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 | |||||
|---|---|---|---|---|---|---|---|
| DISCRETIONARY INC. CRD 329342 | Reno, NV | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| D'ARCY WEALTH MANAGEMENT, INC. - A CALIFORNIA CORPORATION CRD 284975 | — | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JONDAKNOWS FINANCIAL GROUP, INC. CRD 325480 | Huntinton, WV | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OIA LTD CRD 136174 | — | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM | View | |
| PETER DAG & ASSOCIATES, INC. CRD 119762 | — | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM; Subscription fees | View | |
| PURVIS INVESTMENTS, INC. CRD 124996 | — | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FIA SERVICES, INC. CRD 282694 | Navarre, FL | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM | View | |
| MAKARIOS INVESTMENTS INC CRD 338356 | Sedona, AZ | Corporate platform Corporation | $1.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MANN FINANCIAL CONSULTING SERVICES CRD 319566 | — | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| IRONTREE WEALTH MANAGEMENT, INC. CRD 291515 | — | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC. CRD 137293 | Woodland Hills, CA | Corporate platform Corporation | $1.1M | 2 advisors | Percentage of AUM | View | |
| BMR GLOBAL WEALTH MANAGEMENT GROUP, INC. CRD 149417 | Melbourne, FL | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BATEMAN CAPITAL MANAGEMENT, INC. CRD 284972 | Leavenworth, KS | Corporate platform Corporation | $1.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JIM EARL FINANCIAL CRD 149444 | Warren, OH | Corporate platform Corporation | $1.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONTRARIAN LABS INC. CRD 298427 | Covina, CA | Corporate platform Corporation | $1.0M | 1 advisors | Percentage of AUM | View | |
| VIRTUEVIAN VENTURES CRD 291986 | — | Corporate platform Corporation | $1.0M | 2 advisors | Percentage of AUM | View | |
| WEALTHADVISOR365 CRD 328400 | — | Corporate platform Corporation | $1.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSETGUARD FINANCIAL SERVICES INC CRD 305747 | — | Corporate platform Corporation | $962K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| XETFS CRD 339198 | — | Corporate platform Corporation | $957K | 2 advisors | Percentage of AUM; ETF PROFIT/ LOSS | View | |
| ROCKFLEET FINANCIAL SERVICES, INC. CRD 149325 | Sarasota, FL | Corporate platform Corporation | $956K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONUWEALTH ADVISORS CRD 333808 | — | Corporate platform Corporation | $949K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHELAN CAPITAL MANGEMENT CRD 107216 | Menlo Park, CA | Corporate platform Corporation | $925K | 0 total employees | Percentage of AUM | View | |
| SIDEPOCKET INCORPORATED CRD 312031 | San Francisco, CA | Corporate platform Corporation | $915K | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LEBRON FINANCIAL SERVICES, INC. CRD 297139 | — | Corporate platform Corporation | $899K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |