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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 | |||||
|---|---|---|---|---|---|---|---|
| VALLEY FINANCIAL MANAGEMENT, INC. CRD 105387 | New York, NY | Corporate platform Corporation | $473K | 5 advisors | Percentage of AUM | View | |
| HHL WEALTH ADVISORS INC. CRD 327649 | Flushing, NY | Corporate platform Corporation | $459K | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NINE GEMS INVESTMENT MANAGEMENT CRD 311148 | — | Corporate platform Corporation | $411K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOCUS ADVISORY, LTD. CRD 336259 | — | Corporate platform Corporation | $402K | 1 advisors | Percentage of AUM | View | |
| GREENERBUCKS CRD 324622 | Sacramento, CA | Corporate platform Corporation | $396K | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| APIIS WEALTH MANAGEMENT CORP. CRD 335241 | Buena Park, CA | Corporate platform Corporation | $393K | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LEGACY ADVISORY GROUP, INC. CRD 131895 | Hermitage, PA | Corporate platform Corporation | $377K | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VENTUM ADVISORS CORP. CRD 299365 | Toronto, AZ | Corporate platform Corporation | $355K | 1 advisors | Percentage of AUM | View | |
| MULTIGENERATIONAL.BLACK INC. CRD 322228 | — | Corporate platform Corporation | $349K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABLE FINANCIAL PLANNING CRD 283753 | West Brookfield, MA | Corporate platform Corporation | $300K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CREATIVE FINANCIAL STRATEGIES, INC. CRD 116962 | Littleton, NH | Corporate platform Corporation | $293K | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HUDSON HOUSE CAPITAL INCORPORATED CRD 335654 | London, NY | Corporate platform Corporation | $280K | 1 advisors | Percentage of AUM | View | |
| MOSTT INC. CRD 332063 | Sherman Oaks, CA | Corporate platform Corporation | $254K | 1 advisors | Fixed fees | View | |
| DAXMAR ADVISORS CRD 290436 | — | Corporate platform Corporation | $252K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DEL MONTE CAPITAL, INC. CRD 300894 | Monterey, CA | Corporate platform Corporation | $250K | 1 advisors | Percentage of AUM | View | |
| MIDWEST WEALTH MANAGEMENT INC CRD 306973 | Topeka, KS | Corporate platform Corporation | $230K | 2 advisors | Percentage of AUM; REFERRAL FEES | View | |
| LOTUS OAK CAPITAL INSTITUTE CRD 339053 | — | Corporate platform Corporation | $215K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROYAL INVESTMENT ADVISER CRD 305333 | — | Corporate platform Corporation | $193K | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUVIUS CRD 326836 | Boston, MA | Corporate platform Corporation | $190K | 2 advisors | Percentage of AUM | View | |
| SHIKHARA CAPITAL (HONG KONG) PRIVATE LIMITED (COMPANY) CRD 332188 | Hong Kong | Corporate platform Corporation | $164K | 4 advisors | Percentage of AUM; COST PLUS A FIXED PERCENTAGE | View | |
| TAHER FINANCIAL PLANNING CRD 288081 | Brooklyn, NY | Corporate platform Corporation | $162K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AURI CRD 336818 | — | Corporate platform Corporation | $160K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TACTICAL FINANCIAL PLANNING INC CRD 335276 | Malabar, FL | Corporate platform Corporation | $158K | 1 advisors | Fixed fees | View | |
| GARY FABIAN AND ASSOCIATES INCORPORATED CRD 123951 | — | Corporate platform Corporation | $153K | 0 total employees | Percentage of AUM | View |