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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 | |||||
|---|---|---|---|---|---|---|---|
| PORTFOLIO MANAGEMENT & PLANNING, INC. CRD 117264 | — | Corporate platform Corporation | $95.0M | 2 advisors | Percentage of AUM | View | |
| ROGERS CONSULTING ASSOCIATES, INC. CRD 169931 | St.. Louis, MO | Corporate platform Corporation | $94.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CWM FINANCIAL GROUP, INC. CRD 117255 | Rockville, MD | Corporate platform Corporation | $94.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAGUNA FINANCIAL ADVISORY CRD 149757 | Laguna Hills, CA | Corporate platform Corporation | $93.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LYNN H. ORR CAPITAL MANAGEMENT GROUP, INC. CRD 112147 | — | Corporate platform Corporation | $93.2M | 1 advisors | Percentage of AUM | View | |
| B & B FINANCIAL PLANNING CO., INC. CRD 111628 | O'Fallon, MO | Corporate platform Corporation | $93.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CADE GROUP, INC. CRD 114970 | Carmel, IN | Corporate platform Corporation | $93.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CONRAD A. MAY, CPA, P.C. CRD 123225 | — | Corporate platform Corporation | $92.9M | 1 advisors | Fixed fees | View | |
| ALBERG FINANCIAL SERVICES, INC. CRD 115923 | — | Corporate platform Corporation | $92.6M | 1 advisors | Percentage of AUM | View | |
| WOODMONT ADVISORY GROUP, INC. CRD 112276 | LA | Corporate platform Corporation | $91.9M | 2 advisors | Percentage of AUM | View | |
| RMAS, INC. CRD 118242 | Bellmawr, NJ | Corporate platform Corporation | $91.2M | 2 advisors | Percentage of AUM | View | |
| THE MONEYPAPER ADVISOR, INC. CRD 156971 | NY | Corporate platform Corporation | $91.0M | 2 advisors | Percentage of AUM | View | |
| CAPROCK CAPITAL ADVISORS INC. CRD 170672 | Plano, TX | Corporate platform Corporation | $90.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EBER CAPITAL MANAGEMENT CRD 108337 | Coral Gables, FL | Corporate platform Corporation | $90.4M | 1 advisors | Percentage of AUM | View | |
| FAIRBANKS FINANCIAL WEALTH MANAGEMENT CRD 114551 | — | Corporate platform Corporation | $90.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCN INVESTMENT MANAGEMENT CO. CRD 336515 | Troy, MI | Corporate platform Corporation | $89.8M | 1 advisors | Percentage of AUM | View | |
| ALDEMAR RESEARCH CORPORATION CRD 178523 | NY | Corporate platform Corporation | $89.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KNIGHTSBRIDGE ADVISORS, INC. CRD 117334 | — | Corporate platform Corporation | $89.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GATEWAY WEALTH, INC. CRD 106022 | — | Corporate platform Corporation | $89.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COGENT CAPITAL GROUP CRD 125163 | — | Corporate platform Corporation | $88.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRAVER FINANCIAL CONSULTING NETWORK PA CRD 139459 | Lakewood Ranch, FL | Corporate platform Corporation | $88.2M | 1 advisors | Percentage of AUM | View | |
| D & T FINANCIAL ADVISORS, INC. CRD 136297 | Concord, CA | Corporate platform Corporation | $87.4M | 3 advisors | Percentage of AUM; PERCENTAGE OF PLAN ASSETS | View | |
| TIMOTHY J. ELLIS, INC. CRD 126188 | — | Corporate platform Corporation | $87.2M | 1 advisors | Fixed fees | View | |
| STOKE CAPITAL CRD 135560 | — | Corporate platform Corporation | $87.0M | 1 advisors | Percentage of AUM | View |