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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 | |||||
|---|---|---|---|---|---|---|---|
| WEST FINANCIAL SERVICES, INC. CRD 137497 | Mclean, VA | Corporate platform Corporation | $2.84B | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRICK CAPITAL MANAGEMENT INC CRD 107600 | East Lansing, MI | Corporate platform Corporation | $2.84B | 1 advisors | Fixed fees | View | |
| FRAGASSO FINANCIAL ADVISORS CRD 123255 | Sewickley, PA | Corporate platform Corporation | $2.83B | 28 advisors | Percentage of AUM; Fixed fees | View | |
| KAWA CAPITAL MANAGEMENT, INC. CRD 157780 | Hallandale Beach, FL | Corporate platform Corporation | $2.82B | 23 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STRATEGIC FINANCIAL SERVICES CRD 109677 | Utica, NY | Corporate platform Corporation | $2.81B | 26 advisors | Percentage of AUM; Fixed fees | View | |
| WESTERN ASSET MANAGEMENT COMPANY PTE LTD CRD 142188 | Singapore | Corporate platform Corporation | $2.80B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PAUL COMSTOCK PARTNERS CRD 105335 | Houston, TX | Corporate platform Corporation | $2.80B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| ESI FINANCIAL ADVISORS CRD 265 | Montpelier, VT | Corporate platform Corporation | $2.78B | 460 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAIN INTERNATIONAL ADVISERS LIMITED CRD 290217 | London | Corporate platform Corporation | $2.77B | 76 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| CORDIANT CAPITAL INC. CRD 172313 | Montreal | Corporate platform Corporation | $2.77B | 9 advisors | Performance-based fees; PERCENTAGE OF INVESTED CAPITAL AND A PORTION OF FRONT-END FEES | View | |
| REMBERT PENDLETON JACKSON CRD 306510 | Vienna, VA | Corporate platform Corporation | $2.73B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| RTD FINANCIAL ADVISORS INC CRD 110744 | Philadelphia, PA | Corporate platform Corporation | $2.72B | 22 advisors | Percentage of AUM; Fixed fees | View | |
| BILL FEW ASSOCIATES, INC. CRD 133561 | Sewickley, PA | Corporate platform Corporation | $2.72B | 29 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALKER & DUNLOP INVESTMENT PARTNERS, INC. CRD 165022 | Denver, CO | Corporate platform Corporation | $2.70B | 35 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GIVERNY CAPITAL CRD 130640 | Montreal, CA | Corporate platform Corporation | $2.70B | 6 advisors | Percentage of AUM | View | |
| CAPITAL DYNAMICS, INC. CRD 130320 | New York, NY | Corporate platform Corporation | $2.69B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ANALYST PORTFOLIO MANAGEMENT LTD. CRD 114642 | Tel Aviv, CA | Corporate platform Corporation | $2.69B | 21 advisors | Percentage of AUM | View | |
| VALLEY WEALTH MANAGERS, INC. CRD 108879 | Paramus, NJ | Corporate platform Corporation | $2.69B | 34 advisors | Percentage of AUM; Hourly charges | View | |
| MULTNOMAH GROUP, INC. CRD 132131 | Portland, OR | Corporate platform Corporation | $2.67B | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. CRD 138240 | AL | Corporate platform Corporation | $2.66B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IPI WEALTH MANAGEMENT, INC. CRD 111872 | Decatur, IL | Corporate platform Corporation | $2.66B | 65 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARDE CAPITAL, INC. CRD 151043 | Seattle, WA | Corporate platform Corporation | $2.65B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IPEX, INC. CRD 124337 | Plymouth, MI | Corporate platform Corporation | $2.65B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SUNBELT SECURITIES CRD 42180 | Houston, TX | Corporate platform Corporation | $2.64B | 68 advisors | Percentage of AUM; Fixed fees | View |