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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 | |||||
|---|---|---|---|---|---|---|---|
| MLD INVESTMENT ADVISORY, INC. CRD 118571 | Henderson, NV | Corporate platform Corporation | $18.8M | 1 advisors | Percentage of AUM | View | |
| HEFFERNAN & ASSOCIATES, INC. CRD 104934 | St. Louis, MO | Corporate platform Corporation | $18.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CALVERT PLANNING CORPORATION CRD 124524 | Troy, MI | Corporate platform Corporation | $18.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORRIS GROUP ADVISORY SERVICE, INC CRD 121706 | Indianapolis, IN | Corporate platform Corporation | $18.6M | 1 advisors | Percentage of AUM | View | |
| GERRY DRANSFELDT RIA, INC CRD 130636 | — | Corporate platform Corporation | $18.6M | 1 advisors | Percentage of AUM | View | |
| ANTONE ASSET MANAGEMENT, INC CRD 141468 | Carlsbad, CA | Corporate platform Corporation | $18.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EXECUTIVE WEALTH PARTNERS CRD 297608 | Omaha, NE | Corporate platform Corporation | $18.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA INVESTMENT MANAGEMENT, INC. CRD 124313 | — | Corporate platform Corporation | $18.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MCKENNA & SULLIVAN INC CRD 120366 | Southampton, PA | Corporate platform Corporation | $18.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HARPER CAPITAL MANAGEMENT, LTD. CRD 130229 | Cold Spring, NY | Corporate platform Corporation | $18.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TBCPA, INC. CRD 174017 | — | Corporate platform Corporation | $18.0M | 1 advisors | Percentage of AUM | View | |
| C. E. SKOWRUP & CO. CRD 108456 | — | Corporate platform Corporation | $17.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HOT SPRINGS ASSET MANAGEMENT, INC. CRD 144745 | Hot Springs Village, AR | Corporate platform Corporation | $17.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| YUENGLING ASSET MANAGEMENT CRD 120550 | — | Corporate platform Corporation | $17.7M | 1 advisors | Percentage of AUM | View | |
| VALUEPOINT PARTNERS, INC. CRD 116734 | — | Corporate platform Corporation | $17.6M | 1 advisors | Percentage of AUM | View | |
| KOSMIN WEALTH MANAGEMENT CRD 298138 | Beachwood, OH | Corporate platform Corporation | $17.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KARAFILIS INVESTMENTS CORPORATION CRD 134622 | — | Corporate platform Corporation | $17.3M | 2 advisors | Percentage of AUM | View | |
| LMC INVESTMENTS, INC. CRD 105351 | Wellesley, MA | Corporate platform Corporation | $17.2M | 2 advisors | Percentage of AUM | View | |
| RUTHERFORD CAPITAL, INC. CRD 319416 | Granite Bay, CA | Corporate platform Corporation | $17.1M | 1 advisors | Percentage of AUM | View | |
| HIGHGATE GROUP USA INC. CRD 333217 | Montreal, Quebec | Corporate platform Corporation | $17.0M | 5 advisors | Percentage of AUM | View | |
| L. JANE HEIST WEALTH MANAGEMENT, INC. CRD 152785 | — | Corporate platform Corporation | $16.8M | 1 advisors | Percentage of AUM | View | |
| KRB AND ASSOCIATES, INC CRD 121013 | Oklahoma City, OK | Corporate platform Corporation | $16.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUEHAND INC CRD 323640 | Strafford, NH | Corporate platform Corporation | $16.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INTERNATIONAL ASSET MANAGEMENT, INC. CRD 114651 | — | Corporate platform Corporation | $16.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |