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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 | |||||
|---|---|---|---|---|---|---|---|
| BACON & COMPANY CRD 114022 | — | Corporate platform Corporation | $70.1M | 1 advisors | Percentage of AUM | View | |
| BELL STRATEGIC INVESTMENTS, INC. CRD 139954 | — | Corporate platform Corporation | $70.0M | 1 advisors | Percentage of AUM | View | |
| IBN ADVISORY SERVICES, INC. CRD 293288 | Liverpool, NY | Corporate platform Corporation | $69.8M | 8 advisors | Percentage of AUM; Hourly charges | View | |
| FRA SERVICES INC. CRD 292588 | San Juan, PR | Corporate platform Corporation | $69.0M | 1 advisors | Percentage of AUM · Subscription fees +2 more | View | |
| COX FINANCIAL GROUP, LTD. CRD 123955 | Schaumburg, IL | Corporate platform Corporation | $68.5M | 0 total employees | Percentage of AUM | View | |
| PENNFIELD CAPITAL CORP CRD 111464 | South Bend, IN | Corporate platform Corporation | $68.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| THE FINANCIAL ADVISORS CRD 135634 | Tustin, CA | Corporate platform Corporation | $68.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PACIFIC WEALTH CARE INC. CRD 130856 | — | Corporate platform Corporation | $68.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| R. H. HANSFORD & COMPANY, INC. CRD 113060 | — | Corporate platform Corporation | $67.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC CRD 125690 | — | Corporate platform Corporation | $67.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GRANVILLE WEALTH MANAGEMENT, INC. CRD 300751 | — | Corporate platform Corporation | $67.3M | 1 advisors | Percentage of AUM | View | |
| VAN LIEW CAPITAL INC CRD 105502 | Providence, RI | Corporate platform Corporation | $67.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BULLDOG ASSET MANAGEMENT, INC. CRD 133036 | — | Corporate platform Corporation | $67.0M | 1 advisors | Percentage of AUM | View | |
| SYGNUS CAPITAL SL LIMITED CRD 333426 | Castries | Corporate platform Corporation | $67.0M | 2 advisors | Percentage of AUM | View | |
| MOUNTAIN CAPITAL MANAGEMENT INC CRD 106166 | — | Corporate platform Corporation | $66.8M | 1 advisors | Percentage of AUM | View | |
| GREGORY M DOHERTY, CPA CRD 129532 | Dedham, MA | Corporate platform Corporation | $66.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| THOMAS SEAMAN COMPANY CRD 135245 | Laguna Beach, CA | Corporate platform Corporation | $66.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| K&H WEALTH PARTNERS CRD 329828 | Northbrook, IL | Corporate platform Corporation | $66.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERSIDE INVESTMENT MANAGEMENT, INC. CRD 126488 | — | Corporate platform Corporation | $66.4M | 1 advisors | Percentage of AUM | View | |
| TONER ASSET MANAGEMENT GROUP, INC. CRD 120640 | Virginia Beach, VA | Corporate platform Corporation | $66.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| C & C FINANCIAL SERVICES, INC. CRD 106752 | Great Neck, NY | Corporate platform Corporation | $66.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORRIS WEALTH MANAGEMENT CRD 338474 | Anderson, CA | Corporate platform Corporation | $66.2M | 2 advisors | Percentage of AUM | View | |
| NEW HORIZON ASSET MANAGEMENT CRD 139218 | Hot Springs, AR | Corporate platform Corporation | $65.0M | 1 advisors | Percentage of AUM | View | |
| OKEEFE & ASSOCIATES, P.C. CRD 123905 | Orland Park, IL | Corporate platform Corporation | $64.7M | 1 advisors | Percentage of AUM; Hourly charges | View |