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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 | |||||
|---|---|---|---|---|---|---|---|
| MERRICKS CAPITAL PTY LTD CRD 157533 | Melbourne | Corporate platform Corporation | $2.14B | 23 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCIAL MANAGEMENT NETWORK INC CRD 110454 | Mission Viejo, CA | Corporate platform Corporation | $2.14B | 21 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PINNACLE ADVISORS CRD 106817 | Mansfield, OH | Corporate platform Corporation | $2.14B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERMEDE GLOBAL PARTNERS INC CRD 288616 | San Francisco, CA | Corporate platform Corporation | $2.14B | 4 advisors | COST PLUS FEE | View | |
| ORLEANS CAPITAL MANAGEMENT CORP CRD 111359 | Mandeville, LA | Corporate platform Corporation | $2.13B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| OKABENA INVESTMENT SERVICES INC CRD 111162 | Minneapolis, MN | Corporate platform Corporation | $2.12B | 8 advisors | Percentage of AUM | View | |
| ELSER FINANCIAL PLANNING, INC. CRD 143311 | Indianapolis, IN | Corporate platform Corporation | $2.11B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY ADVISORS, INC. CRD 108239 | St.. Louis, MO | Corporate platform Corporation | $2.10B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERAUDI ASSET MANAGEMENT, INC. CRD 119854 | New York, NY | Corporate platform Corporation | $2.10B | 9 advisors | Percentage of AUM | View | |
| ALPINE ASSOCIATES MANAGEMENT INC. CRD 138901 | Palm Beach, FL | Corporate platform Corporation | $2.09B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| ADELL HARRIMAN & CARPENTER CRD 107488 | Houston, TX | Corporate platform Corporation | $2.09B | 5 advisors | Percentage of AUM | View | |
| FIRST HEARTLAND CONSULTANTS, INC. CRD 110377 | Lake St.. Louis, MO | Corporate platform Corporation | $2.09B | 88 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNITED ASSET STRATEGIES INC. CRD 107434 | Garden City, NY | Corporate platform Corporation | $2.09B | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EUBEL BRADY & SUTTMAN CRD 107316 | Miamisburg, OH | Corporate platform Corporation | $2.07B | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ELLENBECKER INVESTMENT GROUP CRD 173851 | Waukesha, WI | Corporate platform Corporation | $2.06B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CAHABA WEALTH MANAGEMENT, INC. CRD 151675 | Atlanta, GA | Corporate platform Corporation | $2.06B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| EW HEALTHCARE PARTNERS CRD 158263 | The Woodlands, TX | Corporate platform Corporation | $2.06B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BEESE FULMER PRIVATE WEALTH MANAGEMENT CRD 109882 | Canton, OH | Corporate platform Corporation | $2.06B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATWOOD & PALMER, INC. CRD 104995 | Kansas City, MO | Corporate platform Corporation | $2.04B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BRISTOL GROUP INC CRD 105087 | San Francisco, CA | Corporate platform Corporation | $2.04B | 4 advisors | Fixed fees · Performance-based fees +1 more | View | |
| ALPEN PARTNERS INTERNATIONAL AG CRD 291759 | Freienbach, AL | Corporate platform Corporation | $2.03B | 37 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AVITY INVESTMENT MANAGEMENT INC. CRD 104623 | Greenwich, CT | Corporate platform Corporation | $2.03B | 3 advisors | Percentage of AUM | View | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CRD 117962 | Edina, MN | Corporate platform Corporation | $2.03B | 18 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| NCH CAPITAL INC. CRD 157288 | New York, NY | Corporate platform Corporation | $2.02B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View |