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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 | |||||
|---|---|---|---|---|---|---|---|
| PRIME SOURCE ENTERPRISES, INC CRD 133981 | — | Corporate platform Corporation | $25.0M | 1 advisors | Percentage of AUM | View | |
| STARKEY & ASSOCIATES, INC. CRD 116023 | — | Corporate platform Corporation | $25.0M | 1 advisors | Percentage of AUM | View | |
| NAGLE INVESTMENT ADVISORS, LTD. CRD 123962 | — | Corporate platform Corporation | $24.9M | 1 advisors | Percentage of AUM | View | |
| JTM WEALTH MANAGEMENT, INC. CRD 284045 | Windham, NY | Corporate platform Corporation | $24.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INSTITUTIONAL INVESTORS ADVISORY COMPANY CRD 109655 | Fenton, MO | Corporate platform Corporation | $24.8M | 1 advisors | Percentage of AUM | View | |
| MACI FAMILY OFFICE ADVISORS CRD 158302 | New York, NY | Corporate platform Corporation | $24.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VERMEULEN CAPITAL MANAGEMENT CRD 124296 | — | Corporate platform Corporation | $24.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENT WEALTH MANAGEMENT, INC. CRD 119605 | — | Corporate platform Corporation | $24.0M | 1 advisors | Percentage of AUM | View | |
| BULLET VENTURES MANAGEMENT LTD CRD 331216 | NJ | Corporate platform Corporation | $24.0M | 2 advisors | Fixed fees | View | |
| WESTRATE CAPITAL MANAGEMENT, INC. CRD 135291 | — | Corporate platform Corporation | $23.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEEPSAKE MANAGEMENT INC. CRD 129359 | — | Corporate platform Corporation | $23.8M | 1 advisors | Percentage of AUM | View | |
| NEWPORT INVESTMENT ADVISORS, INC. CRD 123948 | Sycamore, IL | Corporate platform Corporation | $23.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RMP FINANCIAL, INC. CRD 168026 | — | Corporate platform Corporation | $23.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GREYSTONE INVESTMENT ADVISORS, INC. CRD 112727 | Springfield, MO | Corporate platform Corporation | $23.6M | 1 advisors | Percentage of AUM | View | |
| RH KNAPP & CO. CRD 107345 | — | Corporate platform Corporation | $23.6M | 1 advisors | Percentage of AUM | View | |
| WEIL ASSOCIATES, INC. CRD 112616 | — | Corporate platform Corporation | $23.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONEY MANAGER INC. CRD 171034 | — | Corporate platform Corporation | $23.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS ROSE ADVISORS, INC. CRD 135954 | San Francisco, CA | Corporate platform Corporation | $23.3M | 1 advisors | Percentage of AUM | View | |
| PENFACS FINANCIAL SERVICES CRD 114039 | Southborough, MA | Corporate platform Corporation | $23.2M | 3 advisors | Percentage of AUM | View | |
| CROSSROADS FINANCIAL SERVICES INC CRD 323162 | — | Corporate platform Corporation | $23.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAMILTON MANAGEMENT GROUP, INC. CRD 119362 | — | Corporate platform Corporation | $23.1M | 1 advisors | Percentage of AUM | View | |
| REALE MANAGED ASSETS, INC. CRD 128226 | — | Corporate platform Corporation | $22.9M | 1 advisors | Percentage of AUM | View | |
| OLDE TOWNE FINANCIAL MANAGEMENT CO. CRD 288706 | Greensboro, NC | Corporate platform Corporation | $22.9M | 1 advisors | Percentage of AUM | View | |
| SFO CAPITAL, INC. CRD 172412 | — | Corporate platform Corporation | $22.9M | 1 advisors | Percentage of AUM | View |