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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 | |||||
|---|---|---|---|---|---|---|---|
| FUKOKU LIFE INTERNATIONAL (AMERICA) INC. CRD 284662 | New York, NY | Corporate platform Corporation | $327.7M | 5 advisors | Percentage of AUM | View | |
| SCHUCHARD CAPITAL MANAGEMENT INC CRD 105528 | MA | Corporate platform Corporation | $325.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SMITH W B & CO INC CRD 105917 | MA | Corporate platform Corporation | $323.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRICE CAPITAL MANAGEMENT, INC. CRD 157871 | LA | Corporate platform Corporation | $321.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MATTHEW 25 MANAGEMENT CORP CRD 104566 | Ambler, PA | Corporate platform Corporation | $315.9M | 1 advisors | Percentage of AUM | View | |
| CARRIAGE SERVICES INVESTMENT ADVISORS, INC. CRD 164325 | Houston, TX | Corporate platform Corporation | $308.2M | 2 advisors | Percentage of AUM | View | |
| COVINGTON & ASSOCIATES, INC. CRD 113357 | Westfield, NJ | Corporate platform Corporation | $308.2M | 3 advisors | Percentage of AUM | View | |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. CRD 40637 | New Orleans, LA | Corporate platform Corporation | $306.1M | 49 advisors | Percentage of AUM | View | |
| ROCKWALL WEALTH MANAGEMENT CRD 339856 | Rockwall, TX | Corporate platform Corporation | $305.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VILLAFRANCO WEALTH MANAGEMENT CRD 110371 | CA | Corporate platform Corporation | $299.1M | 1 advisors | Percentage of AUM | View | |
| STERLING CAPITAL MANAGEMENT INC CRD 106822 | Brookfield, WI | Corporate platform Corporation | $296.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC. CRD 307581 | Palo Alto, CA | Corporate platform Corporation | $292.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HMOUNT ASSET MANAGEMENT (HK) LIMITED CRD 305937 | Hong Kong | Corporate platform Corporation | $290.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUTHWEST MONEY MANAGEMENT INC CRD 109668 | CA | Corporate platform Corporation | $287.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SCHULHOFF & CO INC CRD 105264 | Cincinnati, OH | Corporate platform Corporation | $286.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESBANCO SECURITIES, INC. CRD 43276 | St. Clairsville, OH | Corporate platform Corporation | $285.9M | 42 advisors | Percentage of AUM | View | |
| GLASHOFER FINANCIAL ADVISORS CRD 146262 | MD | Corporate platform Corporation | $284.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BENNINGTON FINANCIAL PLANNING GROUP CRD 116302 | Bennington, VT | Corporate platform Corporation | $281.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| WWM ADVISORY INC. CRD 133611 | Culver City, CA | Corporate platform Corporation | $280.1M | 2 advisors | NO SEPARATE FEE CHARGED. | View | |
| CITADEL INVESTMENT ADVISORY INC CRD 110540 | OH | Corporate platform Corporation | $278.3M | 1 advisors | Percentage of AUM | View | |
| TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC. CRD 113586 | Signal Mountain, TN | Corporate platform Corporation | $277.3M | 1 advisors | Percentage of AUM | View | |
| DOMINION PORTFOLIO MANAGEMENT, INC. CRD 106918 | Marble Falls, TX | Corporate platform Corporation | $277.1M | 18 advisors | Percentage of AUM | View | |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC CRD 108508 | Birmingham, AL | Corporate platform Corporation | $273.6M | 1 advisors | Percentage of AUM | View | |
| ACCRUED EQUITIES INC. CRD 13452 | Melville, NY | Corporate platform Corporation | $271.8M | 3 advisors | Percentage of AUM | View |