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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 | |||||
|---|---|---|---|---|---|---|---|
| STRATUS ADVISORY GROUP, INC. CRD 167448 | Highland, MI | Corporate platform Corporation | $64.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MCA CROSS BORDER CAPITAL INC. CRD 327516 | MontréAl, CA | Corporate platform Corporation | $64.6M | 1 advisors | Percentage of AUM | View | |
| MILLER CAPITAL MANAGEMENT, INC. CRD 115475 | Bethesda, MD | Corporate platform Corporation | $64.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MH INVESTMENT MANAGEMENT INC CRD 108961 | — | Corporate platform Corporation | $63.4M | 3 advisors | Percentage of AUM | View | |
| LIFETIME FINANCIAL, INC. CRD 161124 | Newport Beach, CA | Corporate platform Corporation | $63.3M | 9 advisors | Percentage of AUM; ACTS AS A SOLICITOR | View | |
| CYPRESS CAPITAL GROUP CRD 121923 | Palm Beach, FL | Corporate platform Corporation | $63.2M | 2 advisors | Percentage of AUM | View | |
| ATLANTES FINANCIAL ADVISORS CRD 138210 | Fairhope, AL | Corporate platform Corporation | $62.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KADEMIAN FINANCIAL GROUP INC CRD 109459 | Milwaukee, WI | Corporate platform Corporation | $62.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HYAMS INVESTMENTS, INC. CRD 121932 | — | Corporate platform Corporation | $62.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MOREAU INVESTMENT MANAGEMENT CO CRD 108574 | — | Corporate platform Corporation | $61.8M | 1 advisors | Percentage of AUM | View | |
| HERITAGE CAPITAL MANAGEMENT, INC. CRD 117498 | Monroe, LA | Corporate platform Corporation | $61.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| G.B. ALLEN ASSOCIATES, INC. CRD 112737 | Montvale, NJ | Corporate platform Corporation | $61.0M | 2 advisors | Percentage of AUM | View | |
| CAPITAL ASSET ADVISORY, INC. CRD 125685 | Jacksonville, FL | Corporate platform Corporation | $60.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUNTER CAPITAL MANAGEMENT INC. CRD 116323 | — | Corporate platform Corporation | $60.0M | 1 advisors | Percentage of AUM | View | |
| VAUGHN INVESTMENT ADVISORS INC CRD 111249 | Tustin, CA | Corporate platform Corporation | $60.0M | 2 advisors | Percentage of AUM; FEES ARE NEGOTIABLE ON RISK FREE ASSETS | View | |
| ASSET STRATEGIES, INC CRD 104512 | Lisle, IL | Corporate platform Corporation | $59.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AXION WEALTH ADVISORS CRD 325396 | San Diego, CA | Corporate platform Corporation | $59.3M | 3 advisors | Percentage of AUM | View | |
| ROSSI FINANCIAL ASSOCIATES, INC. CRD 118418 | Monroeville, PA | Corporate platform Corporation | $59.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALMER JONES & ASSOCIATES, INC. CRD 110418 | — | Corporate platform Corporation | $59.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WYSER-PRATTE MANAGEMENT CO., INC. CRD 106399 | Bedford Hills, NY | Corporate platform Corporation | $58.6M | 1 advisors | Percentage of AUM | View | |
| CLASSIC FINANCIAL & INVESTMENT SERVICES, INC. CRD 127666 | — | Corporate platform Corporation | $58.6M | 1 advisors | Percentage of AUM | View | |
| PARADIGM ASSET MANAGEMENT,INC. CRD 134587 | Marina Del Rey, CA | Corporate platform Corporation | $58.5M | 1 advisors | Percentage of AUM | View | |
| MUTUAL TRUST ASSET MGMT., INC. CRD 121364 | Tampa, FL | Corporate platform Corporation | $58.4M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SODIUM ADVISORS INC. CRD 300087 | Santa Clara, CA | Corporate platform Corporation | $57.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View |