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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 | |||||
|---|---|---|---|---|---|---|---|
| HOWLETT TAX SERVICES, INC CRD 332582 | — | Corporate platform Corporation | $5.0M | 1 advisors | Percentage of AUM | View | |
| STERLING IMC CRD 107706 | Dewitt, NY | Corporate platform Corporation | $4.9M | 1 advisors | Percentage of AUM | View | |
| MARIN FINANCIAL GROUP CRD 288327 | — | Corporate platform Corporation | $4.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WORCHESTERSHIRE FINANCIAL CRD 154986 | — | Corporate platform Corporation | $4.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DAEHAN SECURITIES,INC CRD 167216 | — | Corporate platform Corporation | $4.7M | 1 advisors | Percentage of AUM | View | |
| THE KEMINTON GROUP CRD 166040 | New York, NY | Corporate platform Corporation | $4.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DVORCHAK & ASSOCIATES CRD 139551 | — | Corporate platform Corporation | $4.6M | 1 advisors | Percentage of AUM | View | |
| BOSTON INVESTMENT TRUST MANAGEMENT, INC. CRD 139446 | Bridgewater, MA | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M. D. FALK & COMPANY, INC. CRD 318489 | — | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM | View | |
| FIREPLACE FINANCIAL INC CRD 312085 | — | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HEARTH CAPITAL MANAGEMENT CRD 111947 | — | Corporate platform Corporation | $4.5M | 0 total employees | Percentage of AUM; Hourly charges | View | |
| THE LEGACY COLLABORATIVE, INC. CRD 114591 | San Antonio, TX | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| H & S FINANCIAL ADVISORS INC. CRD 113418 | — | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM | View | |
| DEAN BENNETT ADVISORY SERVICES INC. CRD 322889 | Roseville, CA | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM | View | |
| HARBOR WEALTH MANAGEMENT CRD 116038 | — | Corporate platform Corporation | $4.4M | 1 advisors | Percentage of AUM | View | |
| CHT GROUP, INC. CRD 161842 | — | Corporate platform Corporation | $4.4M | 1 advisors | Percentage of AUM | View | |
| HIGHLANDS CAPITAL CORPORATION CRD 123361 | — | Corporate platform Corporation | $4.3M | 1 advisors | Percentage of AUM | View | |
| WEALTH MANAGEMENT SERVICES INC. CRD 164379 | — | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HIGHLANDS ASSET MANAGEMENT, INC. CRD 126850 | Highlands Ranch, CO | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM | View | |
| E.C. KRAYTON ASSOCIATES, INC. CRD 128746 | — | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM | View | |
| UP FINANCIAL USA INC. CRD 326602 | Calgary, Alberta, TX | Corporate platform Corporation | $4.1M | 3 advisors | Percentage of AUM | View | |
| DONNELLY INVESTMENTS CORPORATION CRD 282822 | — | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM | View | |
| DALEY CAPITAL, INC CRD 146441 | — | Corporate platform Corporation | $4.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINVEST CAPITAL MANAGEMENT, INC. CRD 304080 | — | Corporate platform Corporation | $4.0M | 1 advisors | Percentage of AUM | View |