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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 | |||||
|---|---|---|---|---|---|---|---|
| THE PINNACLE FINANCIAL GROUP CRD 164395 | Rockville Centre, NY | Corporate platform Corporation | $1.38B | 54 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GRANVILLE CAPITAL, INC. CRD 126679 | Greensboro, NC | Corporate platform Corporation | $1.37B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE PLANNING CENTER, INC. CRD 118994 | Moline, IL | Corporate platform Corporation | $1.37B | 12 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| J. L. BAINBRIDGE & CO., INC. CRD 108058 | Sarasota, FL | Corporate platform Corporation | $1.37B | 6 advisors | Percentage of AUM | View | |
| AEGIS FINANCIAL CORPORATION CRD 111587 | Mclean, VA | Corporate platform Corporation | $1.37B | 4 advisors | Percentage of AUM | View | |
| SHEETS SMITH WEALTH MANAGEMENT CRD 105710 | Winston Salem, NC | Corporate platform Corporation | $1.37B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| BBVA GLOBAL WEALTH ADVISORS, INC. CRD 327326 | Miami, FL | Corporate platform Corporation | $1.36B | 29 advisors | Percentage of AUM | View | |
| PENN DAVIS MCFARLAND INC CRD 110417 | Dallas, TX | Corporate platform Corporation | $1.36B | 7 advisors | Percentage of AUM | View | |
| KERA CAPITAL PARTNERS CRD 312875 | San Jose, CA | Corporate platform Corporation | $1.36B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTMINSTER FINANCIAL ADVISORY CORP CRD 110283 | Beavercreek, OH | Corporate platform Corporation | $1.36B | 41 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PACKERLAND BROKERAGE SERVICES, INC. CRD 37031 | Green Bay, WI | Corporate platform Corporation | $1.36B | 165 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEIGA ASSET MANAGEMENT LIMITED CRD 288614 | Hong Kong | Corporate platform Corporation | $1.36B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CORNERSTONE CAPITAL, INC. CRD 105396 | Palo Alto, CA | Corporate platform Corporation | $1.36B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TOTAL INVESTMENT MANAGEMENT, INC. CRD 108818 | Scottsdale, AZ | Corporate platform Corporation | $1.35B | 8 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| PLEIAD INVESTMENT ADVISORS CRD 172237 | Hong Kong | Corporate platform Corporation | $1.35B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| GIBRALTAR CAPITAL MANAGEMENT, INC. CRD 122328 | Tulsa, OK | Corporate platform Corporation | $1.35B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ADVISORS GROUP CRD 122050 | Fort Wayne, IN | Corporate platform Corporation | $1.34B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FMP WEALTH ADVISERS CRD 110270 | Austin, TX | Corporate platform Corporation | $1.34B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| CENTENNIAL SECURITIES COMPANY INC CRD 7763 | Grand Rapids, MI | Corporate platform Corporation | $1.34B | 30 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVID WENDELL ASSOCIATES, INC. CRD 106664 | Portsmouth, NH | Corporate platform Corporation | $1.33B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CHATTERTON & ASSOCIATES CRD 132295 | Anaheim, CA | Corporate platform Corporation | $1.33B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| CORE CAPITAL PARTNERS CRD 162579 | MD | Corporate platform Corporation | $1.33B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| U.S. GLOBAL INVESTORS, INC. CRD 111097 | San Antonio, TX | Corporate platform Corporation | $1.32B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CHILTON INVESTMENT COMPANY, INC. CRD 120107 | Stamford, CT | Corporate platform Corporation | $1.32B | 5 advisors | Percentage of AUM; Performance-based fees | View |