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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 | |||||
|---|---|---|---|---|---|---|---|
| STERLING ASSET MANAGEMENT CO INC CRD 112825 | NY | Corporate platform Corporation | $87.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INVESTMENT RESEARCH CORPORATION CRD 115494 | — | Corporate platform Corporation | $87.0M | 1 advisors | Percentage of AUM | View | |
| DOWNEY CAPITAL MANAGEMENT, INC. CRD 133317 | Boston, MA | Corporate platform Corporation | $86.9M | 2 advisors | Percentage of AUM | View | |
| TC ADVISORS LTD. CRD 290891 | Salina, KS | Corporate platform Corporation | $85.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| DONAHUE FINANCIAL GROUP CRD 299715 | — | Corporate platform Corporation | $85.2M | 1 advisors | Percentage of AUM | View | |
| FORREST INVESTMENT MANAGEMENT, INC. CRD 141879 | Jacksonville, FL | Corporate platform Corporation | $85.2M | 1 advisors | Percentage of AUM | View | |
| YOUNG CAPITAL MANAGEMENT INC CRD 107448 | Fountain Hills, AZ | Corporate platform Corporation | $85.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUBIN OVERSEAS LTD. CRD 169309 | Zurich, NY | Corporate platform Corporation | $84.9M | 4 advisors | Percentage of AUM | View | |
| CUBIC PYE CAPITAL MANAGEMENT, INC. CRD 130212 | — | Corporate platform Corporation | $84.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PASHADRE CAPITAL MANAGEMENT, INC CRD 129239 | S. Weymouth, MA | Corporate platform Corporation | $83.7M | 1 advisors | Percentage of AUM | View | |
| DESSONVILLE FINANCIAL GROUP INCORPORATED CRD 118132 | — | Corporate platform Corporation | $83.7M | 2 advisors | Percentage of AUM | View | |
| RETIREMENT PLANNING AND MANAGEMENT, INC. CRD 115483 | — | Corporate platform Corporation | $83.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HDS CAPITAL MANAGEMENT, INC CRD 107424 | — | Corporate platform Corporation | $83.5M | 1 advisors | Percentage of AUM | View | |
| HERITAGE ASSET MANAGERS, INC. CRD 134955 | — | Corporate platform Corporation | $83.4M | 3 advisors | Percentage of AUM; PERCENTAGE OF ASSETS FOR CONSULT ONLY ACCOUNTS | View | |
| ALL SEASONS INVESTMENT ADVISORS, INC CRD 144506 | — | Corporate platform Corporation | $82.7M | 0 total employees | Percentage of AUM | View | |
| MARCH CAPITAL CORP. CRD 24142 | Chicago, IL | Corporate platform Corporation | $82.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| SYNTHESIS ADVISORS, INC. CRD 109025 | Nashville, TN | Corporate platform Corporation | $82.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCIAL ECONOMICS CONSULTING GROUP, INC. CRD 117418 | Tuscaloosa, AL | Corporate platform Corporation | $82.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BIGGIN, INC. CRD 165202 | Melville, NY | Corporate platform Corporation | $82.2M | 1 advisors | Percentage of AUM | View | |
| SR FINANCIAL SERVICES, INC. CRD 121298 | — | Corporate platform Corporation | $82.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FINANXIAL INVESTMENT ADVISORS, CORP CRD 300350 | San Juan, PR | Corporate platform Corporation | $82.0M | 2 advisors | Percentage of AUM; FEE SCHEDULE | View | |
| LANGDON FINANCIAL MANAGEMENT, INC. CRD 123017 | Springfield, IL | Corporate platform Corporation | $82.0M | 0 total employees | Percentage of AUM · Hourly charges +1 more | View | |
| LONDINIUM ASSET MANAGEMENT LTD. CRD 141259 | 98000 Principality Of Monaco | Corporate platform Corporation | $82.0M | 1 advisors | Percentage of AUM | View | |
| TCS FINANCIAL SERVICES, INC. CRD 136148 | — | Corporate platform Corporation | $80.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |