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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 | |||||
|---|---|---|---|---|---|---|---|
| FAS WEALTH PARTNERS, INC. CRD 109796 | Leawood, KS | Corporate platform Corporation | $3.78B | 20 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AUSDAL FINANCIAL PARTNERS, INC. CRD 7995 | Davenport, IA | Corporate platform Corporation | $3.73B | 168 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| BOK FINANCIAL PRIVATE WEALTH, INC. CRD 106733 | Denver, CO | Corporate platform Corporation | $3.72B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RESOURCE CAPITAL INVESTMENT CORPORATION CRD 166722 | Carlsbad, CA | Corporate platform Corporation | $3.71B | 4 employees | Percentage of AUM; Performance-based fees | View | |
| SOUTHEASTERN ASSET MANAGEMENT INC. CRD 105276 | Memphis, TN | Corporate platform Corporation | $3.70B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| STOKER OSTLER, A PART OF BMO FINANCIAL GROUP CRD 111320 | Scottsdale, AZ | Corporate platform Corporation | $3.67B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUMINT CORPORATION CRD 324443 | Boston, MA | Corporate platform Corporation | $3.67B | 4 advisors | PERCENTAGE OF CURRENCY EXPOSURES AND PROCESSING FEES | View | |
| FIRST SENTIER INVESTORS CRD 283670 | Barangaroo Nsw | Corporate platform Corporation | $3.64B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| RETIREMENT PLANNERS OF AMERICA CRD 157222 | Plano, TX | Corporate platform Corporation | $3.59B | 26 advisors | Percentage of AUM | View | |
| THE BURNEY COMPANY CRD 106945 | Reston, VA | Corporate platform Corporation | $3.59B | 42 advisors | Percentage of AUM; Fixed fees | View | |
| STEELE CAPITAL MANAGEMENT, INC. CRD 107097 | Dubuque, IA | Corporate platform Corporation | $3.55B | 13 advisors | Percentage of AUM | View | |
| QUAD-C MANAGEMENT, INC. CRD 161395 | Charlottesville, VA | Corporate platform Corporation | $3.55B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| SIT INVESTMENT ASSOCIATES, INC CRD 105725 | Minneapolis, MN | Corporate platform Corporation | $3.54B | 35 advisors | Percentage of AUM | View | |
| EQUITY INVESTMENT CORP CRD 283930 | Atlanta, GA | Corporate platform Corporation | $3.51B | 27 advisors | Percentage of AUM | View | |
| VALLEY FORGE INVESTMENT CONSULTANTS, INC. CRD 123898 | Audubon, PA | Corporate platform Corporation | $3.49B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE, RUTTY & CO., INC. CRD 3254 | Rochester, NY | Corporate platform Corporation | $3.46B | 33 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TANDEM INVESTMENT ADVISORS INC CRD 109392 | Charleston, SC | Corporate platform Corporation | $3.45B | 4 advisors | Percentage of AUM | View | |
| ARVEST WEALTH MANAGEMENT CRD 42057 | Lowell, AR | Corporate platform Corporation | $3.44B | 173 advisors | Percentage of AUM; Fixed fees | View | |
| MOORS & CABOT, INC CRD 594 | Boston, MA | Corporate platform Corporation | $3.44B | 85 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BARKSDALE INVESTMENT MANAGEMENT CRD 105098 | Nashville, TN | Corporate platform Corporation | $3.44B | 8 advisors | Percentage of AUM | View | |
| LEAVELL INVESTMENT MANAGEMENT, INC. CRD 107890 | Mobile, AL | Corporate platform Corporation | $3.40B | 24 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND SHORE MANAGEMENT INC CRD 112379 | Greenwich, CT | Corporate platform Corporation | $3.40B | 8 advisors | Percentage of AUM | View | |
| FIERA COMOX PARTNERS INC CRD 323679 | Montreal, Quebec | Corporate platform Corporation | $3.40B | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| STENHAM ASSET MANAGEMENT LIMITED CRD 164382 | St.. Peter Port | Corporate platform Corporation | $3.38B | 4 advisors | Percentage of AUM; Performance-based fees | View |