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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 | |||||
|---|---|---|---|---|---|---|---|
| ALASKA RETIREMENT CRD 291314 | — | Corporate platform Corporation | $3.0M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| CAPITAL PLANNING ASSOCIATES, INCORPORATED CRD 128863 | Marlton, NJ | Corporate platform Corporation | $3.0M | — | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTORS ADVISORY SERVICES INC CRD 105505 | — | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM | View | |
| SILVERBROOK INVESTMENT ADVISORS, INC. CRD 153911 | — | Corporate platform Corporation | $2.8M | 1 advisors | Percentage of AUM; LIFE INS. & FIXED ANNUITIES | View | |
| YUKA CORP CRD 337865 | Houston, TX | Corporate platform Corporation | $2.7M | 1 advisors | Percentage of AUM | View | |
| SALT CREEK HILLS MONEY, LTD. CRD 172401 | — | Corporate platform Corporation | $2.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL POSITIONING SYSTEM, INC CRD 165756 | Derwood, MD | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM; Subscription fees | View | |
| TRJ WEALTH MANAGEMENT, INC. CRD 128661 | — | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM | View | |
| OREND INVESTMENT MANAGEMENT, INC. CRD 119693 | Youngstown, OH | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| Q4 STRATEGIC EQUITY ADVISORS INC. CRD 146071 | Roseville, CA | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM; SELECTION OF OTHER ADVISORS | View | |
| BRICE FINANCIAL ADVISORS INC CRD 326528 | Miami, FL | Corporate platform Corporation | $2.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ATTEND WEALTH CRD 335194 | Atlanta, GA | Corporate platform Corporation | $2.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BEDINGHAUS FINANCIAL GROUP, INC CRD 318378 | Clearwater, FL | Corporate platform Corporation | $2.3M | 1 advisors | Percentage of AUM | View | |
| NORTHWEST INCOME INVESTMENTS, INC CRD 116119 | — | Corporate platform Corporation | $2.3M | 1 advisors | Percentage of AUM | View | |
| CAVE, INC. CRD 126171 | — | Corporate platform Corporation | $2.3M | 1 advisors | Percentage of AUM | View | |
| SUNSHINE KAPITAL CRD 330662 | — | Corporate platform Corporation | $2.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SAB GROUP FINANCIAL, P.A CRD 147008 | — | Corporate platform Corporation | $2.2M | 1 advisors | Percentage of AUM | View | |
| RUSSELL ADVISORY GROUP, INC CRD 297199 | — | Corporate platform Corporation | $2.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOSEPH M. SEBO, CFP INC. CRD 323589 | Oceanside, CA | Corporate platform Corporation | $2.0M | 1 advisors | Percentage of AUM | View | |
| INTEGRATED CAPITAL MANAGEMENT COMPANY, INC. CRD 119658 | — | Corporate platform Corporation | $2.0M | 1 advisors | Percentage of AUM | View | |
| MONEY CONSULTANTS ADVISORY, INC. CRD 111158 | — | Corporate platform Corporation | $2.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SUMMIT EQUITY MANAGEMENT, INC. CRD 132071 | — | Corporate platform Corporation | $2.0M | 0 total employees | Percentage of AUM | View | |
| CARROLL WEALTH MANAGEMENT INC. CRD 152211 | Chesterfield, MO | Corporate platform Corporation | $1.9M | 1 advisors | Percentage of AUM | View | |
| DEL VAL RETIREMENT AND INVESTMENT SERVICES INC CRD 332602 | Doylestown, PA | Corporate platform Corporation | $1.9M | 1 advisors | Percentage of AUM | View |