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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 | |||||
|---|---|---|---|---|---|---|---|
| THE J.O. JOHNSON GROUP INC. CRD 315115 | — | Corporate platform Corporation | $22.8M | 2 advisors | Percentage of AUM | View | |
| COVE CAPITAL MANAGEMENT INC. CRD 157912 | — | Corporate platform Corporation | $22.7M | 1 advisors | Percentage of AUM | View | |
| SYMMETRIC ADVISORS INC CRD 110105 | Minnetonka, MN | Corporate platform Corporation | $22.7M | 3 advisors | Percentage of AUM | View | |
| BENE WEALTH MANAGEMENT COMPANY CRD 326301 | Burbank, CA | Corporate platform Corporation | $22.5M | 1 advisors | Percentage of AUM | View | |
| MOMA INTERNATIONAL CRD 335820 | Porto Alegre, Rio Grande Do Sul | Corporate platform Corporation | $22.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARONSON ASSET MANAGEMENT, INC. CRD 126122 | — | Corporate platform Corporation | $22.4M | 1 advisors | Percentage of AUM | View | |
| ERIC KRONE ASSOCIATES, INC. CRD 125792 | Sunnyside, NY | Corporate platform Corporation | $22.2M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL TELESIS COMPANY CRD 112804 | Solvang, CA | Corporate platform Corporation | $22.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SKINNER ADVISORY, LTD. CRD 123643 | — | Corporate platform Corporation | $22.1M | 1 advisors | Percentage of AUM | View | |
| ZALES INVESTMENT MANAGEMENT, INC CRD 112540 | — | Corporate platform Corporation | $22.0M | 1 advisors | Percentage of AUM | View | |
| FORESIGHT INVESTMENTS MANAGEMENT, INC. CRD 116327 | — | Corporate platform Corporation | $21.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| UPSTATE ADVISORS GROUP CRD 135107 | North Syracuse, NY | Corporate platform Corporation | $21.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KEVIN HEBSON & COMPANY CRD 284899 | Winnetka, IL | Corporate platform Corporation | $21.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| K.J. HARRISON & PARTNERS (USA) INC. CRD 282353 | Toronto, On, TX | Corporate platform Corporation | $21.7M | 4 advisors | Percentage of AUM | View | |
| A & C INVESTMENT, INC. CRD 116708 | — | Corporate platform Corporation | $21.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ASESORIA FINANCIERA INDEPENDIENTE, INC. CRD 152439 | — | Corporate platform Corporation | $21.6M | 1 advisors | Percentage of AUM | View | |
| TRUFTON INVESTMENT MANAGEMENT, INC. CRD 113174 | Bronxville, NY | Corporate platform Corporation | $21.5M | 1 advisors | Percentage of AUM | View | |
| WLH MANAGEMENT CO., INC. CRD 146941 | Collierville, TN | Corporate platform Corporation | $21.5M | 1 advisors | Percentage of AUM | View | |
| HOLDEN WEALTH MANAGEMENT LLC CRD 161190 | — | Corporate platform Corporation | $21.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAHAM & CO. ADVISORY, INC. CRD 123539 | Orange, CA | Corporate platform Corporation | $21.4M | 1 advisors | Percentage of AUM | View | |
| GATEWAY FINANCIAL GROUP, INC. CRD 115619 | Henrico, VA | Corporate platform Corporation | $21.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THOMAS PAINE INVESTMENT ADVISORS CRD 122498 | — | Corporate platform Corporation | $21.2M | 1 advisors | Percentage of AUM | View | |
| BAUER FINANCIAL SERVICES, INC. CRD 120819 | — | Corporate platform Corporation | $21.2M | 1 advisors | Percentage of AUM | View | |
| QUEST INVESTMENT PORTFOLIO MANAGEMENT, LIMITED CRD 114540 | — | Corporate platform Corporation | $21.2M | 1 advisors | Percentage of AUM | View |