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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 | |||||
|---|---|---|---|---|---|---|---|
| IPIC, INC. CRD 116426 | — | Corporate platform Corporation | $14.0M | 1 advisors | Percentage of AUM | View | |
| EARLYBIRD CENTRAL INC. CRD 307201 | — | Corporate platform Corporation | $14.0M | 1 advisors | Fixed fees | View | |
| GARDINER FINANCIAL, INC. CRD 286192 | — | Corporate platform Corporation | $14.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUANTS CAPITAL MANAGEMENT, INC CRD 153124 | El Segundo, CA | Corporate platform Corporation | $14.0M | 2 advisors | Performance-based fees | View | |
| RFM INVESTMENT ADVISOR CRD 142134 | Boca Raton, FL | Corporate platform Corporation | $14.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARIAN FINANCIAL SERVICES, INC. CRD 141456 | — | Corporate platform Corporation | $13.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANTA FE' WEALTH MANAGEMENT CRD 140810 | San Diego, CA | Corporate platform Corporation | $13.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIVOTAL FINANCIAL SERVICES, INC. CRD 143846 | — | Corporate platform Corporation | $13.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILVER ACCOUNTING SERVICE INC. DBA SILVER FINANCIAL SERVICE CRD 330484 | — | Corporate platform Corporation | $13.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIONHEART FINANCIAL PLANNING, INC. CRD 134170 | — | Corporate platform Corporation | $13.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ERICA HALL WEALTH ADVISORS, LLC. CRD 152984 | Southfield, MI | Corporate platform Corporation | $13.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORACLE FINANCIAL GROUP CRD 136750 | — | Corporate platform Corporation | $13.8M | 1 advisors | Percentage of AUM | View | |
| PREMIER WEALTH ADVISORY SERVICES, INC. CRD 122078 | Chesterfield, MO | Corporate platform Corporation | $13.7M | 1 advisors | Percentage of AUM | View | |
| LINDUS ADVISORS, INC. CRD 114782 | Dallas, TX | Corporate platform Corporation | $13.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVIDITY CAPITAL CRD 312745 | Hanford, CA | Corporate platform Corporation | $13.6M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| HONEYTREE INVESTMENT MANAGEMENT CRD 313415 | — | Corporate platform Corporation | $13.6M | 3 advisors | Percentage of AUM; SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| WENZEL ANALYTICS, INC. CRD 115499 | — | Corporate platform Corporation | $13.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RONALD A. BARTLETT & ASSOCIATES, LTD CRD 147038 | Flushing, NY | Corporate platform Corporation | $13.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DUNPHY WEALTH MANAGEMENT, INC. CRD 128622 | Cincinnati, OH | Corporate platform Corporation | $13.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SOUTH OCEAN MANAGEMENT LTD. CRD 111180 | Wanchai | Corporate platform Corporation | $13.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SPARX ASIA INVESTMENT ADVISORS LIMITED CRD 139172 | Wanchai | Corporate platform Corporation | $13.3M | 4 advisors | Percentage of AUM | View | |
| 7TH ST. FINANCIAL CRD 289765 | — | Corporate platform Corporation | $13.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DYNAMIC CAPITAL MANAGEMENT, INC. CRD 116693 | — | Corporate platform Corporation | $13.1M | 1 advisors | Percentage of AUM | View | |
| OSBORNE GLOBAL INVESTORS, INC. CRD 129128 | Lee'S Summit, MO | Corporate platform Corporation | $13.1M | 1 advisors | Percentage of AUM; Fixed fees | View |