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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 | |||||
|---|---|---|---|---|---|---|---|
| VESTED WEALTH ADVISORS CRD 155491 | — | Corporate platform Corporation | $21.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GLOBALINVEST FINANCIAL SERVICES, INC. CRD 154466 | Coral Gables, FL | Corporate platform Corporation | $21.9M | 1 advisors | Percentage of AUM | View | |
| BARRETT WEALTH MANAGEMENT CRD 125550 | Rochester, NY | Corporate platform Corporation | $21.8M | 1 advisors | Percentage of AUM | View | |
| DRACO EVOLUTION CRD 329860 | Taipei City, CA | Corporate platform Corporation | $21.8M | 5 advisors | Percentage of AUM · Subscription fees +3 more | View | |
| THE DAVENPORT FINANCIAL GROUP, INC. CRD 282200 | Dayton, OH | Corporate platform Corporation | $21.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CHERRY CREEK FINANCIAL ADVISORS, INC. CRD 122144 | — | Corporate platform Corporation | $21.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH FINANCIAL GROUP WEST, INC. CRD 324051 | Costa Mesa, CA | Corporate platform Corporation | $21.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARRIS HARPER COUNSEL, INC. CRD 121746 | — | Corporate platform Corporation | $21.7M | 1 advisors | Percentage of AUM | View | |
| ADVANCED FINANCIAL MANAGEMENT, INC. CRD 310667 | Lambertville, MI | Corporate platform Corporation | $21.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENVISION WEALTH PLANNING INC. CRD 298672 | Chicago, IL | Corporate platform Corporation | $21.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AMERICAN FINANCIAL PLANNING, INC. CRD 142588 | Roanoke, VA | Corporate platform Corporation | $21.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BANKERS INVESTMENT COUNSELING CRD 325872 | Ventura, CA | Corporate platform Corporation | $21.5M | 1 advisors | Percentage of AUM | View | |
| R & R FINANCIAL CRD 330772 | — | Corporate platform Corporation | $21.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE BISON INVESTMENTS CRD 147216 | — | Corporate platform Corporation | $21.5M | 1 advisors | Percentage of AUM | View | |
| CORRIGIT CAPITAL GROUP CRD 292812 | Pasadena, CA | Corporate platform Corporation | $21.5M | 2 advisors | Percentage of AUM | View | |
| PINEDO FINANCIAL SERVICES CRD 149450 | Roseville, CA | Corporate platform Corporation | $21.3M | 1 advisors | Percentage of AUM | View | |
| THE MCGRIFF ALLIANCE CRD 131477 | Birmingham, AL | Corporate platform Corporation | $21.2M | 0 total employees | Percentage of AUM · Fixed fees +2 more | View | |
| CARROLL FINANCIAL GROUP, INC. CRD 139704 | — | Corporate platform Corporation | $21.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LUCIDITY WEALTH ADVISORS INC. CRD 326482 | — | Corporate platform Corporation | $21.1M | 1 advisors | Percentage of AUM | View | |
| ESQWEALTH CRD 320834 | Coeur D'Alene, ID | Corporate platform Corporation | $21.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HEWITT WEALTH MANAGEMENT INC. CRD 330001 | — | Corporate platform Corporation | $21.1M | 1 advisors | Fixed fees | View | |
| HERITAGE ROAD ADVISORS CRD 305458 | — | Corporate platform Corporation | $21.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SOARES FINANCIAL, INC. CRD 120056 | Napa, CA | Corporate platform Corporation | $21.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SORSBY FINANCIAL CORP CRD 39437 | Bonita Springs, FL | Corporate platform Corporation | $21.0M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View |