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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 | |||||
|---|---|---|---|---|---|---|---|
| SCHLOSSER FINANCIAL SERVICES, INC. CRD 128809 | NJ | Corporate platform Corporation | $108.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OMNITRUST WEALTH MANAGEMENT, INC. CRD 298025 | Jacksonville, FL | Corporate platform Corporation | $107.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NORTHEAST CAPITAL MANAGEMENT, INC. CRD 128508 | Coral Gables, FL | Corporate platform Corporation | $105.3M | 1 advisors | Percentage of AUM | View | |
| ELK HILL ADVISORS, INC. CRD 117275 | — | Corporate platform Corporation | $105.2M | 1 advisors | Percentage of AUM | View | |
| FAMILY STEWARD WEALTH CONSULTING® CRD 130406 | — | Corporate platform Corporation | $105.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FALKER INVESTMENTS INC. CRD 115132 | — | Corporate platform Corporation | $103.3M | 2 advisors | Percentage of AUM | View | |
| IRON HORSE CAPITAL, INC. CRD 319015 | — | Corporate platform Corporation | $102.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPREHENSIVE FINANCIAL PLANNING INC CRD 109772 | — | Corporate platform Corporation | $102.6M | 1 advisors | Percentage of AUM | View | |
| FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC. CRD 316194 | Bismarck, ND | Corporate platform Corporation | $102.2M | 1 advisors | Percentage of AUM | View | |
| V DELIMA INVESTMENTS INC CRD 310379 | FL | Corporate platform Corporation | $102.0M | 1 advisors | Fixed fees; Performance-based fees | View | |
| CANACCORD GENUITY WEALTH MANAGEMENT CRD 7449 | Vancouver, Bc, AK | Corporate platform Corporation | $101.2M | 31 advisors | Percentage of AUM | View | |
| MICHAEL S. CARRIER & ASSOCIATES, INC. CRD 142403 | — | Corporate platform Corporation | $100.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MCDONALD CAPITAL MANAGEMENT, INC. CRD 121696 | — | Corporate platform Corporation | $99.5M | 1 advisors | Fixed fees | View | |
| JEFFREY JOSEPH MANAGEMENT CRD 329679 | — | Corporate platform Corporation | $98.7M | 1 advisors | Percentage of AUM | View | |
| BULLOCK CAPITAL ALLIANCE, INC. CRD 121485 | Colorado Springs, CO | Corporate platform Corporation | $98.1M | 1 advisors | Percentage of AUM | View | |
| UPRIGHT FINANCIAL CORP CRD 107303 | NJ | Corporate platform Corporation | $98.0M | 2 advisors | Percentage of AUM · Commissions +2 more | View | |
| STRATEGIC PORTFOLIO ADVISORS CRD 132825 | Las Vegas, NV | Corporate platform Corporation | $97.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| L.F. HOWARD ASSOCIATES INC CRD 109096 | Boston, MA | Corporate platform Corporation | $96.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SCOTT CONYERS CAPITAL MANAGEMENT, INC. CRD 136549 | OR | Corporate platform Corporation | $96.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| P38 ENTERPRISES, INC. CRD 135325 | — | Corporate platform Corporation | $96.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| J.W. ADVISORS INC. CRD 113883 | Phoenix, AZ | Corporate platform Corporation | $96.1M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL SERVICES OF NORTHEAST WISCONSIN, INC. CRD 105422 | — | Corporate platform Corporation | $96.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEONARD INVESTMENT ADVISORS INC. CRD 116712 | Oklahoma City, OK | Corporate platform Corporation | $95.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BASE MANAGEMENT CO CRD 104600 | Towson, MD | Corporate platform Corporation | $95.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |