Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| MARKS GROUP WEALTH MANAGEMENT, INC. CRD 148679 | Minnetonka, MN | Corporate platform Corporation | $2.02B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| ALBION FINANCIAL GROUP CRD 105957 | Salt Lake City, UT | Corporate platform Corporation | $2.01B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PHYSICIAN WEALTH ADVISORS, INC. CRD 106043 | Salt Lake City, UT | Corporate platform Corporation | $2.01B | 7 advisors | Percentage of AUM | View | |
| NEVILLE, RODIE & SHAW INC CRD 104969 | New York, NY | Corporate platform Corporation | $2.00B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BLACKHILL CAPITAL, INC CRD 105208 | Morristown, NJ | Corporate platform Corporation | $2.00B | 2 advisors | Percentage of AUM | View | |
| THE HARBOR GROUP, INC. CRD 105637 | Bedford, NH | Corporate platform Corporation | $2.00B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STACK FINANCIAL MANAGEMENT INC CRD 106785 | Whitefish, MT | Corporate platform Corporation | $1.99B | 7 advisors | Percentage of AUM | View | |
| RAYMOND JAMES (USA) LTD CRD 25853 | Vancouver, AL | Corporate platform Corporation | $1.99B | 145 advisors | Percentage of AUM | View | |
| WELLESLEY ASSET MANAGEMENT, INC. CRD 116176 | Portsmouth, NH | Corporate platform Corporation | $1.99B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPERIO RETIREMENT CONSULTING, INC. CRD 140786 | Cary, NC | Corporate platform Corporation | $1.99B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEE DANNER & BASS INC CRD 111002 | Nashville, TN | Corporate platform Corporation | $1.98B | 6 advisors | Percentage of AUM | View | |
| CENTER FOR FINANCIAL PLANNING INC CRD 109599 | Southfield, MI | Corporate platform Corporation | $1.97B | 17 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BELLECAPITAL INTERNATIONAL CRD 158348 | Zurich, CA | Corporate platform Corporation | $1.96B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CS PLANNING CORP CRD 149937 | Portland, OR | Corporate platform Corporation | $1.96B | 49 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HCR WEALTH ADVISORS CRD 108676 | Los Angeles, CA | Corporate platform Corporation | $1.96B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIVERSIFIED PORTFOLIOS, INC. CRD 108942 | Bloomfield Hills, MI | Corporate platform Corporation | $1.94B | 11 advisors | Percentage of AUM | View | |
| FIRST PACIFIC FINANCIAL, INC. CRD 284736 | Vancouver, WA | Corporate platform Corporation | $1.93B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMI ASSET MANAGEMENT CORP CRD 110291 | Los Angeles, CA | Corporate platform Corporation | $1.93B | 9 advisors | Percentage of AUM | View | |
| CONSERVEST CAPITAL ADVISORS INC CRD 111353 | Wynnewood, PA | Corporate platform Corporation | $1.92B | 7 advisors | Percentage of AUM | View | |
| TERRY MCDANIEL & COMPANY CRD 104732 | Austin, TX | Corporate platform Corporation | $1.92B | 7 advisors | Percentage of AUM | View | |
| HEARTLAND ADVISORS, INC. CRD 29433 | Milwaukee, WI | Corporate platform Corporation | $1.92B | 10 advisors | Percentage of AUM | View | |
| FALCON WEALTH PLANNING, INC. CRD 174092 | Ontario, CA | Corporate platform Corporation | $1.92B | 24 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PATRIOT INVESTMENT MANAGEMENT GROUP INC CRD 112155 | Knoxville, TN | Corporate platform Corporation | $1.91B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PEMBROKE MANAGEMENT LTD. CRD 155405 | Montreal, Quebec | Corporate platform Corporation | $1.91B | 15 advisors | Percentage of AUM; Performance-based fees | View |