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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 | |||||
|---|---|---|---|---|---|---|---|
| NBC SECURITIES, INC. CRD 17870 | Birmingham, AL | Corporate platform Corporation | $1.78B | 63 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TFC FINANCIAL MANAGEMENT INC CRD 105062 | Boston, MA | Corporate platform Corporation | $1.78B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AEGIS CAPITAL CORP. CRD 15007 | New York, NY | Corporate platform Corporation | $1.78B | 92 advisors | Percentage of AUM; Hourly charges | View | |
| CAHILL FINANCIAL ADVISORS, INC. CRD 109890 | Edina, MN | Corporate platform Corporation | $1.77B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAISER PARTNER FINANCIAL ADVISORS LTD. CRD 149431 | ZüRich, CA | Corporate platform Corporation | $1.76B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC CRD 107630 | Neenah, WI | Corporate platform Corporation | $1.76B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GFI INVESTMENT COUNSEL CRD 332720 | Toronto, Ontario | Corporate platform Corporation | $1.75B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL SECURITY ADVISORY INC CRD 110746 | Virginia Beach, VA | Corporate platform Corporation | $1.74B | 43 advisors | Percentage of AUM; Hourly charges | View | |
| WBH ADVISORY, INC. CRD 105289 | Baltimore, MD | Corporate platform Corporation | $1.74B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FELDMAN, INGARDONA & CO CRD 29449 | Downers Grove, IL | Corporate platform Corporation | $1.73B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ALLY INVEST ADVISORS CRD 170301 | Charlotte, NC | Corporate platform Corporation | $1.73B | 8 advisors | Percentage of AUM | View | |
| STAFFORD CAPITAL PARTNERS INC. CRD 171419 | Austin, TX | Corporate platform Corporation | $1.72B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| NOVEM GROUP CRD 158964 | Rochester, NY | Corporate platform Corporation | $1.72B | 50 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARGENT ADVISORS, INC. CRD 112028 | Ruston, LA | Corporate platform Corporation | $1.71B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADWOOD CAPITAL, INC CRD 159286 | New York, NY | Corporate platform Corporation | $1.71B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HOUSATONIC PARTNERS CRD 157618 | San Francisco, CA | Corporate platform Corporation | $1.71B | 11 advisors | Percentage of AUM; CARRIED INTEREST ALLOCATIONS | View | |
| GILBERT & COOK, INC. CRD 283112 | West Des Moines, IA | Corporate platform Corporation | $1.70B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORUNDUM GROUP, INC. CRD 106490 | Colorado Springs, CO | Corporate platform Corporation | $1.69B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WELLINGTON CONSULTING SERVICES INC CRD 105837 | Chantilly, VA | Corporate platform Corporation | $1.69B | 9 advisors | Percentage of AUM | View | |
| NEVASTAR FINANCE LTD CRD 172523 | London | Corporate platform Corporation | $1.68B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| SMITH AFFILIATED CAPITAL CORP. CRD 107675 | New York, NY | Corporate platform Corporation | $1.68B | 8 advisors | Percentage of AUM | View | |
| PRIMUS CAPITAL PARTNERS, INC. CRD 156861 | Atlanta, GA | Corporate platform Corporation | $1.67B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| CANNON FINANCIAL STRATEGISTS, INC. CRD 133509 | Athens, GA | Corporate platform Corporation | $1.67B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORANGE INVESTMENT ADVISORS, INC. CRD 107387 | Goshen, NY | Corporate platform Corporation | $1.67B | 8 advisors | Percentage of AUM · Hourly charges +2 more | View |