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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 | |||||
|---|---|---|---|---|---|---|---|
| LIS INC CRD 289168 | — | Corporate platform Corporation | $28.1M | 1 advisors | Percentage of AUM | View | |
| JACKSON ASSET MANAGEMENT, INC CRD 112052 | — | Corporate platform Corporation | $28.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BAKALIS FINANCIAL INC. CRD 320860 | — | Corporate platform Corporation | $28.0M | 1 advisors | Percentage of AUM | View | |
| HARBOR INVESTMENT ADVISORS CRD 118480 | — | Corporate platform Corporation | $28.0M | 1 advisors | Percentage of AUM | View | |
| ECKEL FINANCIAL ADVISORS CRD 334463 | Fair Oaks, CA | Corporate platform Corporation | $27.8M | 2 advisors | Percentage of AUM | View | |
| SOLOMON INVESTMENT CONSULTING, INC. CRD 281606 | Los Angeles, CA | Corporate platform Corporation | $27.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CARL M. HENNIG, INC. CRD 140 | Oshkosh, WI | Corporate platform Corporation | $27.6M | 1 advisors | Percentage of AUM | View | |
| MARELLO INVESTMENT ADVISORS, INC. CRD 112946 | Valley Village, CA | Corporate platform Corporation | $27.6M | 1 advisors | Percentage of AUM | View | |
| WMW MANAGEMENT, INC. CRD 116452 | Farmington, UT | Corporate platform Corporation | $27.5M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL PROFESSIONALS INCORPORATED CRD 116869 | — | Corporate platform Corporation | $27.1M | 1 advisors | Percentage of AUM | View | |
| FRY INVESTMENT ADVISORS, INC. CRD 300109 | Centerville, OH | Corporate platform Corporation | $27.0M | 2 advisors | Percentage of AUM | View | |
| ADVISORS UNLIMITED CRD 281474 | Hagatna | Corporate platform Corporation | $27.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NC MONEY MANAGEMENT, INC. CRD 118754 | Raleigh, NC | Corporate platform Corporation | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISOR FINANCIAL GROUP CRD 122678 | — | Corporate platform Corporation | $26.5M | 1 advisors | Percentage of AUM | View | |
| RIVERVIEW ASSET MANAGEMENT, INC. CRD 118859 | — | Corporate platform Corporation | $26.4M | 1 advisors | Percentage of AUM | View | |
| VON RECKERS WEALTH MANAGEMENT, CORP. CRD 312790 | — | Corporate platform Corporation | $26.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WYNNE CAPITAL MANAGEMENT, INCORPORATED CRD 115701 | — | Corporate platform Corporation | $26.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BERGER ASSET MANAGEMENT, INC. CRD 132945 | Turlock, CA | Corporate platform Corporation | $25.8M | 1 advisors | Percentage of AUM | View | |
| MAINE SECURITIES CORPORATION CRD 16976 | Portland,, ME | Corporate platform Corporation | $25.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RHM CAPITAL MANAGEMENT, INC. CRD 155229 | Fort Worth, TX | Corporate platform Corporation | $25.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ARIA CORPORATION CRD 137252 | — | Corporate platform Corporation | $25.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MOULY FINANCIAL MANAGEMENT, INC. CRD 141809 | Davie, FL | Corporate platform Corporation | $25.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN MARKET ADVISORS, INC. CRD 115796 | Shavano Park, TX | Corporate platform Corporation | $25.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARETE CAPITAL MANAGEMENT CRD 124559 | — | Corporate platform Corporation | $25.1M | 1 advisors | Percentage of AUM | View |