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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 | |||||
|---|---|---|---|---|---|---|---|
| DIGIORGIO CAPITAL MANAGEMENT, INC. CRD 123422 | White Oak, PA | Corporate platform Corporation | $52.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OBERWEIS ASSET MANAGEMENT (HONG KONG) LIMITED CRD 296901 | Central | Corporate platform Corporation | $51.8M | 2 advisors | COST OF SERVICES, PLUS 5% OF THE VALUE OF SUCH COSTS | View | |
| SAPPHIRE WEALTH CONSULTING, INC. CRD 284007 | Ponte Vedra Beach, FL | Corporate platform Corporation | $51.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SENTINEL ADVISORY CORP CRD 108720 | Fernandina Beach, FL | Corporate platform Corporation | $51.5M | 1 advisors | Percentage of AUM | View | |
| FIDUCIARY GLOBAL ADVISORS CRD 167967 | — | Corporate platform Corporation | $51.2M | 1 advisors | Percentage of AUM | View | |
| BALES FINANCIAL ADVISORS, INC CRD 309477 | Cumming, GA | Corporate platform Corporation | $51.1M | 2 advisors | Percentage of AUM | View | |
| TOEPEL INVESTMENT COUNSEL, INC. CRD 117174 | — | Corporate platform Corporation | $51.1M | 1 advisors | Percentage of AUM | View | |
| NETWORK 1 FINANCIAL ADVISORS INC. CRD 121239 | — | Corporate platform Corporation | $51.0M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC. CRD 159702 | San Jose, CA | Corporate platform Corporation | $50.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PATAP FINANCIAL SERVICES CRD 111965 | — | Corporate platform Corporation | $50.7M | 0 total employees | Percentage of AUM | View | |
| PASCO INVESTMENT ADVISORS INC CRD 106133 | Westfield, NJ | Corporate platform Corporation | $50.4M | 1 advisors | Percentage of AUM | View | |
| FINCO INVESTMENT SERVICES, INC. CRD 163491 | — | Corporate platform Corporation | $50.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BELTRAMO FINANCIAL SERVICES, INC. CRD 154791 | Irvine, CA | Corporate platform Corporation | $50.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CROWN FINANCIAL GROUP, INC. CRD 123467 | Arlington Heights, IL | Corporate platform Corporation | $50.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY WEALTH ADVISORS, INC. CRD 114868 | Waxahachie, TX | Corporate platform Corporation | $49.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP. CRD 129389 | — | Corporate platform Corporation | $49.7M | 2 advisors | Percentage of AUM | View | |
| MORGAN INVESTMENTS INC CRD 105977 | Greenville, SC | Corporate platform Corporation | $49.6M | 1 advisors | Percentage of AUM | View | |
| WRIGHT ASSET MANAGEMENT INC CRD 105599 | Manasquan, NJ | Corporate platform Corporation | $49.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| O'BRIEN AND ASSOCIATES, INC. CRD 115159 | — | Corporate platform Corporation | $49.4M | 1 advisors | Percentage of AUM | View | |
| ALLEGIANCE WEALTH MANAGEMENT, INC. CRD 121392 | — | Corporate platform Corporation | $49.2M | 1 advisors | Percentage of AUM | View | |
| TREE CITY INVESTMENTS, INC. CRD 141279 | Lake Forest, IL | Corporate platform Corporation | $49.1M | 2 advisors | Percentage of AUM | View | |
| BIBLER FINANCIAL GROUP CRD 117520 | — | Corporate platform Corporation | $49.0M | 1 advisors | Percentage of AUM | View | |
| LATIN SECURITIES INC CRD 164117 | Miami, FL | Corporate platform Corporation | $48.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| AUGUST WEALTH GROUP, INC. CRD 149542 | — | Corporate platform Corporation | $48.9M | 2 advisors | Percentage of AUM; Hourly charges | View |