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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 | |||||
|---|---|---|---|---|---|---|---|
| S2O CAPITAL MANAGEMENT CRD 164533 | — | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM | View | |
| AMBROSE WEALTH MANAGEMENT CRD 269838 | — | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRYANT GROUP ADVISORS CRD 277095 | New York, NY | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BJM FINANCIAL INC CRD 322493 | Duluth, GA | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARMAN INVESTMENT ADVISORS CRD 122641 | Northbrook, IL | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM | View | |
| JC&COMPANY CRD 300724 | Irvine, CA | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM | View | |
| MASLAR FINANCIAL CRD 293840 | — | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOCA RETIREMENT STRATEGIES INC. CRD 310150 | — | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MJS CAPITAL INC. CRD 152055 | — | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLUE CANYON WEALTH CRD 292525 | South Pasadena, CA | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THRIVE PORTFOLIOS CRD 314414 | San Diego, CA | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARITY ADVISORS GROUP, INC. CRD 308324 | — | Corporate platform Corporation | $2.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRATITECH CONSULTING, INC. CRD 231787 | Saint Charles, IL | Corporate platform Corporation | $2.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AUSTIN NATIONAL FINANCIAL SERVICES CRD 115135 | Austin, TX | Corporate platform Corporation | $2.8M | 1 advisors | Percentage of AUM | View | |
| AP FINANCIAL CONTINGENCY GROUP INC CRD 310670 | — | Corporate platform Corporation | $2.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKEVIEW FINANCIAL PLANNING CRD 289377 | — | Corporate platform Corporation | $2.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAXIMUM ADVISORY CRD 284983 | — | Corporate platform Corporation | $2.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERECAN ASSET MANAGEMENT INC. CRD 337563 | Halifax, Nova Scotia | Corporate platform Corporation | $2.7M | 18 advisors | Percentage of AUM | View | |
| RWC WEALTH MANAGEMENT, INC. CRD 165217 | Montgomery, AL | Corporate platform Corporation | $2.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUGHES WEALTH MANAGEMENT INCORPORATED CRD 321954 | — | Corporate platform Corporation | $2.5M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| WHALE CRD 330063 | Chicago, IL | Corporate platform Corporation | $2.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JRM CAPITAL MANAGEMENT INC. CRD 142039 | — | Corporate platform Corporation | $2.5M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FINANCIAL PLANNING GROUP INC. (THE) CRD 129894 | Scotch Plains, NJ | Corporate platform Corporation | $2.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SOCAL PLANNERS, INC CRD 173062 | Valencia, CA | Corporate platform Corporation | $2.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |