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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 | |||||
|---|---|---|---|---|---|---|---|
| D.A.C. DAVIS INVESTMENT COUNSEL, INC. CRD 107015 | Toronto, Ontario, NH | Corporate platform Corporation | $12.3M | 0 total employees | Percentage of AUM | View | |
| FOUNTAIN FINANCIAL & TAX CRD 339090 | Harrison, AR | Corporate platform Corporation | $12.2M | 1 advisors | Percentage of AUM | View | |
| THE OAKES FINANCIAL GROUP CRD 159355 | — | Corporate platform Corporation | $12.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| YEGEN FINANCIAL GROUP, LTD CRD 121580 | — | Corporate platform Corporation | $12.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHEAR CAPITAL, INC. CRD 283168 | Cincinnati, OH | Corporate platform Corporation | $12.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| KAITZ INVESTMENTS INC. CRD 157459 | — | Corporate platform Corporation | $12.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HARRIS WEALTH MANAGEMENT CRD 169810 | — | Corporate platform Corporation | $12.2M | 1 advisors | Percentage of AUM | View | |
| HAYSLEY FINANCIAL SERVICES, INC. CRD 145248 | Lake Mary, FL | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CUSTOMERS' YACHTS ADVISERS, INC. CRD 307730 | New York, NY | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM | View | |
| LEMLEY YARLING MANAGEMENT CO CRD 110792 | — | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM; Commissions | View | |
| THE INNES ASSOCIATES, LTD. CRD 117326 | Tempe, AZ | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JEWELL WEALTH MANAGEMENT INC. CRD 304259 | — | Corporate platform Corporation | $11.9M | 1 advisors | Percentage of AUM | View | |
| BIRD DOG TRADING CORPORATION CRD 152817 | — | Corporate platform Corporation | $11.9M | 1 advisors | Percentage of AUM | View | |
| PARK WEALTH MANAGEMENT CRD 151633 | Federal Way, WA | Corporate platform Corporation | $11.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GREENFIELD/LEWIS INVESTMENT COUNSEL CRD 119916 | — | Corporate platform Corporation | $11.8M | 1 advisors | Percentage of AUM | View | |
| SECURITIES INDUSTRY MANAGEMENT CORP. CRD 19789 | — | Corporate platform Corporation | $11.7M | 1 advisors | Percentage of AUM | View | |
| PROFESSIONAL ASSET MANAGEMENT, INC CRD 110212 | — | Corporate platform Corporation | $11.6M | 2 advisors | Hourly charges; Fixed fees | View | |
| BURRIS WEALTH MANAGEMENT, INC. CRD 171049 | Surprise, AZ | Corporate platform Corporation | $11.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PATHWAY PLANNING INC CRD 117051 | Brookhaven, MS | Corporate platform Corporation | $11.6M | 2 advisors | Percentage of AUM | View | |
| CROUCH INVESTMENT GROUP, INC. CRD 282106 | — | Corporate platform Corporation | $11.5M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL EQUATIONS ADVISORS, INC. CRD 305295 | Corona, CA | Corporate platform Corporation | $11.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL PARTNERS, INC. CRD 331728 | — | Corporate platform Corporation | $11.5M | 1 advisors | Percentage of AUM | View | |
| FIRST AMERICAN FINANCIAL ADVISORS, INC. CRD 113420 | Overland Park, KS | Corporate platform Corporation | $11.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AEGIS ASSET MANAGEMENT, INC. CRD 305008 | Anaheim, CA | Corporate platform Corporation | $11.5M | 2 advisors | Percentage of AUM | View |