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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 | |||||
|---|---|---|---|---|---|---|---|
| SOFTBANK, INC. CRD 163118 | Newton, MA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SOLASTA VENTURES, INC CRD 305520 | Boston, MA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SOUTH GATE LABS, INC CRD 340661 | Miami, FL | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SOUTHCOAST ADVISORY GROUP, INC CRD 161543 | Fall River, MA | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM | View | |
| SOUTHEAST CAPITAL MANAGEMENT LTD CRD 334751 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM | View | |
| SOUTHOLD ASSET MANAGEMENT, INC. CRD 333908 | — | Corporate platform Corporation | — | 1 advisors | REFFERAL | View | |
| SPARROW WEALTH MANAGEMENT CRD 335599 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPECIALISED RESEARCH (UK) CRD 331937 | St. Albans | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SPECTRUM FINANCIAL STRATEGIES INC CRD 106419 | Hamden, CT | Corporate platform Corporation | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| SPIRIT EYE INVESTMENT LTD CRD 340663 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| STALNAKER INVESTMENT GROUP, INC. CRD 126757 | — | Corporate platform Corporation | — | 1 advisors | NO FEES FOR FAMILY | View | |
| STARKEL CAPITAL MANAGEMENT, INC CRD 323738 | Omaha, NE | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| STARLION GLOBAL MANAGEMENT INC CRD 341316 | Albany, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| STATE STREET DIGITAL LTD CRD 340778 | Boston, MA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| STEPHEN L. SMITH CORPORATION CRD 116459 | Jenks, OK | Corporate platform Corporation | — | 2 advisors | Percentage of AUM | View | |
| STERLING ADVISORY SERVICES, INC. CRD 163874 | Herndon, VA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| STERLING LEGACY ADVISORS INC. CRD 340172 | NJ | Corporate platform Corporation | $0 | 2 advisors | Percentage of AUM; Hourly charges | View | |
| STEVEN H. LEWIS P.C. CRD 139739 | Chicago, IL | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| STEVEN P. SIEGEL, LTD. CRD 172308 | — | Corporate platform Corporation | — | 1 advisors | SHARES IN FEES PAID TO OTHER ADVISERS | View | |
| STF ADVISORY INC CRD 339084 | Frisco, TX | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| STIFEL STRATEGIE CONSULTING PARTNERS LTD. CRD 335333 | Englewood, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| STONE & NEWHOUSE WEALTH ADVISORY CRD 331044 | Los Angeles, CA | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| STRATEGIC ADVISORS, INC. CRD 126045 | Atlanta, GA | Corporate platform Corporation | — | 0 total employees | A PERCENTAGE (BASIS POINTS) OF PLAN ASSETS | View | |
| SUMMITWEST MANAGEMENT LTD CRD 338092 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View |