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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 | |||||
|---|---|---|---|---|---|---|---|
| ABBOTT CAPITAL MANAGEMENT CORP. CRD 134334 | — | Corporate platform Corporation | $45.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JKM WEALTH MANAGEMENT INC CRD 297564 | Boca Raton, FL | Corporate platform Corporation | $44.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JACKSON MONEY MANAGEMENT, INCORPORATED CRD 114558 | — | Corporate platform Corporation | $44.5M | 2 advisors | Percentage of AUM | View | |
| DIVERSIFIED PLANNING CONCEPTS, INC. CRD 112229 | — | Corporate platform Corporation | $44.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONUMENT INVESTMENTS INC. CRD 110494 | Albany, TX | Corporate platform Corporation | $44.0M | 1 advisors | Percentage of AUM | View | |
| CYPRESS POINT FINANCIAL ADVISORS CRD 169376 | — | Corporate platform Corporation | $43.7M | 1 advisors | Percentage of AUM | View | |
| TACOMA INVESTMENT GROUP CRD 116741 | — | Corporate platform Corporation | $43.5M | 1 advisors | Percentage of AUM | View | |
| WHITE, DUNKIRK $ PRICE INVESTMENT ADVISORY INC. CRD 138152 | — | Corporate platform Corporation | $43.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NICKEL INVESTMENT ADVISORS, INC. CRD 139058 | — | Corporate platform Corporation | $43.1M | 1 advisors | Percentage of AUM | View | |
| PROFESSIONAL INVESTMENT COUNSEL, INC CRD 105096 | El Paso, TX | Corporate platform Corporation | $43.0M | 2 advisors | Percentage of AUM | View | |
| HARRIS FINANCIAL SERVICES, INC. CRD 113275 | Oshkosh, WI | Corporate platform Corporation | $43.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TOMCHANEY INVESTMENT SERVICES, INC. CRD 139152 | Orland Park, IL | Corporate platform Corporation | $42.9M | 1 advisors | Percentage of AUM | View | |
| NISMAN INVESTMENT SERVICES INC. CRD 121837 | East Brunswick, NJ | Corporate platform Corporation | $42.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HART INVESTMENT MANAGEMENT INC. CRD 145306 | — | Corporate platform Corporation | $42.7M | 1 advisors | Percentage of AUM | View | |
| AB HHELIO ASSOCIATES, INC. CRD 119567 | — | Corporate platform Corporation | $42.6M | 1 advisors | Percentage of AUM | View | |
| ESD ADVISORY SERVICES INC CRD 104927 | South Orange, NJ | Corporate platform Corporation | $42.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JDS INVESTMENT MANAGEMENT CRD 172214 | — | Corporate platform Corporation | $41.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMS WEALTH MANAGEMENT, INC. CRD 284826 | Augusta, GA | Corporate platform Corporation | $41.9M | 1 advisors | Percentage of AUM | View | |
| QUAYLE ASSET MANAGEMENT, INC. CRD 113884 | — | Corporate platform Corporation | $41.8M | 1 advisors | Percentage of AUM | View | |
| KEYSTONE FINANCIAL CONSULTANTS, INC. CRD 126704 | — | Corporate platform Corporation | $41.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GROVE INVESTMENTS, INC. CRD 112636 | St.. Simons Island, GA | Corporate platform Corporation | $41.6M | 1 advisors | Percentage of AUM | View | |
| WGS MANAGEMENT SERVICES, INC CRD 270003 | Rochester, NY | Corporate platform Corporation | $41.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NORTHWEST ADVISORY INC CRD 108786 | Dayton, OH | Corporate platform Corporation | $41.6M | 1 advisors | Percentage of AUM | View | |
| GALLAGHER CAPITAL CORP. CRD 129285 | — | Corporate platform Corporation | $41.5M | 1 advisors | Percentage of AUM; Hourly charges | View |