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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 | |||||
|---|---|---|---|---|---|---|---|
| HORRELL CAPITAL MANAGEMENT, INC. CRD 115711 | Little Rock, AR | Corporate platform Corporation | $435.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROTIUM CAPITAL LIMITED CRD 335585 | Hong Kong | Corporate platform Corporation | $427.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BOULDER ASSET MANAGEMENT CRD 107636 | Englewood, CO | Corporate platform Corporation | $426.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GARNER ASSET MANAGEMENT CORPORATION CRD 115350 | KS | Corporate platform Corporation | $414.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROONEY CAPITAL MANAGEMENT, INC. CRD 141874 | FL | Corporate platform Corporation | $411.2M | 1 advisors | Fixed fees | View | |
| BORER DENTON & ASSOCIATES, INC. CRD 135729 | Blue Bell, PA | Corporate platform Corporation | $403.0M | 3 advisors | Percentage of AUM | View | |
| MIURA INVESTMENT ADVISORS, INC CRD 283148 | Miami, FL | Corporate platform Corporation | $391.8M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| JJP CAPITAL MANAGEMENT, INC. CRD 105374 | Columbia, MO | Corporate platform Corporation | $389.9M | 3 advisors | Percentage of AUM | View | |
| WITTENBERG INVESTMENT MANAGEMENT INC CRD 105792 | — | Corporate platform Corporation | $385.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BRUCE & CO INC CRD 104735 | Chicago, IL | Corporate platform Corporation | $379.5M | 1 advisors | Percentage of AUM | View | |
| HILTON HEAD FINANCIAL ADVISORS, INC. CRD 140249 | Hilton Head, SC | Corporate platform Corporation | $375.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNIWEALTH ADVISORS, INC. CRD 138009 | FL | Corporate platform Corporation | $373.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HAVERFORD FINANCIAL SERVICES, INC. CRD 130007 | Radnor, PA | Corporate platform Corporation | $366.4M | 25 advisors | Percentage of AUM | View | |
| ASSET PLANNING SERVICES INC CRD 104715 | Covington, LA | Corporate platform Corporation | $365.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GRATTAN FINANCIAL STRATEGIES, INC. CRD 108449 | San Gabriel, CA | Corporate platform Corporation | $352.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACA/PRUDENT INVESTORS PLANNING CORPORATION CRD 47798 | Green Brook, NJ | Corporate platform Corporation | $351.4M | 2 advisors | Percentage of AUM | View | |
| CRESCENT ADVISOR GROUP, INC. CRD 115974 | Plano, TX | Corporate platform Corporation | $344.4M | 18 advisors | Percentage of AUM; Fixed fees | View | |
| BELL ASSET MANAGEMENT USA INC CRD 108666 | — | Corporate platform Corporation | $344.3M | 0 total employees | Percentage of AUM | View | |
| L. C. BHANDARI & CO. CRD 158831 | — | Corporate platform Corporation | $344.3M | 1 advisors | Fixed fees | View | |
| ATHENA INVESTMENT MANAGEMENT CRD 106542 | CA | Corporate platform Corporation | $342.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARNET EQUITY CAPITAL HOLDINGS, INC. CRD 161948 | New York, NY | Corporate platform Corporation | $339.5M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HIGHBURY PACIFIC CAPITAL CORP. CRD 157778 | Bellevue, WA | Corporate platform Corporation | $333.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| N.V.N.G. INVESTMENTS, INC. CRD 107446 | Kalamazoo, MI | Corporate platform Corporation | $329.5M | 1 advisors | Percentage of AUM | View | |
| KENNEY INVESTMENTS INC CRD 105665 | Northfield, IL | Corporate platform Corporation | $328.5M | 2 advisors | Percentage of AUM; Fixed fees | View |