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 | |||||
|---|---|---|---|---|---|---|---|
| FREEDOM FUNDS MANAGEMENT CO CRD 110785 | Denver, CO | Corporate platform Corporation | $1.90B | 3 advisors | Percentage of AUM | View | |
| DWS INVESTMENTS AUSTRALIA LIMITED CRD 109112 | Sydney | Corporate platform Corporation | $1.90B | 8 advisors | Percentage of AUM | View | |
| RETIREMENT MANAGEMENT SYSTEMS CRD 150351 | Leonardtown, MD | Corporate platform Corporation | $1.89B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHOENIX ASSET MANAGEMENT PARTNERS LIMITED CRD 284936 | London | Corporate platform Corporation | $1.89B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| LIBERTY STREET ADVISORS, INC. CRD 142949 | New York, NY | Corporate platform Corporation | $1.88B | 13 advisors | Percentage of AUM | View | |
| CAPITAL MANAGEMENT ASSOCIATES INC CRD 105010 | Minneapolis, MN | Corporate platform Corporation | $1.88B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KLCM ADVISORS, INC. CRD 107847 | Milwaukee, WI | Corporate platform Corporation | $1.88B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| AUSTIN ASSET CRD 105441 | Austin, TX | Corporate platform Corporation | $1.87B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| DIVERSIFIED MANAGEMENT INC CRD 106680 | Milwaukee, WI | Corporate platform Corporation | $1.87B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORGAN STANLEY PRIVATE EQUITY ASIA, INC. CRD 134366 | New York, NY | Corporate platform Corporation | $1.86B | 44 advisors | Percentage of AUM; Performance-based fees | View | |
| WINDWARD CAPITAL MANAGEMENT CO CRD 106908 | Los Angeles, CA | Corporate platform Corporation | $1.86B | 3 advisors | Percentage of AUM | View | |
| COLONIAL TRUST ADVISORS, INC. CRD 110257 | Spartanburg, SC | Corporate platform Corporation | $1.85B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| WILLIS JOHNSON WEALTH CRD 119759 | Houston, TX | Corporate platform Corporation | $1.85B | 21 advisors | Percentage of AUM; Fixed fees | View | |
| CSM CAPITAL CORPORATION CRD 129789 | New York, NY | Corporate platform Corporation | $1.85B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AZZAD ASSET MANAGEMENT, INC. CRD 111291 | Falls Church, VA | Corporate platform Corporation | $1.84B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| GORDIAN CAPITAL JAPAN LIMITED CRD 309108 | Tokyo | Corporate platform Corporation | $1.82B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCIAL SYNERGIES CRD 105643 | Houston, TX | Corporate platform Corporation | $1.81B | 16 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VERSANT CAPITAL MANAGEMENT, INC. CRD 131692 | Phoenix, AZ | Corporate platform Corporation | $1.81B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAND ALLIANCE ASSET MANAGEMENT LTD. CRD 307801 | Hong Kong, TX | Corporate platform Corporation | $1.81B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| SELECT MONEY MANAGEMENT, INC. CRD 153256 | Los Angeles, CA | Corporate platform Corporation | $1.80B | 8 advisors | Percentage of AUM | View | |
| YOUNG RICHARD C & CO LTD CRD 105866 | Newport, RI | Corporate platform Corporation | $1.80B | 8 advisors | Percentage of AUM | View | |
| ALTFEST PERSONAL WEALTH MANAGEMENT CRD 110130 | New York, NY | Corporate platform Corporation | $1.80B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOISINGTON INVESTMENT MANAGEMENT CO CRD 107710 | Austin, TX | Corporate platform Corporation | $1.79B | 5 advisors | Percentage of AUM | View | |
| MITCHELL SINKLER & STARR CRD 106460 | Philadelphia, PA | Corporate platform Corporation | $1.79B | 5 advisors | Percentage of AUM | View |