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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 | |||||
|---|---|---|---|---|---|---|---|
| ARAGORN LTD. CRD 129380 | — | Corporate platform Corporation | $16.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.R.PLUTA CAPITAL MANAGEMENT, INC. CRD 124758 | Pittsford, NY | Corporate platform Corporation | $16.3M | 1 advisors | Percentage of AUM | View | |
| LTS FINANCIAL GROUP CRD 313215 | Ft.. Worth, TX | Corporate platform Corporation | $16.2M | 1 advisors | Percentage of AUM | View | |
| VASCORP WEALTH ADVISORS CRD 115643 | Arvada, CO | Corporate platform Corporation | $16.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEITZ INVESTMENT MANAGEMENT LTD. CRD 123770 | Ambler, PA | Corporate platform Corporation | $16.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL ASSETS CRD 108215 | — | Corporate platform Corporation | $15.9M | 1 advisors | Percentage of AUM | View | |
| REHOBOTH FINANCIAL PLANNING, INC. CRD 333840 | Rancho Cordova, CA | Corporate platform Corporation | $15.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MERCURY CAPITAL MANAGEMENT, INC. CRD 115886 | — | Corporate platform Corporation | $15.7M | 2 advisors | Percentage of AUM | View | |
| CYGNET INVESTMENT CO., INC. CRD 127209 | — | Corporate platform Corporation | $15.7M | 1 advisors | Percentage of AUM | View | |
| CONNOLLY FINANCIAL GROUP CRD 111325 | — | Corporate platform Corporation | $15.6M | 1 advisors | Percentage of AUM | View | |
| DUBLIN WEALTH MANAGEMENT, INC. CRD 153475 | — | Corporate platform Corporation | $15.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ECAPITAL ADVISORS, INC. CRD 114734 | — | Corporate platform Corporation | $15.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIVE PEAKS FINANCIAL CONSULTING, INC. CRD 115341 | — | Corporate platform Corporation | $15.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUSHANE MANAGEMENT, INC. CRD 168673 | Oxford, FL | Corporate platform Corporation | $15.5M | 1 advisors | Percentage of AUM | View | |
| MAURO CAPITAL MANAGEMENT, INC. CRD 122411 | — | Corporate platform Corporation | $15.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SOUND ASSET MANAGEMENT, INC. CRD 144170 | Mason, OH | Corporate platform Corporation | $15.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CC INVESTMENT ADVISORS, INC. CRD 117895 | Oklahoma City, OK | Corporate platform Corporation | $15.4M | 1 advisors | Percentage of AUM | View | |
| CLBI INVESTMENTS INC CRD 105703 | Walnut Creek, CA | Corporate platform Corporation | $15.3M | 1 advisors | Percentage of AUM | View | |
| PEACHER, INC. CRD 295662 | Laguna Beach, CA | Corporate platform Corporation | $15.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| IVAN CAPITAL MANAGEMENT, INC. CRD 114133 | — | Corporate platform Corporation | $14.9M | 1 advisors | Percentage of AUM | View | |
| BLUERING ADVISORS, INC CRD 316034 | — | Corporate platform Corporation | $14.9M | 2 advisors | Percentage of AUM | View | |
| GLOBAL SPECIAL SITUATIONS RESEARCH CO. INC. CRD 174812 | New York, NY | Corporate platform Corporation | $14.9M | 1 advisors | Percentage of AUM | View | |
| ZENITH INVESTMENTS CRD 120790 | — | Corporate platform Corporation | $14.6M | 1 advisors | Percentage of AUM | View | |
| W.A. GRIFFIN FINANCIAL SERVICES INC. CRD 302114 | — | Corporate platform Corporation | $14.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |