Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| THI, INC. CRD 123216 | — | Corporate platform Corporation | $30.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CUMBERLAND VALLEY FINANCIAL SERVICES INC. CRD 123496 | — | Corporate platform Corporation | $30.3M | 1 advisors | Percentage of AUM; WE CHARGE A SETUP FEE, LATE FEE, AND A QUARTERLY SURCHARGE FEE F | View | |
| SCS ASSET MANAGEMENT, INC CRD 132450 | Lutz, FL | Corporate platform Corporation | $30.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| RIVER INVESTMENT CORP CRD 122637 | Princeton, NJ | Corporate platform Corporation | $30.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RISING CAPITAL INC. CRD 123233 | Mill Valley, CA | Corporate platform Corporation | $30.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OAKWOOD WEALTH ADVISORS LTD. CRD 164656 | — | Corporate platform Corporation | $30.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STRATFORD INVESTMENT ADVISORY GROUP, INC. CRD 111363 | Mt. Prospect, IL | Corporate platform Corporation | $29.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CPASSET MANAGEMENT, INC. CRD 129305 | — | Corporate platform Corporation | $29.8M | 1 advisors | Percentage of AUM | View | |
| ASCENDANT CAPITAL RESEARCH, LTD. CRD 284601 | — | Corporate platform Corporation | $29.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ADAMEC FINANCIAL GROUP, INC. CRD 112529 | — | Corporate platform Corporation | $29.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JACOBS & COMPANY CRD 109133 | Charleston, WV | Corporate platform Corporation | $29.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GOLDSTONE PORTFOLIOS INCORPORATED CRD 127162 | NY | Corporate platform Corporation | $29.1M | 1 advisors | Percentage of AUM | View | |
| REESER ADVISORY SERVICES INC. CRD 131159 | — | Corporate platform Corporation | $28.9M | 2 advisors | Percentage of AUM; FIXED RETAINER | View | |
| JOHN N. CARMODY D.D.S. CFP, INC. CRD 117200 | — | Corporate platform Corporation | $28.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HORIZON CAPITAL MANAGEMENT, INC. CRD 115815 | — | Corporate platform Corporation | $28.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALCO ADVISORS, INC. CRD 129513 | — | Corporate platform Corporation | $28.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILLER, FLEMING & ASSOCIATES CRD 104923 | Sonoma, CA | Corporate platform Corporation | $28.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WILLIAM ROANE SKEETERS, INC. CRD 113813 | Dallas, TX | Corporate platform Corporation | $28.7M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| SENTRY CONSULTING, INC. CRD 117190 | — | Corporate platform Corporation | $28.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRESERVATION FINANCIAL MANAGEMENT CRD 307066 | — | Corporate platform Corporation | $28.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING FUTURES CRD 122436 | San Francisco, CA | Corporate platform Corporation | $28.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE ROSE INVESTMENT MANAGEMENT CRD 121999 | — | Corporate platform Corporation | $28.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ZONKA & ASSOCIATES, INC. CRD 282914 | — | Corporate platform Corporation | $28.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEITH MCBRIDE FINANCIAL SERVICES INC. CRD 307499 | — | Corporate platform Corporation | $28.2M | 2 advisors | Percentage of AUM; Hourly charges | View |