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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 | |||||
|---|---|---|---|---|---|---|---|
| VETERI PLACE CORPORATION CRD 160664 | Parsippany, NJ | Corporate platform Corporation | $150.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| 191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT CRD 124288 | Wyckoff, NJ | Corporate platform Corporation | $150.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BULWARK CAPITAL CORPORATION CRD 139266 | AZ | Corporate platform Corporation | $147.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLINGTON-ALTUS USA INC. CRD 297314 | Winnipeg, Manitoba, AK | Corporate platform Corporation | $146.2M | 58 advisors | Percentage of AUM | View | |
| ASSET MANAGEMENT CONSULTING SERVICES, INC. CRD 128793 | Livingston, NJ | Corporate platform Corporation | $144.2M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LITTLEFIELD ASSET MANAGEMENT, INC. CRD 109602 | GA | Corporate platform Corporation | $141.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WOLVERINE WEALTH ADVISORY SERVICES INC. CRD 146564 | Bloomfield Hills, MI | Corporate platform Corporation | $140.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MARK BELL ADVISORY SERVICES, INC. CRD 107114 | Chicago, IL | Corporate platform Corporation | $138.2M | 1 advisors | Percentage of AUM | View | |
| JOHNSON & SHUTE INVESTMENT ADVISORS, INC. CRD 116667 | Bothell, WA | Corporate platform Corporation | $137.3M | 2 advisors | Percentage of AUM | View | |
| SOUND FINANCIAL MANAGEMENT, INC. CRD 122670 | Raleigh, NC | Corporate platform Corporation | $134.1M | 2 advisors | Percentage of AUM | View | |
| LASALLE INVESTMENT ADVISORS, INC. CRD 109303 | Pewaukee, WI | Corporate platform Corporation | $133.6M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| GRIMALDI PORTFOLIO SOLUTIONS, INC CRD 106199 | Wappingers Falls, NY | Corporate platform Corporation | $133.0M | 2 advisors | Percentage of AUM | View | |
| TUBLIN - DIFUSCO ADVISORS INC. CRD 125801 | NJ | Corporate platform Corporation | $131.9M | 2 advisors | Percentage of AUM | View | |
| WARM SPRINGS ADVISORS INC. CRD 306501 | Larkspur, CA | Corporate platform Corporation | $131.3M | 1 advisors | Percentage of AUM | View | |
| THE SHERRY GROUP, INC. CRD 146271 | Mountain Home, AR | Corporate platform Corporation | $130.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CERASUS ADVISORS INC CRD 152113 | FL | Corporate platform Corporation | $130.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRUST BEYOND CORP CRD 312721 | FL | Corporate platform Corporation | $129.4M | 1 advisors | Percentage of AUM | View | |
| ALPHA ASSET MANAGEMENT CRD 112571 | Akron, OH | Corporate platform Corporation | $129.1M | 1 advisors | Percentage of AUM | View | |
| PETERSON INVESTMENT MANAGEMENT INC CRD 105634 | — | Corporate platform Corporation | $128.1M | 2 advisors | Percentage of AUM | View | |
| CAPITAL WEALTH ADVISORS, LTD. CRD 155263 | West Bend, WI | Corporate platform Corporation | $126.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIDWEST FINANCIAL ASSOCIATES, INC. CRD 158573 | Rockford, IL | Corporate platform Corporation | $123.9M | 1 advisors | Percentage of AUM | View | |
| LANG & BECKER, INC. CRD 137346 | Washington, MO | Corporate platform Corporation | $123.2M | 2 advisors | Percentage of AUM | View | |
| KAHN FINANCIAL GROUP CRD 134802 | Clearwater, FL | Corporate platform Corporation | $122.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MATRIX PLANNING INC CRD 110812 | Santa Monica, CA | Corporate platform Corporation | $121.4M | 1 advisors | Hourly charges · Fixed fees +1 more | View |