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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 | |||||
|---|---|---|---|---|---|---|---|
| YORKTOWN MANAGEMENT AND RESEARCH CO INC CRD 105083 | Forest, VA | Corporate platform Corporation | $677.1M | 7 advisors | Percentage of AUM | View | |
| SCOTT & SELBER, INC. CAPITAL MANAGEMENT CRD 105523 | Houston, TX | Corporate platform Corporation | $637.9M | 2 advisors | Percentage of AUM | View | |
| WEST ADVISORS, INC. CRD 157236 | IN | Corporate platform Corporation | $636.7M | 1 advisors | Fixed fees | View | |
| WEALTH DIMENSIONS FAMILY OFFICE, INC CRD 266787 | Cincinnati, OH | Corporate platform Corporation | $625.9M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AR ASSET MANAGEMENT, INC. CRD 110342 | West Hollywood, CA | Corporate platform Corporation | $602.6M | 4 advisors | Percentage of AUM | View | |
| HZ INVESTMENTS INC. CRD 312268 | Chevy Chase, MD | Corporate platform Corporation | $591.4M | 1 advisors | Percentage of AUM | View | |
| WALTER C. FLOWER & CO., INC CRD 110775 | New Orleans, LA | Corporate platform Corporation | $591.3M | 2 advisors | Percentage of AUM | View | |
| SUMMA CORP. CRD 113091 | Tomball, TX | Corporate platform Corporation | $587.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RTW FINANCIAL ADVISORS INC CRD 109934 | Dallas, TX | Corporate platform Corporation | $581.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INDEPENDENT INVESTORS INC CRD 105677 | Nesconset, NY | Corporate platform Corporation | $571.9M | 2 advisors | Percentage of AUM | View | |
| FRIEDLANDER & CO INC CRD 105150 | Milwaukee, WI | Corporate platform Corporation | $564.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JOHN A. WOLFE & ASSOCIATES, INC. CRD 110799 | Portage, MI | Corporate platform Corporation | $560.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| O'ROURKE & COMPANY, INCORPORATED CRD 132481 | Boston, MA | Corporate platform Corporation | $555.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONIFER INVESTMENTS LTD CRD 106159 | West Hartford, CT | Corporate platform Corporation | $524.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DELTA WEALTH MANAGEMENT CRD 111368 | CA | Corporate platform Corporation | $522.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. CRD 315603 | Ny, NY | Corporate platform Corporation | $517.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TWENTY-FIRST TAILORED SOLUTIONS, INC. CRD 158381 | CA | Corporate platform Corporation | $515.3M | 1 advisors | Fixed fees | View | |
| WHITE OAKS INVESTMENT MANAGEMENT, INC CRD 170016 | Sarasota, FL | Corporate platform Corporation | $496.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BUSEY CAPITAL MANAGEMENT, INC. CRD 128044 | Urbana, IL | Corporate platform Corporation | $493.8M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| THE CAVANAUGH GROUP INC CRD 105931 | Kiawah Island, SC | Corporate platform Corporation | $485.7M | 2 advisors | Percentage of AUM | View | |
| LOCUS INVESTMENT GROUP, LTD. CRD 297940 | Port Louis, CA | Corporate platform Corporation | $483.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TRINITY CAPITAL INVESTORS CRD 110798 | Jackson, MS | Corporate platform Corporation | $458.3M | 2 advisors | Percentage of AUM | View | |
| COLUMBUS INVESTMENT ADVISORY INC. CRD 104595 | New Albany, OH | Corporate platform Corporation | $453.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| INVESTMENT MANAGEMENT CONSULTANTS CRD 122718 | Las Vegas, NV | Corporate platform Corporation | $440.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |