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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 | |||||
|---|---|---|---|---|---|---|---|
| ARMSTRONG ADVISORY GROUP INC. CRD 318662 | Needham, MA | Corporate platform Corporation | $1.67B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHERN TRUST SECURITIES, INC CRD 7927 | Chicago, IL | Corporate platform Corporation | $1.66B | 41 advisors | Percentage of AUM; Fixed fees | View | |
| HERMES GPE (USA) INC CRD 166839 | New York, NY | Corporate platform Corporation | $1.66B | 4 advisors | Fixed fees | View | |
| MARTIN & COMPANY INVESTMENT COUNSEL CRD 108718 | Knoxville, TN | Corporate platform Corporation | $1.65B | 4 advisors | Percentage of AUM | View | |
| TREE LINE MANAGEMENT CRD 140648 | Hong Kong | Corporate platform Corporation | $1.64B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. CRD 105060 | Boston, MA | Corporate platform Corporation | $1.64B | 8 advisors | Percentage of AUM | View | |
| VECTORGLOBAL IAG, INC. CRD 147129 | Miami, FL | Corporate platform Corporation | $1.63B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| TELOS CAPITAL MANAGEMENT, INC. CRD 149108 | San Diego, CA | Corporate platform Corporation | $1.63B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTREPID CAPITAL MANAGEMENT INC CRD 108516 | Jacksonville Beach, FL | Corporate platform Corporation | $1.62B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BLOOM ADVISORS CRD 106152 | Farmington Hills, MI | Corporate platform Corporation | $1.62B | 11 advisors | Percentage of AUM | View | |
| ISC ADVISORS, INC. CRD 166586 | Dallas, TX | Corporate platform Corporation | $1.62B | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOMENTUM INDEPENDENT NETWORK INC. CRD 17587 | Dallas, TX | Corporate platform Corporation | $1.61B | 97 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE GLEASON GROUP, INC. CRD 175104 | Prospect, KY | Corporate platform Corporation | $1.61B | 5 advisors | Percentage of AUM | View | |
| NBT CAPITAL MANAGEMENT, INC. CRD 104932 | Norwich, NY | Corporate platform Corporation | $1.61B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOUCHEY FINANCIAL GROUP LTD CRD 111824 | Troy, NY | Corporate platform Corporation | $1.61B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL PLAN, INC. CRD 116073 | Bellingham, WA | Corporate platform Corporation | $1.60B | 11 advisors | Percentage of AUM; Hourly charges | View | |
| FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED CRD 291993 | Wan Chai | Corporate platform Corporation | $1.60B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BEAM WEALTH ADVISORS, INC. CRD 109867 | Covington, LA | Corporate platform Corporation | $1.60B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MEANS WEALTH MANAGEMENT CRD 2748 | Bangor, ME | Corporate platform Corporation | $1.59B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONSOLIDATED PORTFOLIO REVIEW CORP CRD 112694 | Woodbury, NY | Corporate platform Corporation | $1.59B | 47 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. CRD 107639 | Houston, TX | Corporate platform Corporation | $1.59B | 10 advisors | Percentage of AUM | View | |
| CICCARELLI ADVISORY SERVICES INC CRD 110904 | Naples, FL | Corporate platform Corporation | $1.59B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| MARSHALL + STERLING WEALTH ADVISORS, INC. CRD 164345 | Poughkeepsie, NY | Corporate platform Corporation | $1.59B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LOCUST POINT CAPITAL CRD 286689 | Miami, FL | Corporate platform Corporation | $1.58B | 28 advisors | Percentage of AUM; Performance-based fees | View |