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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 | |||||
|---|---|---|---|---|---|---|---|
| LIFE STRATEGIES, INC. CRD 167732 | La Jolla, CA | Corporate platform Corporation | $121.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SCHAUER INVESTMENT MANAGEMENT, INC. CRD 283119 | Northridge, CA | Corporate platform Corporation | $119.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WASHINGTON FINANCIAL GROUP, INC. CRD 132369 | Osterville, MA | Corporate platform Corporation | $119.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPITAL ALLOCATION MANAGEMENT, INC CRD 129216 | Totowa, NJ | Corporate platform Corporation | $118.8M | 1 advisors | Percentage of AUM | View | |
| INVESTMENT & TAX STRATEGIES, INC. CRD 157717 | — | Corporate platform Corporation | $118.0M | 1 advisors | Percentage of AUM | View | |
| GVS FINANCIAL GROUP, INC. CRD 129337 | — | Corporate platform Corporation | $118.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BUCKRAM SECURITIES LTD CRD 126976 | Locust Valley, NY | Corporate platform Corporation | $117.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BAS CAPITAL CRD 150430 | — | Corporate platform Corporation | $117.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BURT ASSET MANAGEMENT, INC. CRD 125967 | GA | Corporate platform Corporation | $117.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTFOLIO ADVISORY GROUP, INC. CRD 116011 | Alexandria, VA | Corporate platform Corporation | $115.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ENGLESON & ASSOCIATES CRD 126349 | Rochester, NY | Corporate platform Corporation | $114.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| POTOMAC ASSET MANAGEMENT CO INC CRD 105730 | Frederick, MD | Corporate platform Corporation | $114.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HULSEY CAPITAL MANAGEMENT, INC. CRD 116183 | Heber Springs, AR | Corporate platform Corporation | $113.2M | 1 advisors | Percentage of AUM | View | |
| VELTRIA ADVISORS CORP. CRD 189514 | Miami, FL | Corporate platform Corporation | $113.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PRINCETON INVESTMENT MANAGEMENT COMPANY CRD 105891 | NJ | Corporate platform Corporation | $111.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DW INVESTMENT SOLUTIONS, INC. CRD 150471 | — | Corporate platform Corporation | $111.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCMILLEN & COMPANY, INC. CRD 140876 | — | Corporate platform Corporation | $111.0M | 1 advisors | Percentage of AUM | View | |
| RJJ PASADENA SECURITIES, INC. CRD 8425 | Henderson, NV | Corporate platform Corporation | $110.3M | 2 advisors | Percentage of AUM | View | |
| BW ASSET MANAGEMENT LTD CRD 300503 | George Town | Corporate platform Corporation | $110.2M | 38 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRINITY ASSET MANAGEMENT CO. CRD 128702 | Los Angeles, CA | Corporate platform Corporation | $109.0M | 1 advisors | Percentage of AUM | View | |
| LENOX CAPITAL MANAGEMENT, INC. CRD 124971 | New Lenox, IL | Corporate platform Corporation | $109.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| A. J. PERRY & CO. CRD 107041 | Towson, MD | Corporate platform Corporation | $108.8M | 1 advisors | Percentage of AUM | View | |
| MONTELLO WEALTH MANAGEMENT, INC. CRD 151058 | Palm Beach Gardens, FL | Corporate platform Corporation | $108.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WILLIAMSON ADVISORY SERVICES, INC. CRD 160102 | Marietta, GA | Corporate platform Corporation | $108.4M | 2 advisors | Percentage of AUM | View |