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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 | |||||
|---|---|---|---|---|---|---|---|
| KROUSE STUREMAN & ASSOCIATES, INC. CRD 130679 | Fort Wayne, IN | Corporate platform Corporation | $56.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KELLNER CAPITAL MANAGEMENT, INC. CRD 121573 | Philadelphia, PA | Corporate platform Corporation | $56.3M | 1 advisors | Percentage of AUM | View | |
| OAK BROOK ASSET MANAGEMENT, CORPORATION CRD 113778 | — | Corporate platform Corporation | $56.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAMBRIDGE TRUSTEE ADVISORS INC CRD 106149 | — | Corporate platform Corporation | $55.7M | 2 advisors | Percentage of AUM | View | |
| RAS CAPITAL SERVICES, INC. CRD 149993 | — | Corporate platform Corporation | $55.0M | 1 advisors | Percentage of AUM | View | |
| ALPHA STRATEGIES CORPORATION CRD 153713 | — | Corporate platform Corporation | $54.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BUGDAL ZINSSER ASSET MANAGEMENT, INC. CRD 128915 | — | Corporate platform Corporation | $54.8M | 2 advisors | Percentage of AUM | View | |
| REPEX INVESTMENT MANAGEMENT CO., INC. CRD 123647 | Closter, NJ | Corporate platform Corporation | $54.6M | 2 advisors | Percentage of AUM | View | |
| FINANCIAL PLANNING PARTNERS CRD 131832 | Leawood, KS | Corporate platform Corporation | $54.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HERMENS CAPITAL MANAGEMENT, INC CRD 116077 | — | Corporate platform Corporation | $54.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BAHR FINANCIAL PLANNING NETWORK, INC. CRD 154188 | Eagle, ID | Corporate platform Corporation | $54.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOGEL INVESTMENT ADVISORY GROUP, INC. CRD 143770 | — | Corporate platform Corporation | $53.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERNATIONAL DISCOUNT INVESTORS CRD 110167 | — | Corporate platform Corporation | $53.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THETFORD INVESTMENT MANAGEMENT, INC. CRD 113426 | — | Corporate platform Corporation | $53.8M | 1 advisors | Percentage of AUM | View | |
| IMPACT INVESTMENT STRATEGIES, INC CRD 316694 | — | Corporate platform Corporation | $53.6M | 1 advisors | Percentage of AUM | View | |
| BUCKLEY FINANCIAL GROUP CRD 316925 | Daytona Beach, FL | Corporate platform Corporation | $53.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE WOLTER GROUP, INC. CRD 296828 | Livonia, MI | Corporate platform Corporation | $53.4M | 2 advisors | Percentage of AUM | View | |
| LEGACY ADVISORY GROUP, INC CRD 328470 | Santa Ana, CA | Corporate platform Corporation | $53.2M | 2 advisors | Percentage of AUM | View | |
| PENN ADVISORY GROUP INC. CRD 315991 | Mount Vernon, IA | Corporate platform Corporation | $53.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKY VISION WEALTH MANAGEMENT CORP. CRD 317320 | Irvine, CA | Corporate platform Corporation | $52.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FSG FINANCIAL SERVICES, INC. CRD 291629 | Sun City, AZ | Corporate platform Corporation | $52.3M | 3 advisors | Percentage of AUM; REFERRAL FEES | View | |
| APEX WEALTH MANAGEMENT CRD 288456 | — | Corporate platform Corporation | $52.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PORTER KICKHAM CRD 301103 | Ellisville, MO | Corporate platform Corporation | $52.1M | 1 advisors | Percentage of AUM | View | |
| BULTMAN INVESTMENT MANAGEMENT, INC. CRD 106283 | Brookfield, WI | Corporate platform Corporation | $52.0M | 1 advisors | Percentage of AUM; Fixed fees | View |