.I.M. FINANCIAL GROUP, INC. CRD 134393 | — | Corporate platform Corporation | $26.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LAGER & COMPANY, INC. CRD 115213 | — | Corporate platform Corporation | $26.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WHICHARD ROACH FINANCIAL CRD 334854 | Greensboro, NC | Corporate platform Corporation | $26.5M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| PACIFIC UNITED PLANNING, INC. CRD 283091 | — | Corporate platform Corporation | $26.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RIVER TREE CAPITAL MANAGEMENT CRD 165530 | — | Corporate platform Corporation | $26.3M | 1 advisors | Percentage of AUM | View | |
| MCCANN WEALTH STRATEGIES,INC. CRD 155646 | State College, PA | Corporate platform Corporation | $26.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAYKIN WEALTH MANAGEMENT, CORP CRD 309252 | Denver, CO | Corporate platform Corporation | $26.3M | 2 advisors | Percentage of AUM | View | |
| MCDONALD HARTMAN WEALTH ADVISORS CRD 316031 | Santa Monica, CA | Corporate platform Corporation | $26.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH2B CRD 331220 | — | Corporate platform Corporation | $26.2M | 1 advisors | Percentage of AUM; Subscription fees | View | |
| MONETARY MANAGEMENT CORPORATION CRD 131584 | San Francisco, CA | Corporate platform Corporation | $26.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTALL, INC. CRD 285955 | New York, NY | Corporate platform Corporation | $26.2M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| INSIGHT FINANCIAL, INC. CRD 144144 | — | Corporate platform Corporation | $26.1M | 1 advisors | Percentage of AUM | View |