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 | |||||
|---|---|---|---|---|---|---|---|
| THE DIENEKES CORPORATION CRD 150276 | — | Corporate platform Corporation | $1.2M | 1 advisors | Percentage of AUM | View | |
| ZHANG CAPITAL MANAGEMENT CORP. CRD 148230 | — | Corporate platform Corporation | $1.1M | 1 advisors | Performance-based fees | View | |
| APPLETON INVESTMENT MANAGEMENT INC. CRD 113576 | Hortonville, WI | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| DYNAMIC INVESTMENT STRATEGIES, INC. CRD 127301 | — | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PROGRESS ALLIANCE INVESTMENT SERVICES CRD 122687 | — | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM | View | |
| EMERALD HAVEN INVESTMENTS CORP CRD 156522 | — | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPORL & COMPANY CRD 130785 | — | Corporate platform Corporation | $1.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE CHIP FINANCIAL ADVISORS, INC. CRD 119917 | — | Corporate platform Corporation | $1.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OPPENHEIMERFUNDS INC CRD 104983 | Atlanta, GA | Corporate platform Corporation | $828K | 4 advisors | Percentage of AUM | View | |
| GAMMA GROUP CRD 118295 | — | Corporate platform Corporation | $815K | 1 advisors | Percentage of AUM | View | |
| BTG CAPITAL CRD 286476 | — | Corporate platform Corporation | $800K | 1 advisors | Performance-based fees | View | |
| TRADERS A.I., INC. CRD 331700 | Fairfax, VA | Corporate platform Corporation | $774K | 2 advisors | Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| SAMARA FINANCIAL, INC. CRD 288772 | — | Corporate platform Corporation | $771K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KINDER FINANCIAL SERVICES CRD 156805 | Nashville, IN | Corporate platform Corporation | $561K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NPW INC. CRD 310288 | Oakville, Ontario | Corporate platform Corporation | $536K | 5 advisors | Percentage of AUM | View | |
| HERRICK PORTFOLIO MANAGEMENT CO. CRD 145095 | — | Corporate platform Corporation | $528K | 1 advisors | Percentage of AUM | View | |
| GROWTH EQUITY MANAGEMENT, INC. CRD 134031 | — | Corporate platform Corporation | $495K | 1 advisors | Percentage of AUM | View | |
| KEMPTHORNE ANALYTICS, INC CRD 142754 | — | Corporate platform Corporation | $452K | 1 advisors | NOT COMPENSATED | View | |
| PANTHER ASSET MANAGEMENT, INC. CRD 126868 | — | Corporate platform Corporation | $425K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMITH COMPANY FINANCIAL ADVISORS / FUSION FUNDS CRD 125488 | Sheridan, WY | Corporate platform Corporation | $400K | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CTF FINANCIAL SERVICES, INC. CRD 142217 | Ocala, FL | Corporate platform Corporation | $373K | 1 advisors | Percentage of AUM | View | |
| BRINKER ASSET MANAGEMENT CRD 134164 | — | Corporate platform Corporation | $356K | 0 total employees | Percentage of AUM | View | |
| COVENANT FINANCIAL PLANNING AND RESOURCE MANAGEMENT, INC. CRD 165873 | — | Corporate platform Corporation | $353K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HYPO FINANCIAL SERVICES AND INVESTMENT ADVISER CRD 165439 | Yorba Linda, CA | Corporate platform Corporation | $294K | 1 advisors | Percentage of AUM | View |