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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 | |||||
|---|---|---|---|---|---|---|---|
| KCCS MANAGEMENT INC. CRD 284944 | — | Corporate platform Corporation | $35.7M | 1 advisors | Percentage of AUM | View | |
| MONTANARI FINANCIAL ADVISORS INC. CRD 133075 | — | Corporate platform Corporation | $35.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTORS MANAGEMENT SERVICES INC CRD 104724 | Harrison Township, MI | Corporate platform Corporation | $35.5M | 1 advisors | Percentage of AUM | View | |
| EAST PACIFIC INVESTMENT COMPANY, INC. CRD 322196 | — | Corporate platform Corporation | $35.5M | 1 advisors | Percentage of AUM | View | |
| HOLDER & COMPANY, INC. CRD 117077 | — | Corporate platform Corporation | $35.3M | 1 advisors | Percentage of AUM | View | |
| ARMSTRONG FINANCIAL, INC. CRD 175320 | — | Corporate platform Corporation | $35.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CONWAY ASSET MANAGEMENT, INC. CRD 291197 | Grosse Pointe Farms, MI | Corporate platform Corporation | $35.2M | 1 advisors | Percentage of AUM | View | |
| LAWRENCE J. CHAZEN, INC. CRD 119350 | Carmel, CA | Corporate platform Corporation | $35.0M | 1 advisors | Fixed fees | View | |
| KENNETH A. DERY & ASSOCIATES CRD 120184 | Willoughby, OH | Corporate platform Corporation | $35.0M | 1 advisors | Percentage of AUM | View | |
| WEALTHNEST CAPITAL INC. CRD 281725 | Staten Island, NY | Corporate platform Corporation | $34.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LAKESIDE FINANCIAL INC. CRD 213517 | — | Corporate platform Corporation | $34.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEALTH MANAGEMENT GROUP AG CRD 335036 | Zurich, FL | Corporate platform Corporation | $34.7M | 2 advisors | Percentage of AUM | View | |
| DAVIS INVESTMENT GROUP, LTD. CRD 124688 | — | Corporate platform Corporation | $34.6M | 1 advisors | Percentage of AUM | View | |
| THE PLANNERS INC. CRD 326556 | Fort Collins, CO | Corporate platform Corporation | $34.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GAVLTD INTERNATIONAL CORPORATION CRD 314687 | El Paso, TX | Corporate platform Corporation | $34.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GBL ASSET MANAGEMENT, INC. CRD 121377 | — | Corporate platform Corporation | $34.3M | 1 advisors | Percentage of AUM | View | |
| CAPSTONE WEALTH MANAGEMENT, INC CRD 172040 | Santa Ana, CA | Corporate platform Corporation | $34.1M | 1 advisors | Percentage of AUM | View | |
| SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES CRD 332016 | Rolling Hills Estates, CA | Corporate platform Corporation | $34.0M | 3 advisors | Percentage of AUM | View | |
| SAMUELS FINANCIAL SERVICES, INC. CRD 120777 | Youngstown, OH | Corporate platform Corporation | $33.8M | 1 advisors | Percentage of AUM; Commissions | View | |
| GOODMAN ASSET MANAGEMENT, INC. CRD 128643 | — | Corporate platform Corporation | $33.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOWLER FINANCIAL MANAGEMENT CRD 124945 | — | Corporate platform Corporation | $33.3M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| MTR ADVISORY SERVICES, INC. CRD 121140 | Austin, TX | Corporate platform Corporation | $33.2M | 1 advisors | Percentage of AUM | View | |
| MARSHA LEE & COMPANY,INC. CRD 134286 | Palm Desert, CA | Corporate platform Corporation | $33.2M | 1 advisors | Commissions | View | |
| MERIT ADVISORS, INC. CRD 113999 | Oklahoma City, OK | Corporate platform Corporation | $33.2M | 3 advisors | Percentage of AUM; SIGNAL SERVICE PROVIDED TO THIRD PARTY ADVISORS AND INSTITUTIONS | View |