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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 | |||||
|---|---|---|---|---|---|---|---|
| JWL & ASSOCIATES, INC. CRD 314576 | — | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM | View | |
| ORION-ARCHSTONE ASSET MANAGEMENT INC. CRD 286225 | New York, NY | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SD PERRON & CO. INVESTMENT SERVICES CRD 132592 | — | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| THE ASTRAEA CORPORATION CRD 114124 | — | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GANT INVESTMENT ADVISORS, INC. CRD 120467 | Toledo, OH | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM | View | |
| DPM WEALTH MANAGEMENT, INC. CRD 126541 | — | Corporate platform Corporation | $1.7M | 1 advisors | Percentage of AUM | View | |
| UPSIDE LAB ADVISORS INC. CRD 304862 | — | Corporate platform Corporation | $1.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CITY INVESTMENT ADVISORS, INC. CRD 123145 | Langhorne, PA | Corporate platform Corporation | $1.6M | 1 advisors | Percentage of AUM | View | |
| NAV WEALTH MANAGEMENT CORP. CRD 149629 | — | Corporate platform Corporation | $1.6M | 0 total employees | Percentage of AUM | View | |
| BISHOPSGATE INVESTMENT COMPANY CRD 104516 | — | Corporate platform Corporation | $1.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FREEDOM ASSET MANAGEMENT INC. CRD 122939 | — | Corporate platform Corporation | $1.6M | 1 advisors | Hourly charges; 1.0% TRADING FEE/ 0.002 TRADING FEE | View | |
| AMBROZY & ASSOCIATES, INC. CRD 129318 | — | Corporate platform Corporation | $1.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CURTIN FINANCIAL SERVICES, INC. CRD 133095 | Burlington, MA | Corporate platform Corporation | $1.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| EDWARDS PREMIER FINANCIAL CRD 298453 | — | Corporate platform Corporation | $1.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TREEHOUSE FINANCIAL, INC CRD 161164 | — | Corporate platform Corporation | $1.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FRIEND FINANCIAL GROUP INC CRD 333887 | Thornton, CO | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GREGORY ADVISORS INC. CRD 112537 | Huntington Beach, CA | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHN INVESTOR SERVICES, INC. CRD 10046 | — | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BAF ADVISORS CORP CRD 323286 | Miami, FL | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TOTAL ASSETS MANAGEMENT, INC. CRD 129050 | Portland, OR | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM | View | |
| ATIP, INC CRD 136440 | — | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM | View | |
| SIMMONS FINANCIAL SERVICES, INC. CRD 132218 | Richmond, MI | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM | View | |
| RUBICON FINANCIAL NETWORK CRD 113980 | Tempe, AZ | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EPISTEME ADVISORS CRD 153919 | — | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM | View |