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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 | |||||
|---|---|---|---|---|---|---|---|
| MILLS VALUE ADVISER INC CRD 105886 | Arlington, VA | Corporate platform Corporation | $9.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| EVERGREEN CAPITAL MANAGEMENT, INC. CRD 129764 | Sandy, UT | Corporate platform Corporation | $9.0M | 1 advisors | Percentage of AUM | View | |
| ARISTON CAPITAL MANAGEMENT CORP CRD 105086 | — | Corporate platform Corporation | $8.9M | 1 advisors | Percentage of AUM | View | |
| MCDEVITT & BIRD INVESTMENT MANAGEMENT CO CRD 109920 | — | Corporate platform Corporation | $8.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CBIZ RETIREMENT PLAN ADVISORY SERVICES CRD 16678 | Cleveland, OH | Corporate platform Corporation | $8.9M | 16 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| PRUDENT INVESTMENT ADVISORS, INC. CRD 126501 | Rego Park, NY | Corporate platform Corporation | $8.7M | 1 advisors | Percentage of AUM | View | |
| THE PURSUIT, INC. CRD 283113 | — | Corporate platform Corporation | $8.6M | 1 advisors | Percentage of AUM | View | |
| SCHULTZ AND ASSOCIATES INC. CRD 128761 | Ashland, OR | Corporate platform Corporation | $8.5M | 1 advisors | Percentage of AUM | View | |
| R.G. ASSOCIATES, INC. CRD 121777 | Towson, MD | Corporate platform Corporation | $8.5M | 1 advisors | Percentage of AUM | View | |
| BRIMSTONE ASSET MANAGEMENT COMPANY LIMITED CRD 313244 | Hong Kong | Corporate platform Corporation | $8.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RCS FINANCIAL ADVISORS, LTD CRD 121689 | — | Corporate platform Corporation | $8.3M | 1 advisors | Percentage of AUM | View | |
| MONROE FINANCIAL INC. CRD 304658 | Chicago, IL | Corporate platform Corporation | $8.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ADES WEALTH MANAGEMENT INC. CRD 284950 | Allenhurst, NJ | Corporate platform Corporation | $8.3M | 1 advisors | Percentage of AUM | View | |
| RLS FINANCIAL GROUP, INC. CRD 125914 | — | Corporate platform Corporation | $8.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PLUNKETT & ASSOCIATES, INC. CRD 127176 | — | Corporate platform Corporation | $8.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ABRAM ASSET MANAGEMENT CRD 151265 | — | Corporate platform Corporation | $8.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLOUT INC. ADVISORS CRD 153396 | Tucson, AZ | Corporate platform Corporation | $8.0M | 1 advisors | Percentage of AUM | View | |
| AHLBECK FINANCIAL CRD 312380 | Des Plaines, IL | Corporate platform Corporation | $8.0M | 2 advisors | Percentage of AUM | View | |
| GIRTON CAPITAL MANAGEMENT, INC. CRD 130573 | — | Corporate platform Corporation | $7.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFE'S BUSINESS, INC. CRD 152270 | Atlanta, GA | Corporate platform Corporation | $7.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RJ AUBREY INVESTMENTS CORP. CRD 134690 | — | Corporate platform Corporation | $7.8M | 0 total employees | Percentage of AUM | View | |
| VEST ASSURED, INC. CRD 137390 | — | Corporate platform Corporation | $7.8M | 1 advisors | Percentage of AUM | View | |
| JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. CRD 142486 | Melbourne, FL | Corporate platform Corporation | $7.8M | 1 advisors | Percentage of AUM · Commissions +1 more | View | |
| AGEWISE FINANCIAL INC. CRD 328162 | Palm Desert, CA | Corporate platform Corporation | $7.8M | 1 advisors | Percentage of AUM; Fixed fees | View |