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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 | |||||
|---|---|---|---|---|---|---|---|
| GAMBOA CAPITAL MANAGEMENT INC. CRD 110201 | San Antonio, TX | Corporate platform Corporation | $245K | 1 advisors | Percentage of AUM | View | |
| LI WEALTH MANAGEMENT INC CRD 331924 | Melville, NY | Corporate platform Corporation | $235K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 401K ADVISORY GROUP, INC. CRD 152290 | — | Corporate platform Corporation | $205K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TSN MANAGEMENT INC. CRD 300102 | — | Corporate platform Corporation | $200K | 1 advisors | Performance-based fees | View | |
| DOBBINS CAPITAL MANAGEMENT CRD 166706 | Taylor, MI | Corporate platform Corporation | $194K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AUTHENTIC FINANCIAL PLANNING CRD 153032 | — | Corporate platform Corporation | $150K | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FIDELITY CAPITAL MANAGEMENT CORP CRD 122651 | Palm Harbor, FL | Corporate platform Corporation | $150K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PRETIUMCAPITAL MANAGEMENT, INC. CRD 120244 | — | Corporate platform Corporation | $123K | 1 advisors | Percentage of AUM | View | |
| CASI INVESTMENTS CRD 116063 | Baltimore, MD | Corporate platform Corporation | $120K | 2 advisors | Percentage of AUM; Hourly charges | View | |
| VANDERKLOOT & COMPANY, P.C. CRD 125047 | Deerfield, IL | Corporate platform Corporation | $93K | 1 advisors | Hourly charges | View | |
| ARROIT SERVICES INC CRD 316634 | — | Corporate platform Corporation | $84K | 1 advisors | Percentage of AUM | View | |
| TUVIN & TUVIN, LTD. CRD 122255 | — | Corporate platform Corporation | $65K | 1 advisors | Fixed fees; Performance-based fees | View | |
| SCHAFER INVESTMENT GROUP, INC. CRD 337977 | Mt. Pleasant, MI | Corporate platform Corporation | $52K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENT MANAGEMENT SOLUTIONS, INC. CRD 330363 | Tarzana, CA | Corporate platform Corporation | $14K | 2 advisors | Percentage of AUM | View | |
| YOUNG INVESTMENT ADVISORS, INC CRD 117415 | Atlanta, GA | Corporate platform Corporation | $6K | 1 advisors | Hourly charges; Fixed fees | View | |
| WHITESWAN TRADING CORPORATION CRD 300671 | San Francisco, CA | Corporate platform Corporation | $6K | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BK CHIN CRD 111548 | Newport Beach, CA | Corporate platform Corporation | $2K | 1 advisors | Percentage of AUM | View | |
| ALLEGIANCE ADVISORS, INC CRD 325075 | Burnet, TX | Corporate platform Corporation | $100 | 1 employees | Fixed fees | View | |
| THE CHARLES TOWNE AGENCY CRD 331489 | — | Corporate platform Corporation | $100 | 1 advisors | Hourly charges | View | |
| 1291 GROUP OF THE AMERICAS CRD 174939 | Hamilton | Corporate platform Corporation | $0 | 0 total employees | Percentage of AUM · Hourly charges +1 more | View | |
| 13658058 CANADA INC. CRD 320631 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| 1ST FINANCIAL PLANNING GROUP, INC. CRD 281543 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges; REFERRAL FEES | View | |
| 31 MOORGATE, INC. CRD 309368 | Charlottesville, VA | Corporate platform Corporation | — | 1 advisors | Hourly charges; PERCENTAGE OF ASSETS ADVISED | View | |
| 36ONE INTERNATIONAL IC LIMITED CRD 331333 | St. Peter Port, Guernsey | Corporate platform Corporation | — | — | Fees not disclosed | View |