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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 | |||||
|---|---|---|---|---|---|---|---|
| WILLIAM B. WALKUP & ASSOCIATES, INC. CRD 135533 | Columbia, SC | Corporate platform Corporation | $178.3M | 3 advisors | Percentage of AUM | View | |
| SOVEREIGN ASSET MANAGEMENT CRD 285103 | Amherst, NY | Corporate platform Corporation | $176.0M | 2 advisors | Percentage of AUM | View | |
| COMPREHENSIVE FINANCIAL PLANNING INC CRD 109822 | Oklahoma City, OK | Corporate platform Corporation | $176.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| THE PILLAR STRATEGIES CRD 166641 | Flemington, NJ | Corporate platform Corporation | $175.2M | 3 advisors | Percentage of AUM | View | |
| ROBERT A. ZOCK & CO.,INC. CRD 110480 | Sutton, NH | Corporate platform Corporation | $175.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COOK FINANCIAL DESIGNS, INC. CRD 115241 | Virginia Beach, VA | Corporate platform Corporation | $172.4M | 1 advisors | Fixed fees | View | |
| OXFORD CAPITAL MANAGEMENT CRD 118359 | Richm0nd, VA | Corporate platform Corporation | $170.0M | 2 advisors | Percentage of AUM | View | |
| LARIMER CAPITAL CORPORATION CRD 18189 | Denver, CO | Corporate platform Corporation | $169.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KENSINGTON FINANCIAL GROUP, INC. CRD 127658 | Winston-Salem, NC | Corporate platform Corporation | $169.5M | 2 advisors | Percentage of AUM | View | |
| DARTMOUTH CAPITAL ADVISORS, INC. CRD 105933 | PA | Corporate platform Corporation | $167.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EHB FINANCIAL RESOURCES MANAGEMNT, INC. CRD 116186 | Exton, PA | Corporate platform Corporation | $164.0M | 1 advisors | Percentage of AUM | View | |
| THE CARROLL GROUP, INC. CRD 146977 | — | Corporate platform Corporation | $163.4M | 1 advisors | Percentage of AUM | View | |
| FELL CAPITAL MANAGEMENT CRD 104986 | Newport Beach, CA | Corporate platform Corporation | $161.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HAVE RIA, INC. CRD 327137 | Providence, RI | Corporate platform Corporation | $160.8M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SKA FINANCIAL SERVICES,INC. CRD 107348 | Fairview Park, OH | Corporate platform Corporation | $159.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAMDEN FINANCIAL MANAGEMENT, INC. CRD 111938 | AZ | Corporate platform Corporation | $157.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DALE Q. RICE INVESTMENT MANAGEMENT CRD 310614 | CA | Corporate platform Corporation | $156.6M | 1 advisors | Percentage of AUM | View | |
| JOHNSON DUNN CAPITAL ADVISORS, INC. CRD 320849 | TX | Corporate platform Corporation | $156.1M | 1 advisors | Percentage of AUM | View | |
| LIPPER ADVISORY SERVICES INC CRD 107283 | DE | Corporate platform Corporation | $155.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BP ASSET MANAGEMENT INC. CRD 328276 | Charlotte, NC | Corporate platform Corporation | $155.3M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DIVERSIFIED PARTNERS, INC. CRD 109570 | Brentwood, TN | Corporate platform Corporation | $155.1M | 3 advisors | NO COMPENSATION FOR IA SERVICES, GP PAID FOR ADMIN SERVICES | View | |
| STW ASSOCIATES CRD 106196 | CA | Corporate platform Corporation | $152.8M | 1 advisors | Fixed fees | View | |
| ASSET MANAGEMENT GROUP INVESTMENT CORP. CRD 168369 | Greenwood Village, CO | Corporate platform Corporation | $151.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. CRD 132500 | Jacksonville, FL | Corporate platform Corporation | $151.0M | 1 advisors | Percentage of AUM | View |