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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 | |||||
|---|---|---|---|---|---|---|---|
| CERTIFIED ADVISORY CORP CRD 120990 | Altamonte Springs, FL | Corporate platform Corporation | $3.04B | 20 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PITTENGER & ANDERSON INC CRD 111033 | Lincoln, NE | Corporate platform Corporation | $3.03B | 14 advisors | Percentage of AUM; FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT | View | |
| ADAMS DIVERSIFIED EQUITY FUND, INC. CRD 281263 | Baltimore, MD | Corporate platform Corporation | $3.03B | 10 advisors | EXPENSES PAID FROM INTERNALLY-MANAGED FUND ASSETS | View | |
| SHARIAPORTFOLIO, INC. CRD 173937 | Lake Mary, FL | Corporate platform Corporation | $3.01B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| VICUS CAPITAL, INC. CRD 116021 | State College, PA | Corporate platform Corporation | $2.99B | 84 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS CRD 159388 | Columbia, MD | Corporate platform Corporation | $2.99B | 13 advisors | Percentage of AUM; FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING | View | |
| MMBG INVESTMENT ADVISORS CO. CRD 285263 | Miami, FL | Corporate platform Corporation | $2.98B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| MONTAG CRD 105756 | Atlanta, GA | Corporate platform Corporation | $2.97B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENT INCOME SOLUTIONS, INC. CRD 110145 | Ann Arbor, MI | Corporate platform Corporation | $2.97B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| BERGER FINANCIAL GROUP CRD 308174 | Plymouth, MN | Corporate platform Corporation | $2.95B | 57 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUDSON EDGE INVESTMENT PARTNERS, INC. CRD 104870 | Jersey City, NJ | Corporate platform Corporation | $2.95B | 7 advisors | Percentage of AUM | View | |
| CREATIVE FINANCIAL DESIGNS, INC. CRD 109032 | Kokomo, IN | Corporate platform Corporation | $2.94B | 155 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SJS INVESTMENT SERVICES CRD 107219 | Sylvania, OH | Corporate platform Corporation | $2.94B | 21 advisors | Percentage of AUM; Fixed fees | View | |
| FOSTER & MOTLEY INC CRD 106905 | Cincinnati, OH | Corporate platform Corporation | $2.94B | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEDEL FINANCIAL CONSULTING INC CRD 105653 | Indianapolis, IN | Corporate platform Corporation | $2.92B | 19 advisors | Percentage of AUM; Fixed fees | View | |
| ASSET MANAGEMENT ONE USA INC. CRD 108982 | New York, NY | Corporate platform Corporation | $2.90B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CPS INVESTMENT ADVISORS CRD 104914 | Lakeland, FL | Corporate platform Corporation | $2.89B | 21 advisors | Percentage of AUM; Fixed fees | View | |
| KEYWISE CAPITAL MANAGEMENT (HK) LIMITED CRD 160593 | Hong Kong | Corporate platform Corporation | $2.89B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| RMR WEALTH BUILDERS, INC. CRD 169005 | Montclair, NJ | Corporate platform Corporation | $2.89B | 49 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPSTONE FINANCIAL ADVISORS INC CRD 109341 | Downers Grove, IL | Corporate platform Corporation | $2.87B | 25 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MEEDER ADVISORY SERVICES, INC. CRD 106814 | Dublin, OH | Corporate platform Corporation | $2.86B | 54 advisors | Percentage of AUM; Fixed fees | View | |
| COOPER MCMANUS CRD 111458 | Irvine, CA | Corporate platform Corporation | $2.85B | 50 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INVESTMENT CONSULTING GROUP INC CRD 106967 | Davenport, IA | Corporate platform Corporation | $2.84B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEY FINANCIAL, INC. CRD 116240 | West Chester, PA | Corporate platform Corporation | $2.84B | 10 advisors | Percentage of AUM · Fixed fees +2 more | View |