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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 | |||||
|---|---|---|---|---|---|---|---|
| VON KOHORN RESEARCH & ADVISORY, INC. CRD 139516 | Norwalk, CT | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ANDERSON WEALTH MANAGEMENT, INC. CRD 151241 | — | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERIGO ASSET MANAGEMENT CORPORATION CRD 153607 | Port Charlotte, FL | Corporate platform Corporation | $3.9M | 2 advisors | Percentage of AUM | View | |
| COLE INVESTMENT ADVISORS, INC. CRD 124264 | — | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACY WEALTH ADVISORS, LTD. CRD 324442 | Phoenix, AZ | Corporate platform Corporation | $3.8M | 1 advisors | Percentage of AUM | View | |
| ABSOLUTE ALPHA CORP CRD 173714 | Houston, TX | Corporate platform Corporation | $3.8M | 1 advisors | Percentage of AUM | View | |
| OAK TREE SECURITIES, INC. CRD 18126 | Livermore, CA | Corporate platform Corporation | $3.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MCFARLANE INVESTMENT ADVISORY SERVICES INC. CRD 134839 | — | Corporate platform Corporation | $3.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| P.W.B., INC. CRD 123258 | — | Corporate platform Corporation | $3.6M | — | Percentage of AUM | View | |
| AMERIBANC CORPORATION CRD 124207 | — | Corporate platform Corporation | $3.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEVID, INC. CRD 310745 | — | Corporate platform Corporation | $3.5M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL SOLUTION ADVISORS CORP. CRD 121647 | — | Corporate platform Corporation | $3.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALLEY INVESTORS CORPORATION CRD 117306 | Roanoke, VA | Corporate platform Corporation | $3.4M | 1 advisors | Percentage of AUM | View | |
| FIDELITY FEDERAL PLANNING CORP. CRD 114873 | Montgomeryville, PA | Corporate platform Corporation | $3.4M | 1 advisors | Percentage of AUM | View | |
| THALES INVESTMENT SERVICES, INC. CRD 160774 | — | Corporate platform Corporation | $3.4M | 2 advisors | Percentage of AUM | View | |
| BALL INVESTMENTS CORPORATION CRD 329782 | — | Corporate platform Corporation | $3.3M | 1 advisors | Percentage of AUM | View | |
| KINETIC PATHWAYS COMPANY CRD 331950 | — | Corporate platform Corporation | $3.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TOWER FINANCIAL STRATEGIES CORP. CRD 293556 | — | Corporate platform Corporation | $3.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVIGAR ADVISORS, INC. CRD 150344 | Tampa, FL | Corporate platform Corporation | $3.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COURSEVIEW CAPITAL LLC CRD 311997 | — | Corporate platform Corporation | $3.2M | 1 advisors | Percentage of AUM | View | |
| D.A. SCHWENKER & ASSOC.'S, INC. CRD 119746 | Pagosa Springs, CO | Corporate platform Corporation | $3.1M | 1 advisors | Percentage of AUM | View | |
| SHAFFER ASSET MANAGEMENT, INC. CRD 113383 | — | Corporate platform Corporation | $3.1M | 1 advisors | Percentage of AUM; SPEAKING FEES | View | |
| MCWILLIAMS ASSET MANAGEMENT INC. CRD 331404 | San Marcos, CA | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM | View | |
| DIVERGENCE CAPITAL MANAGEMENT CRD 139601 | — | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM | View |