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 | |||||
|---|---|---|---|---|---|---|---|
| WEALTH PLANNING, INC. CRD 116045 | — | Corporate platform Corporation | $6.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KONZA CAPITAL ADVISORS CRD 113823 | — | Corporate platform Corporation | $6.3M | 1 advisors | Percentage of AUM | View | |
| ALPHA INITIATIVE CRD 299242 | Palo Cedro, CA | Corporate platform Corporation | $6.2M | 1 advisors | Percentage of AUM | View | |
| FLETCHER WEALTH MANAGEMENT, INC. CRD 322877 | Kingsport, TN | Corporate platform Corporation | $6.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PREMIERE MANAGEMENT CRD 122298 | — | Corporate platform Corporation | $6.1M | 1 advisors | Percentage of AUM | View | |
| WHITESTONE CAPITAL MANAGEMENT, INC. CRD 120468 | — | Corporate platform Corporation | $6.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| H I MANAGEMENT SERVICES INC. CRD 152551 | — | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| THE GARRETT GROUP CRD 145451 | Encinitas, CA | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| LEGACY WEALTH MANAGEMENT, INC. CRD 306557 | — | Corporate platform Corporation | $6.0M | 0 total employees | Percentage of AUM · Hourly charges +1 more | View | |
| UNLIMITED TIMING SERVICE INC CRD 107770 | — | Corporate platform Corporation | $5.9M | 1 employees | Percentage of AUM · Hourly charges +1 more | View | |
| ELM ASSET MANAGEMENT INC. CRD 114199 | Denton, TX | Corporate platform Corporation | $5.9M | 1 advisors | Percentage of AUM | View | |
| KIPLING & CO. CRD 277115 | — | Corporate platform Corporation | $5.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DIEGELMAN CAPITAL ADVISORS CRD 283645 | — | Corporate platform Corporation | $5.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTENNIAL WEALTH MANAGEMENT INC. CRD 159381 | — | Corporate platform Corporation | $5.6M | 2 advisors | Percentage of AUM | View | |
| MANEKTALA INVESTMENT ADVISORY SERVICES INC. CRD 328562 | — | Corporate platform Corporation | $5.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAR SERVICES, INC. CRD 113579 | — | Corporate platform Corporation | $5.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC. CRD 299547 | Whiting, IN | Corporate platform Corporation | $5.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WIEDER FINANCIAL CORP. CRD 331643 | Yonkers, NY | Corporate platform Corporation | $5.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| H.H. INVESTMENT COUNSEL, INC. CRD 123133 | — | Corporate platform Corporation | $5.4M | 1 advisors | Percentage of AUM | View | |
| BRIGMAN WEALTH MANAGEMENT CRD 125482 | — | Corporate platform Corporation | $5.4M | 1 advisors | Percentage of AUM | View | |
| EMERALD INVESTMENTS, INC. CRD 120750 | Arlington, VA | Corporate platform Corporation | $5.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABUNDANCE ADVISORS, INC. CRD 135647 | — | Corporate platform Corporation | $5.2M | 0 total employees | Percentage of AUM; SELECTION OF OTHER ADVISORS | View | |
| JOSEPH C. KELLY & ASSOCIATES, INC. CRD 129279 | — | Corporate platform Corporation | $5.2M | 1 advisors | Percentage of AUM | View | |
| MENDE FINANCIAL COUNCIL, INC. CRD 335136 | — | Corporate platform Corporation | $5.1M | 1 advisors | Percentage of AUM | View |