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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 | |||||
|---|---|---|---|---|---|---|---|
| CJM WEALTH ADVISERS, LTD. CRD 107750 | Falls Church, VA | Corporate platform Corporation | $1.47B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| REDHAWK WEALTH ADVISORS, INC. CRD 146616 | Minneapolis, MN | Corporate platform Corporation | $1.46B | 47 advisors | Percentage of AUM; Fixed fees | View | |
| MEDIQUS ASSET ADVISORS, INC. CRD 107694 | Chicago, IL | Corporate platform Corporation | $1.46B | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KEATING FINANCIAL ADVISORY SERVICES CRD 142772 | Manhattan, KS | Corporate platform Corporation | $1.45B | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHEAST FINANCIAL GROUP, INC. CRD 122609 | Allentown, PA | Corporate platform Corporation | $1.44B | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| D'ORAZIO WEALTH ADVISORS CRD 131976 | Vienna, VA | Corporate platform Corporation | $1.44B | 7 advisors | Fixed fees; PERCENTAGE OF RETIREMENT PLAN CONSULTING ASSETS | View | |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC CRD 107003 | Milwaukee, WI | Corporate platform Corporation | $1.44B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MV CAPITAL MANAGEMENT, INC. CRD 139034 | Bethesda, MD | Corporate platform Corporation | $1.44B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAY COLONY ADVISORS CRD 152583 | Concord, MA | Corporate platform Corporation | $1.43B | 30 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ANDERSON HOAGLAND & CO CRD 105157 | St. Louis, MO | Corporate platform Corporation | $1.43B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOTTINGHAM ADVISORS INC. CRD 104928 | Amherst, NY | Corporate platform Corporation | $1.43B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| THE EDGAR LOMAX COMPANY CRD 105444 | Alexandria, VA | Corporate platform Corporation | $1.42B | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MASON WELLS, INC. CRD 173069 | Milwaukee, WI | Corporate platform Corporation | $1.42B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| WATER STREET CAPITAL, INC. CRD 158133 | Jacksonville, FL | Corporate platform Corporation | $1.42B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WINGATE WEALTH ADVISORS, INC. CRD 105012 | Lexington, MA | Corporate platform Corporation | $1.42B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| LEADER CAPITAL CORP. CRD 46206 | Vancouver, WA | Corporate platform Corporation | $1.41B | 2 advisors | Percentage of AUM | View | |
| CLARO ADVISORS INC. CRD 160294 | Boston, MA | Corporate platform Corporation | $1.41B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CUMBERLAND INVESTMENT COUNSEL INC. CRD 110887 | Toronto Ontario | Corporate platform Corporation | $1.41B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| SCHRODER WEALTH MANAGEMENT (US) LIMITED CRD 289151 | London, AZ | Corporate platform Corporation | $1.40B | 5 advisors | Percentage of AUM | View | |
| ALTERNA WEALTH MANAGEMENT, INC. CRD 146153 | Houston, TX | Corporate platform Corporation | $1.40B | 28 advisors | Percentage of AUM | View | |
| ACORN FINANCIAL ADVISORY SERVICES, INC. CRD 116763 | Reston, VA | Corporate platform Corporation | $1.40B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MATRIX ASSET ADVISORS INC CRD 107408 | White Plains, NY | Corporate platform Corporation | $1.40B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRUSTMONT ADVISORY GROUP, INC. CRD 106015 | Greensburg, PA | Corporate platform Corporation | $1.40B | 60 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SECURITY CAPITAL MANAGEMENT CRD 396 | Wheeling, WV | Corporate platform Corporation | $1.39B | 14 advisors | Percentage of AUM | View |