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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 | |||||
|---|---|---|---|---|---|---|---|
| ANTIGRAVITY INVESTMENTS CRD 290288 | CA | Corporate platform Corporation | $35K | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ESMEB INC CRD 152361 | VA | Corporate platform Corporation | $26K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FLOYD GREEN FINANCIAL SERVICES, INC. CRD 125912 | Atlanta, GA | Corporate platform Corporation | $15K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERALD WEALTH MANAGEMENT, INC. CRD 171913 | Newport Beach, CA | Corporate platform Corporation | $15K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOCUSED TRADING AND INVESTMENTS, INC. CRD 289387 | — | Corporate platform Corporation | $10K | 1 advisors | MONTHLY SUBSCRIPTION FEE (NOT FOR A NEWSLETTER OR PERIODICAL) | View | |
| DINERAZO INC. CRD 312819 | North Miami, FL | Corporate platform Corporation | $8K | 1 advisors | Fixed fees | View | |
| CARBON WEALTH MANAGEMENT CRD 331891 | Tampa, FL | Corporate platform Corporation | $5K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TALKABOUTHEALTH DBA ADVIZMO CRD 337485 | — | Corporate platform Corporation | $1K | 1 advisors | Percentage of AUM; Subscription fees | View | |
| FIVANCIAL ADVISORS, INC. CRD 336326 | Dallas, TX | Corporate platform Corporation | $925 | 1 advisors | Subscription fees | View | |
| VEST WEALTH INC. CRD 316132 | AL | Corporate platform Corporation | $400 | 1 advisors | Percentage of AUM | View | |
| XOOMFI ADVISORS CRD 314872 | San Jose, CA | Corporate platform Corporation | $300 | 0 total employees | Percentage of AUM | View | |
| NEXTMOVE CAPITAL INC. CRD 338359 | NJ | Corporate platform Corporation | $190 | 1 advisors | Fixed fees | View | |
| PANTHEON CRD 110091 | San Francisco, CA | Corporate platform Corporation | $11 | 1 employees | Percentage of AUM · Fixed fees +1 more | View | |
| ATLAS SQUARE PARTNERS(HK) LIMITED CRD 328980 | Hong Kong | Corporate platform Corporation | $2 | 1 advisors | Performance-based fees | View | |
| 01VC ADVISOR LTD CRD 302097 | Grand Cayman, Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| 05 CAPITAL ADVISORS LLC CRD 332097 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| 10D CONSULTING SERVICES LTD. CRD 301521 | Tel Aviv | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| 1487297 B.C. LTD. CRD 334524 | Vancouver, British Columbia | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| 1KX MANAGEMENT LTD. CRD 319529 | Road Town, Tortola | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| 1ST SECURITIES MANAGEMENT, INC CRD 135757 | Bad Axe, MI | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| 32 DEGREES CAPITAL ADVISORS, LTD CRD 162483 | Calgary, Alberta | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| 360 BUSINESS MANAGEMENT CRD 330116 | Woodland Hills, CA | Corporate platform Corporation | — | 1 advisors | REFERRAL FEES | View | |
| 3D ADVISOR GROUP, INC. CRD 342109 | MA | Corporate platform Corporation | $0 | 2 advisors | Percentage of AUM | View | |
| 3D INVESTMENT PARTNERS PTE. LTD. CRD 282411 | Singapore | Corporate platform Corporation | — | — | Fees not disclosed | View |