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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL SYNERGY, INC. CRD 122622 | — | Corporate platform Corporation | $6.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT INVESTMENTS, INC. CRD 123722 | — | Corporate platform Corporation | $6.6M | 1 advisors | Percentage of AUM | View | |
| HERITAGE ADVISORY SERVICES, INC. CRD 119241 | Malvern, PA | Corporate platform Corporation | $6.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPIRITUS FINANCIAL PLANNING CRD 141372 | — | Corporate platform Corporation | $6.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SIRMIUM CAPITAL, LLC CRD 167682 | — | Corporate platform Corporation | $6.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWDAY CRD 174758 | Southbury, CT | Corporate platform Corporation | $6.5M | 1 advisors | Percentage of AUM | View | |
| DRISCOLL FINANCIAL CRD 285778 | Plymouth, MA | Corporate platform Corporation | $6.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE FINANCIAL ADVISORS LTD. CRD 119299 | Henderson, NV | Corporate platform Corporation | $6.4M | 1 advisors | Percentage of AUM | View | |
| N.A. SILVA & COMPANY, INC. CRD 319252 | — | Corporate platform Corporation | $6.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DJPUFF ADVISORS GROUP, INC. CRD 132754 | Camillus, NY | Corporate platform Corporation | $6.4M | 1 advisors | ASSET-BASED FEES | View | |
| STRATEGIC FINANCIAL PLANNING, INC. CRD 121007 | Minnetonka, MN | Corporate platform Corporation | $6.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ATLANTA WEALTH MANAGEMENT, INC. CRD 125190 | — | Corporate platform Corporation | $6.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TSAI WEALTH MANAGEMENT CRD 151928 | Pasadena, CA | Corporate platform Corporation | $6.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GLOBAL WEALTH MANAGEMENT CRD 167025 | Corona Del Mar, CA | Corporate platform Corporation | $6.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.H. DARBIE & CO., INC. CRD 43520 | New York, NY | Corporate platform Corporation | $6.1M | 3 advisors | Percentage of AUM; SUBADVISORY AND SOLICITATIONS | View | |
| NORTHBAY ADVISORS CRD 129214 | Rohnert Park, CA | Corporate platform Corporation | $6.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINGSBURY FINANCIAL MANAGEMENT, INC. CRD 114492 | — | Corporate platform Corporation | $6.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALEB LAWRENCE REGISTERED INVESTMENT ADVISER INC. CRD 108368 | — | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| AI FINANCIAL, INC. CRD 128781 | Simi Valley, CA | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| ATLANTIC ADVISORS, INC. CRD 115485 | — | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| BIG WAVE ADVISORS, INC. CRD 134044 | — | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| NORTHWOODS WEALTH MANAGEMENT CRD 135236 | Boothbay Harbor, ME | Corporate platform Corporation | $6.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| BCM BENEFITS INC. CRD 146182 | — | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EAGLE SPIRIT INVESTMENTS CONSULTING, INC. CRD 156243 | — | Corporate platform Corporation | $5.9M | 1 advisors | Percentage of AUM; Hourly charges | View |