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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 | |||||
|---|---|---|---|---|---|---|---|
| JOHANNSEN & ASSOCIATES, INC. CRD 137013 | Santa Barbara, CA | Corporate platform Corporation | $33.0M | 1 advisors | Percentage of AUM | View | |
| FSP ADVISORS, INC. CRD 158482 | Rochester, NY | Corporate platform Corporation | $32.6M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| FRANCIS CAPITAL MANAGEMENT, INC. CRD 134402 | — | Corporate platform Corporation | $32.6M | 1 advisors | Percentage of AUM | View | |
| BULL MARKET INVESTMENT MANAGEMENT, INC. CRD 288871 | Miami, FL | Corporate platform Corporation | $32.3M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MEGSTAR FINANCIAL MANAGEMENT INC. CRD 125514 | — | Corporate platform Corporation | $32.3M | 1 advisors | Percentage of AUM | View | |
| LAL LTD. CRD 117748 | — | Corporate platform Corporation | $32.1M | 1 advisors | Percentage of AUM | View | |
| TERRION ADVISORS, INC. CRD 145254 | Sandy, UT | Corporate platform Corporation | $32.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HABERKORN FINANCIAL SERVICES, INC. CRD 113115 | Louisville, CO | Corporate platform Corporation | $32.0M | 1 advisors | Percentage of AUM | View | |
| JAMES A. COLLEY, INC. CRD 141794 | Lake Placid, FL | Corporate platform Corporation | $31.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AFL ADVISORY GROUP LLC CRD 168957 | Olean, NY | Corporate platform Corporation | $31.8M | 1 advisors | Percentage of AUM | View | |
| GILLIKIN ADVISORS LIMITED CRD 171397 | — | Corporate platform Corporation | $31.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MDW CAPITAL MANAGEMENT CORP. CRD 330758 | Los Angeles, CA | Corporate platform Corporation | $31.7M | 1 advisors | Percentage of AUM | View | |
| WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE CRD 114010 | — | Corporate platform Corporation | $31.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AMPLIO WEALTH MANAGEMENT, INC. CRD 309712 | Austin, TX | Corporate platform Corporation | $31.5M | 1 advisors | Percentage of AUM | View | |
| EVERGLADES RESOURCES, INC. CRD 142020 | — | Corporate platform Corporation | $31.4M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PARKE INVESTMENT MANAGEMENT, INC. CRD 117986 | — | Corporate platform Corporation | $31.4M | 1 advisors | Percentage of AUM | View | |
| UNION CAPITAL MANAGEMENT CORP CRD 109670 | — | Corporate platform Corporation | $31.2M | 1 advisors | Percentage of AUM; BEATING A BENCHMARK | View | |
| WHIPPOORWILL ASSOCIATES INC CRD 107497 | White Plains, NY | Corporate platform Corporation | $31.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SAHNI, INC. CRD 173759 | — | Corporate platform Corporation | $31.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HEINZ GLOBAL ASSET MANAGEMENT, INC. CRD 155610 | — | Corporate platform Corporation | $31.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PERSONAL FINANCIAL MANAGEMENT, INC. CRD 123874 | — | Corporate platform Corporation | $31.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAYVIEW INVESTMENT COUNSEL, INC CRD 116015 | Stevensville, MD | Corporate platform Corporation | $30.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARROWHEAD WEALTH MANAGEMENT CORP. CRD 171169 | Modesto, CA | Corporate platform Corporation | $30.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RICHARD N. SIROTT ACCOUNTANCY CORPORATION CRD 134360 | — | Corporate platform Corporation | $30.4M | 1 advisors | Percentage of AUM | View |