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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A. CRD 141636 | — | Corporate platform Corporation | $39.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'DONNELL PORTFOLIO MANAGEMENT, INC. CRD 122371 | — | Corporate platform Corporation | $38.9M | 1 advisors | Percentage of AUM | View | |
| RIDGEWOOD CAPITAL MANAGEMENT CRD 121920 | — | Corporate platform Corporation | $38.9M | 2 advisors | Percentage of AUM | View | |
| KAISER WEALTH MANAGEMENT CRD 111000 | — | Corporate platform Corporation | $38.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RHB CAPITAL, INC. CRD 165625 | Huntington Beach, CA | Corporate platform Corporation | $38.7M | 1 advisors | Percentage of AUM | View | |
| GREENSIDE FINANCIAL, LTD CRD 287605 | — | Corporate platform Corporation | $38.6M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| KING FINANCIAL INVESTMENTS INC CRD 324091 | — | Corporate platform Corporation | $38.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THE EASTRADE ASSET MANAGEMENT CORPORATION CRD 124232 | NY | Corporate platform Corporation | $38.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARLES STREET ASSET MANAGEMENT, INC. CRD 164781 | — | Corporate platform Corporation | $37.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARVIEW FINANCIAL PLANNING, INC. CRD 291834 | Southold, NY | Corporate platform Corporation | $37.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.D. GAGNON, INC. CRD 130444 | — | Corporate platform Corporation | $37.7M | 1 advisors | Percentage of AUM | View | |
| GUNN & CO ASSET MANAGEMENT INC CRD 104750 | San Antonio, TX | Corporate platform Corporation | $37.7M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RIM ASSOCIATES, INC CRD 128201 | — | Corporate platform Corporation | $37.6M | 1 advisors | Percentage of AUM | View | |
| DOTY EQUITY ADVISORS, INC. CRD 113351 | — | Corporate platform Corporation | $37.3M | 1 advisors | Percentage of AUM | View | |
| INVESTMENT ADVISOR ASSOCIATES, INC. CRD 157219 | — | Corporate platform Corporation | $37.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HEBERT INVESTMENT ADVISORS, INC. CRD 141934 | — | Corporate platform Corporation | $37.0M | 1 advisors | Percentage of AUM | View | |
| JB FINANCIAL SERVICES, INC. CRD 139373 | — | Corporate platform Corporation | $36.9M | 1 advisors | Percentage of AUM | View | |
| MAJORITY ASSET MANAGEMENT, INC. CRD 110891 | MD | Corporate platform Corporation | $36.9M | 1 advisors | Percentage of AUM | View | |
| FALCONER GROUP CRD 124166 | Traverse City, MI | Corporate platform Corporation | $36.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NORTHSTAR WEALTH MANAGEMENT, INC. CRD 137062 | Columbia, MD | Corporate platform Corporation | $36.6M | 1 advisors | Percentage of AUM | View | |
| T.M. MURPHY INVESTMENT MANAGEMENT, INC. CRD 120132 | — | Corporate platform Corporation | $36.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GVR INVESTMENT MANAGEMENT, INC. CRD 106365 | Two Rivers, WI | Corporate platform Corporation | $36.1M | 2 advisors | Percentage of AUM | View | |
| SERCO INVESTMENTS INC. CRD 113879 | — | Corporate platform Corporation | $36.0M | 1 advisors | Percentage of AUM | View | |
| ALBERT A. CAPORASO & ASSOCIATES, INC. CRD 104837 | — | Corporate platform Corporation | $35.9M | 1 advisors | Percentage of AUM | View |