Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| SOCIAL IMPACT INVESTMENTS INC. CRD 297095 | — | Corporate platform Corporation | $4.3M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL ADVISORY GROUP, INC. CRD 337686 | Appleton, WI | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AFFILIATED INVESTMENT ADVISORS, INC. CRD 117207 | — | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM | View | |
| BESPOKE CAPITAL ADVISORS, INC. CRD 331647 | Charlotte, NC | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LYONS DEN CAPITAL CRD 139577 | — | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CHRISTMAS CORPORATION CRD 282245 | — | Corporate platform Corporation | $4.2M | 2 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| SERVICE ONE FINANCIAL CRD 149137 | San Juan Capistrano, CA | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFE PLANNING AGENCY, INC CRD 119967 | — | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM | View | |
| WEALTH PINNACLE, INC. CRD 144219 | — | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOSEPH WRIGHT INVESTMENTS CRD 166764 | Tucson, AZ | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FINVEST CRD 329172 | San Francisco, CA | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM | View | |
| ESK CAPITAL MANAGEMENT INC. CRD 151946 | — | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ASCENT CAPITAL MANAGEMENT, INC. CRD 320877 | Newton, NJ | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM | View | |
| IFPS CRD 17935 | Heidelberg, MD | Corporate platform Corporation | $4.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| TARA FINANCIAL GROUP, INC. CRD 125149 | Jonesboro, GA | Corporate platform Corporation | $4.0M | 2 advisors | Percentage of AUM | View | |
| PENSIONBEE CRD 331741 | London, AL | Corporate platform Corporation | $4.0M | 1 advisors | Percentage of AUM | View | |
| QUO VADIS CAPITAL, INC. CRD 288611 | — | Corporate platform Corporation | $4.0M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| WHITCRAFT CAPITAL MANAGEMENT CRD 138372 | — | Corporate platform Corporation | $4.0M | 1 employees | Percentage of AUM | View | |
| BRYANT WEALTH MANAGEMENT, INC. CRD 142236 | — | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NONE CRD 124698 | Panama City, FL | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM | View | |
| VICTOR JONES CPA, PC CRD 324604 | Seattle, WA | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGROUS CRD 156189 | — | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAKENNA & COMPANY, INC. CRD 132744 | Darien, CT | Corporate platform Corporation | $3.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| G. P. GRECO & CO., INC. CRD 318087 | Palo Alto, CA | Corporate platform Corporation | $3.7M | 1 advisors | Percentage of AUM; Fixed fees | View |