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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 | |||||
|---|---|---|---|---|---|---|---|
| OPTIFOLIO CRD 115110 | — | Corporate platform Corporation | $19.9M | 1 advisors | Percentage of AUM; SERVICE FEE WHEN APPLICABLE WITH FIXED FEES | View | |
| LIBERTY ADVISERS INC. CRD 281233 | — | Corporate platform Corporation | $19.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH PERSONAL CRD 144800 | Elk Rapids, MI | Corporate platform Corporation | $19.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FICADENTI TANDON ASSET MANAGEMENT, INC. CRD 116003 | — | Corporate platform Corporation | $19.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COPIA WEALTH MANAGEMENT ADVISORS, INC. CRD 288286 | San Diego, CA | Corporate platform Corporation | $19.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 4SQUARE ADVISORY SERVICES, INC. CRD 177526 | Fenton, MI | Corporate platform Corporation | $19.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LANDFALL FINANCIAL ADVISORS, INC. CRD 120613 | — | Corporate platform Corporation | $19.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROBINSON INVESTMENT GROUP INC CRD 107454 | TN | Corporate platform Corporation | $19.6M | 1 advisors | Percentage of AUM | View | |
| BRENDAN WOOD TOPGUN PARTNERSHIPS INC. CRD 327874 | Toronto, FL | Corporate platform Corporation | $19.6M | 2 advisors | Percentage of AUM | View | |
| PERSONAL FINANCIAL PLANNING INC. CRD 118589 | Roanoke, VA | Corporate platform Corporation | $19.5M | 0 total employees | Percentage of AUM · Hourly charges +1 more | View | |
| THE BROUGHTON INVESTMENT GROUP, INC. CRD 164389 | Houston, TX | Corporate platform Corporation | $19.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SLATON CAPITAL ADVISORS CRD 306564 | Bartonville, TX | Corporate platform Corporation | $19.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GEN NEXT WEALTH, INC. CRD 289756 | — | Corporate platform Corporation | $19.4M | 1 advisors | Percentage of AUM; FINANCIAL PLANNING FEE | View | |
| ASPEN FINANCIAL MANAGEMENT, INC. CRD 116149 | — | Corporate platform Corporation | $19.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH MANAGEMENT PARTNERS OF LOS ANGELES CRD 306780 | Encino, CA | Corporate platform Corporation | $19.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POTOMAC ADVISORS, INC. CRD 131070 | — | Corporate platform Corporation | $19.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DTM3 CORPORATION CRD 154339 | — | Corporate platform Corporation | $19.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FIRST WEALTH ADVISORY, INC. CRD 323649 | St.. Charles, IL | Corporate platform Corporation | $19.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MARNOA PRIVATE WEALTH COUNSEL LTD. CRD 332639 | Waterloo,Ontario, TX | Corporate platform Corporation | $19.3M | 3 advisors | Percentage of AUM | View | |
| KO FINANCIAL CRD 309172 | — | Corporate platform Corporation | $19.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIVINGSTON & ASSOCIATES, LTD. CRD 122011 | — | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LAKELAND INVESTOR SERVICES, INC. CRD 167100 | — | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HARMONIC INVESTMENT ADVISORS CRD 148950 | — | Corporate platform Corporation | $18.9M | 1 advisors | Percentage of AUM | View | |
| X AND Y ADVISORS, INC. CRD 287715 | El Segundo, CA | Corporate platform Corporation | $18.8M | 1 advisors | Fixed fees | View |