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 | |||||
|---|---|---|---|---|---|---|---|
| HACKET ASSET MANAGEMENT, INC. CRD 119777 | — | Corporate platform Corporation | $11.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| POTOMAC INVESTMENT MANAGEMENT, INC. CRD 119194 | — | Corporate platform Corporation | $11.4M | 1 advisors | Percentage of AUM | View | |
| INTEGRATED FINANCIAL RESOURCES, INC. CRD 110864 | Toledo, OH | Corporate platform Corporation | $11.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| NORTHFRONT FINANCIAL USA INC CRD 301105 | Calgary, Alberta, AZ | Corporate platform Corporation | $11.3M | 2 advisors | Percentage of AUM | View | |
| INDIGO ASSET MANAGEMENT, INC. CRD 127687 | — | Corporate platform Corporation | $11.2M | 1 advisors | Percentage of AUM | View | |
| CAPITAL MANAGEMENT INVESTOR SERVICES, INC. CRD 126173 | Miami, FL | Corporate platform Corporation | $11.0M | 1 advisors | Percentage of AUM | View | |
| IDEAS IN FINANCE CRD 174284 | — | Corporate platform Corporation | $11.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YELLOWSTONE INVESTMENT PLANNERS, INC. CRD 134387 | — | Corporate platform Corporation | $11.0M | 1 advisors | Percentage of AUM | View | |
| KEY FINANCIAL CONCEPTS, INC. CRD 125985 | Vernon, CT | Corporate platform Corporation | $11.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| C FINANCIAL AND TAX ASSOCIATES CRD 170453 | Riverside, CA | Corporate platform Corporation | $10.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GREAT LAKES FINANCIAL COMPANIES INC. CRD 120272 | Twinsburg, OH | Corporate platform Corporation | $10.9M | 1 advisors | Percentage of AUM; Commissions | View | |
| FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC. CRD 131166 | Lutz, FL | Corporate platform Corporation | $10.8M | 2 advisors | Percentage of AUM | View | |
| BALANCE FINANCIAL SERVICES, INC. CRD 116586 | — | Corporate platform Corporation | $10.7M | 1 advisors | Percentage of AUM | View | |
| GUARDIAN PLUS INC CRD 134306 | — | Corporate platform Corporation | $10.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK DOG FINANCIAL LTD. CRD 159908 | — | Corporate platform Corporation | $10.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| R & R RETIREMENT SERVICES, INC CRD 118776 | Seattle, WA | Corporate platform Corporation | $10.7M | 1 advisors | Percentage of AUM | View | |
| DISCIPLINED FINANCIAL SERVICES, INC. CRD 174947 | — | Corporate platform Corporation | $10.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ZRCOR INC. CRD 147705 | — | Corporate platform Corporation | $10.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| INCOME MANAGEMENT COMPANY CRD 113682 | — | Corporate platform Corporation | $10.6M | 1 advisors | Percentage of AUM | View | |
| O'GORMAN ASSET MANAGEMENT, INC. CRD 129056 | — | Corporate platform Corporation | $10.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARSH FINANCIAL GROUP CRD 157134 | — | Corporate platform Corporation | $10.5M | 2 advisors | Percentage of AUM | View | |
| EQUITY MANAGEMENT, INC. CRD 116728 | — | Corporate platform Corporation | $10.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MERIDIAN INVESTMENT MANAGEMENT, INC. CRD 129233 | — | Corporate platform Corporation | $10.4M | 1 advisors | Percentage of AUM | View | |
| YONGCHANG COMPANY INC CRD 304736 | Duluth, GA | Corporate platform Corporation | $10.4M | 1 advisors | Percentage of AUM | View |