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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 | |||||
|---|---|---|---|---|---|---|---|
| EAGLE WEALTH MANAGEMENT, INC. CRD 305740 | — | Corporate platform Corporation | $13.1M | 1 advisors | Percentage of AUM | View | |
| GILBERT INVESTMENT MANAGEMENT CRD 290936 | Boston, MA | Corporate platform Corporation | $13.0M | 2 advisors | Percentage of AUM | View | |
| LADIN FINANCIAL GROUP, INC. CRD 168691 | Coral Gables, FL | Corporate platform Corporation | $13.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CM FIRST CAPITAL CORP. CRD 128617 | Huntington Beach, CA | Corporate platform Corporation | $12.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| JLP INVESTMENTS CRD 330948 | Jacksonville, FL | Corporate platform Corporation | $12.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ANCHOR FINANCIAL SERVICES, CPA, PA CRD 147408 | Stuart, FL | Corporate platform Corporation | $12.8M | 1 advisors | Percentage of AUM | View | |
| PRIVATE WEALTH ADVISORS CRD 152073 | Boise, ID | Corporate platform Corporation | $12.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CASTELLAN FINANCIAL ADVISORS CRD 143334 | — | Corporate platform Corporation | $12.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WITTER & WESTLAKE INVESTMENTS CRD 134774 | — | Corporate platform Corporation | $12.7M | 2 advisors | Percentage of AUM | View | |
| VIDARROW INVESTMENT ADVISORS CRD 331441 | Arlington Heights, IL | Corporate platform Corporation | $12.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IVY INVEST CORPORATION CRD 328122 | San Francisco, CA | Corporate platform Corporation | $12.6M | 1 advisors | Percentage of AUM | View | |
| WAKE WEALTH MANAGEMENT CO. CRD 159170 | Raleigh, NC | Corporate platform Corporation | $12.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVANTAGE FINANCIAL SERVICES, INC. CRD 113549 | Littleton, CO | Corporate platform Corporation | $12.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PAKHA INVESTMENT ADVISORY CRD 173205 | Redlands, CA | Corporate platform Corporation | $12.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEECHWOOD CAPITAL MANAGEMENT, INC. CRD 120037 | Cincinnati, OH | Corporate platform Corporation | $12.5M | 1 advisors | Percentage of AUM | View | |
| LOBNEK WEALTH MANAGEMENT INC. CRD 284024 | Geneva, CT | Corporate platform Corporation | $12.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BRANNEN & LYLE INVESTMENT COMPANY CRD 125308 | Bainbridge, GA | Corporate platform Corporation | $12.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HN BUSS INVESTING CRD 333557 | — | Corporate platform Corporation | $12.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ROCKY MOUNTAIN FINANCIAL SOLUTIONS INC. CRD 311584 | — | Corporate platform Corporation | $12.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSET SOLUTIONS CRD 120017 | — | Corporate platform Corporation | $12.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CSI WEALTH MANAGEMENT CRD 328963 | Arcadia, CA | Corporate platform Corporation | $12.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALOS MANAGEMENT INC. CRD 304309 | Montreal, Quebec, CA | Corporate platform Corporation | $12.1M | 3 advisors | Percentage of AUM | View | |
| DOLPHIN FINANCIAL GROUP CRD 170160 | Clearwater, FL | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HARVEY & COMPANIES, INC. CRD 124896 | St.. Petersburg, FL | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM | View |