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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 | |||||
|---|---|---|---|---|---|---|---|
| NORMAN KRAMER INVESTMENTS, INC. CRD 117862 | Westport, CT | Corporate platform Corporation | $41.4M | 1 advisors | Percentage of AUM | View | |
| ASPIRE FINANCIAL, INC. CRD 159581 | Ebensburg, PA | Corporate platform Corporation | $41.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ASSOCIATED FINANCIAL PARTNERS, INC. CRD 174988 | — | Corporate platform Corporation | $40.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ENVISION CAPITAL MANAGEMENT LTD CRD 110266 | Scottsdale, AZ | Corporate platform Corporation | $40.8M | 2 advisors | Percentage of AUM | View | |
| WEALTH ACCUMULATION & PRESERVATION, INC. CRD 156408 | Streator, IL | Corporate platform Corporation | $40.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HARDER MANAGEMENT COMPANY, INC. CRD 105848 | — | Corporate platform Corporation | $40.5M | 1 advisors | Percentage of AUM | View | |
| BASICVALUE ASSET MANAGEMENT INC. CRD 112273 | New York, NY | Corporate platform Corporation | $40.5M | 1 advisors | Percentage of AUM | View | |
| STRATEGIC FINANCIAL INC. CRD 147215 | West Fargo, ND | Corporate platform Corporation | $40.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPITAL PARTNERS INVESTMENT GROUP CRD 294889 | — | Corporate platform Corporation | $40.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PELICAN BAY ASSET MANAGEMENT, INC. CRD 121410 | — | Corporate platform Corporation | $40.3M | 1 advisors | Percentage of AUM | View | |
| NEW SOUTHERN ADVISORY SERVICES CRD 158724 | Germantown, TN | Corporate platform Corporation | $40.2M | 1 advisors | Percentage of AUM | View | |
| MEZIAB CAPITAL MANAGEMENT, INC. CRD 113856 | — | Corporate platform Corporation | $40.1M | 1 advisors | Percentage of AUM | View | |
| MULLIGAN CAPITAL, INC CRD 143406 | Tigard, OR | Corporate platform Corporation | $40.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KING GEORGE CAPITAL MGMT, INC. CRD 115430 | — | Corporate platform Corporation | $40.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GOLD COAST SECURITIES, INC. CRD 110925 | Thousand Oaks, CA | Corporate platform Corporation | $39.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROYAL PALM INVESTMENT ADVISORS, INC CRD 142335 | Longwood, FL | Corporate platform Corporation | $39.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ASPENTREE CAPITAL CORPORATION CRD 118946 | — | Corporate platform Corporation | $39.8M | 5 advisors | Percentage of AUM | View | |
| VALENDO PRIVATE ASSET MANAGEMENT, INC. CRD 133544 | — | Corporate platform Corporation | $39.8M | 1 advisors | Percentage of AUM | View | |
| WEIL ENTERPRISES, INC. CRD 123284 | — | Corporate platform Corporation | $39.7M | 1 advisors | Percentage of AUM | View | |
| JAGUAR INVESTMENT SERVICES, LTD CRD 116368 | Marana, AZ | Corporate platform Corporation | $39.7M | 1 advisors | Percentage of AUM | View | |
| ANOVEST INVESTMENT ADVISORS CRD 132344 | Marietta, GA | Corporate platform Corporation | $39.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LPR CAPITAL, INC. CRD 111580 | Pasadena, CA | Corporate platform Corporation | $39.3M | 1 advisors | Percentage of AUM | View | |
| JY CAPITAL MANAGEMENT CRD 327887 | — | Corporate platform Corporation | $39.1M | 1 advisors | Percentage of AUM | View | |
| EBH FINANCIAL, INC. CRD 316752 | — | Corporate platform Corporation | $39.0M | 1 advisors | Percentage of AUM | View |