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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 | |||||
|---|---|---|---|---|---|---|---|
| MP TOWNSEND FINANCIAL CRD 165292 | Portland, OR | Corporate platform Corporation | $5.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BASILE FINANCIAL GROUP, INC. CRD 289419 | Palm Harbor, FL | Corporate platform Corporation | $5.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARKHURST CONSULTING CPA PC CRD 149240 | Cedar Park, TX | Corporate platform Corporation | $5.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONESTREET FINANCIAL, INC. CRD 288005 | Stoughton, MA | Corporate platform Corporation | $5.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COULOMBE AND SONS WEALTH MANAGEMENT CRD 328371 | Woodland Hills, CA | Corporate platform Corporation | $5.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COULOIR WEALTH ADVISORS, INC. CRD 324446 | — | Corporate platform Corporation | $5.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WANDERWEALTH INC. CRD 141509 | — | Corporate platform Corporation | $5.3M | 1 advisors | Percentage of AUM; NEGOTIABLE | View | |
| WINDMILLS CAPITAL INC. CRD 149805 | — | Corporate platform Corporation | $5.3M | 1 advisors | Percentage of AUM | View | |
| JK FINANCIAL PLANNING,INC. CRD 145146 | — | Corporate platform Corporation | $5.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERIDIAN VENTURE PARTNERS, INC CRD 332975 | — | Corporate platform Corporation | $5.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SILK INVESTMENT ADVISORS CRD 156030 | — | Corporate platform Corporation | $5.2M | 1 advisors | Percentage of AUM | View | |
| NRW ASSET MANAGEMENT, INC. CRD 144190 | — | Corporate platform Corporation | $5.2M | 1 advisors | Percentage of AUM | View | |
| EISRC CRD 164031 | — | Corporate platform Corporation | $5.1M | 1 advisors | Percentage of AUM | View | |
| JASI FINANCIAL, INC. CRD 255790 | Grapevine, TX | Corporate platform Corporation | $5.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MISSION RETIREMENT CONSULTING, INC. CRD 305259 | — | Corporate platform Corporation | $5.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EQUITY FINANCIAL MANAGEMENT CRD 318594 | — | Corporate platform Corporation | $5.1M | 1 advisors | Percentage of AUM | View | |
| J. LYONS FUND MANAGEMENT, INC. CRD 123577 | — | Corporate platform Corporation | $5.1M | 2 advisors | Percentage of AUM | View | |
| GREENBERG FINANCIAL GROUP CRD 226707 | Boynton Beach, FL | Corporate platform Corporation | $5.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JUST ADVISORS CRD 148512 | — | Corporate platform Corporation | $5.0M | 1 advisors | Percentage of AUM | View | |
| UMB FINANCIAL SERVICES, INC. CRD 17073 | Kansas City, MO | Corporate platform Corporation | $5.0M | 54 advisors | Percentage of AUM | View | |
| ENGINEERING FINANCIAL INDEPENDENCE, INC. CRD 321024 | — | Corporate platform Corporation | $5.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KUBER INVESTMENTS CRD 297229 | — | Corporate platform Corporation | $5.0M | 1 advisors | Percentage of AUM | View | |
| MURAPA INVESTMENTS CRD 168510 | Agoura Hills, CA | Corporate platform Corporation | $5.0M | 1 advisors | Percentage of AUM | View | |
| TRUESDELL WEALTH, INC. CRD 167112 | Ocala, FL | Corporate platform Corporation | $5.0M | 1 advisors | Hourly charges; Fixed fees | View |