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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 | |||||
|---|---|---|---|---|---|---|---|
| RATHER & KITTRELL, INC. CRD 114885 | Knoxville, TN | Corporate platform Corporation | $2.25B | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PACIFIC INCOME ADVISERS INC CRD 104719 | El Segundo, CA | Corporate platform Corporation | $2.25B | 10 advisors | Percentage of AUM | View | |
| AVALOR INVESTMENT AG CRD 283227 | Zurich, NH | Corporate platform Corporation | $2.24B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| ARBION LIMITED CRD 155663 | London | Corporate platform Corporation | $2.23B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| HERITAGE INVESTMENT GROUP, INC. CRD 113204 | Pompano Beach, FL | Corporate platform Corporation | $2.23B | 12 advisors | Percentage of AUM | View | |
| CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED CRD 151223 | Sydney | Corporate platform Corporation | $2.23B | 0 total employees | Percentage of AUM | View | |
| WEALTHQUEST CORPORATION CRD 141473 | Cincinnati, OH | Corporate platform Corporation | $2.22B | 16 advisors | Percentage of AUM; Fixed fees | View | |
| E. S. BARR & COMPANY CRD 107447 | Lexington, KY | Corporate platform Corporation | $2.22B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| OAKMONT CORPORATION CRD 112337 | Los Angeles, CA | Corporate platform Corporation | $2.22B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PATTEN AND PATTEN, INC. CRD 105414 | Chattanooga, TN | Corporate platform Corporation | $2.21B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ADVISORS ASSET MANAGEMENT, INC. CRD 46727 | Monument, CO | Corporate platform Corporation | $2.21B | 42 advisors | Percentage of AUM | View | |
| NEWSOUTH CAPITAL MANAGEMENT INC CRD 110676 | Memphis, TN | Corporate platform Corporation | $2.21B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| THE FORUM FINANCE GROUP SA CRD 284407 | Geneva, CA | Corporate platform Corporation | $2.21B | 19 advisors | Percentage of AUM · Fixed fees +3 more | View | |
| 1834 INVESTMENT ADVISORS CO. CRD 105435 | Milwaukee, WI | Corporate platform Corporation | $2.20B | 30 advisors | Percentage of AUM; Fixed fees | View | |
| NADLER FINANCIAL GROUP, INC. CRD 122617 | Deerfield, IL | Corporate platform Corporation | $2.18B | 18 advisors | Percentage of AUM | View | |
| THE INVESTMENT COUNSEL COMPANY CRD 19608 | Las Vegas, NV | Corporate platform Corporation | $2.18B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| JOEL R. MOGY INVESTMENT COUNSEL INC. CRD 111622 | Beverly Hills, CA | Corporate platform Corporation | $2.18B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CONDOR CAPITAL WEALTH MANAGEMENT CRD 104920 | Martinsville, NJ | Corporate platform Corporation | $2.18B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELL ASSET MANAGEMENT LIMITED CRD 146144 | Melbourne | Corporate platform Corporation | $2.18B | 10 advisors | Percentage of AUM | View | |
| SIGMA INVESTMENT COUNSELORS CRD 104754 | Northville, MI | Corporate platform Corporation | $2.17B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| PDS PLANNING INC CRD 106895 | Dublin, OH | Corporate platform Corporation | $2.17B | 12 advisors | Fixed fees | View | |
| CAPITOL SECURITIES MANAGEMENT, INC. CRD 14169 | Glen Allen, VA | Corporate platform Corporation | $2.16B | 126 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY CRD 170015 | Shanghai | Corporate platform Corporation | $2.16B | 46 advisors | Percentage of AUM; Performance-based fees | View | |
| ABACUS PLANNING GROUP, INC. CRD 107994 | Columbia, SC | Corporate platform Corporation | $2.16B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |