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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 | |||||
|---|---|---|---|---|---|---|---|
| MCNARON GROUP, INC. CRD 122580 | Anniston, AL | Corporate platform Corporation | $20.7M | 2 advisors | Percentage of AUM | View | |
| AMIN KHAKIANI CRD 133940 | — | Corporate platform Corporation | $20.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OLYMPIA WEALTH MANAGEMENT CRD 300261 | Lafayette, CA | Corporate platform Corporation | $20.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COMPASS TECHNOLOGY GROUP, INC. CRD 157388 | Menlo Park, CA | Corporate platform Corporation | $20.3M | 2 advisors | BASED ON EXPENSE REQUIREMENTS | View | |
| HUFFMAN FINANCIAL SERVICES INC CRD 126474 | — | Corporate platform Corporation | $20.1M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL PLANNING SERVICES, INC. CRD 311146 | Fort Lauderdale, FL | Corporate platform Corporation | $20.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC CAPITAL PLANNING, INC. CRD 140438 | — | Corporate platform Corporation | $20.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GQO INVESTMENT ADVISORS, INC. CRD 118002 | — | Corporate platform Corporation | $19.9M | 1 advisors | Percentage of AUM | View | |
| THREE LAKES ADVISORS, INC. CRD 110103 | — | Corporate platform Corporation | $19.9M | 1 advisors | Percentage of AUM | View | |
| COX & COMPANY INVESTMENT ADVISORS, INC. CRD 162306 | — | Corporate platform Corporation | $19.8M | 1 advisors | Percentage of AUM | View | |
| AUSTIN FINANCIAL STRATEGIES, INC. CRD 160828 | Indianapolis, IN | Corporate platform Corporation | $19.7M | 1 advisors | Percentage of AUM | View | |
| HALDORSON & PINCOMBE INVESTMENT ADVISORS INC. CRD 115023 | Duluth, MN | Corporate platform Corporation | $19.5M | 1 advisors | Percentage of AUM | View | |
| BENCHMARK CAPITAL MANAGEMENT CORPORATION CRD 117460 | Portsmouth, NH | Corporate platform Corporation | $19.5M | 1 advisors | Percentage of AUM | View | |
| DIVERSIFIED CAPITAL CORP. CRD 10536 | — | Corporate platform Corporation | $19.5M | 1 advisors | Percentage of AUM; HAS RIGHT TO HOURLY FEES OR RETAINERS IF IN WRITING. | View | |
| STS WEALTH MANAGEMENT, INC. CRD 164497 | — | Corporate platform Corporation | $19.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL STRATEGIES, INC CRD 115828 | — | Corporate platform Corporation | $19.4M | 1 advisors | Percentage of AUM | View | |
| PERSONAL WEALTH MANAGEMENT ADVISORS, INC. CRD 135588 | Dublin, OH | Corporate platform Corporation | $19.2M | 1 advisors | Percentage of AUM | View | |
| MIKE WOLTERS & ASSOCIATES, LTD. CRD 113994 | — | Corporate platform Corporation | $19.0M | 2 advisors | Percentage of AUM | View | |
| DESPAIN INVESTMENT SOLUTIONS, LTD. CRD 122581 | Collinsville, IL | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONE PEAK ASSET MANAGEMENT, INC. CRD 117241 | Westlake Village, CA | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRIBECA INVESTMENT INC. CRD 335369 | Chestnut Hill, MA | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM | View | |
| HOHENSEE FINANCIAL SERVICES, INC. CRD 113381 | Dousman, WI | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SCHWARTZ INVESTMENT MANAGEMENT CO. CRD 115427 | Dickinson, ND | Corporate platform Corporation | $18.9M | 1 employees | Percentage of AUM | View | |
| TAYLOR K A ASSOCIATES INC CRD 106296 | — | Corporate platform Corporation | $18.9M | 1 advisors | Fixed fees | View |