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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 | |||||
|---|---|---|---|---|---|---|---|
| STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS CRD 111685 | Leesburg, VA | Corporate platform Corporation | $1.32B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANOPY CAPITAL GROUP CRD 326730 | Woburn, MA | Corporate platform Corporation | $1.32B | 5 advisors | Percentage of AUM | View | |
| PROFESSIONAL PLANNING GROUP CRD 108868 | Westerly, RI | Corporate platform Corporation | $1.32B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARAGON CAPITAL MANAGEMENT CRD 105147 | Denver, CO | Corporate platform Corporation | $1.32B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LVM CAPITAL MANAGEMENT LTD CRD 111039 | Portage, MI | Corporate platform Corporation | $1.31B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL INVESTMENT SERVICES OF AMERICA INC CRD 110639 | Milwaukee, WI | Corporate platform Corporation | $1.31B | 9 advisors | Percentage of AUM | View | |
| VALLEY NATIONAL ADVISERS INC CRD 110788 | Bethlehem, PA | Corporate platform Corporation | $1.31B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON FINANCIAL GROUP CRD 110038 | Dallas, TX | Corporate platform Corporation | $1.30B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MADISON PARTNERS CRD 305824 | Madison, WI | Corporate platform Corporation | $1.30B | 17 advisors | Percentage of AUM | View | |
| BALLEW ADVISORS INC CRD 110522 | Jackson, MS | Corporate platform Corporation | $1.30B | 6 advisors | Percentage of AUM; SEE SCHEDULE D - MISCELLANEOUS | View | |
| TRIANGLE WEALTH MANAGEMENT CRD 148156 | Raleigh, NC | Corporate platform Corporation | $1.29B | 9 advisors | Percentage of AUM | View | |
| PIPER SANDLER & CO. CRD 665 | Minneapolis, MN | Corporate platform Corporation | $1.28B | 31 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PRIVATE CAPITAL ADVISORS, INC. CRD 125771 | Darien, CT | Corporate platform Corporation | $1.28B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CONNORS INVESTOR SERVICES INC CRD 106993 | Wyomissing, PA | Corporate platform Corporation | $1.28B | 10 advisors | Percentage of AUM | View | |
| AMERICAN FINANCIAL ADVISORS INC CRD 108530 | Winter Park, FL | Corporate platform Corporation | $1.28B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ADVANTAGE, INC. CRD 108985 | Walnut Creek, CA | Corporate platform Corporation | $1.28B | 9 advisors | Percentage of AUM | View | |
| PAUL WINKLER, INC. CRD 119342 | Goodlettsville, TN | Corporate platform Corporation | $1.28B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| URBAN FINANCIAL ADVISORY CORPORATION CRD 110057 | Chicago, IL | Corporate platform Corporation | $1.28B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMMONWEALTH INVESTMENT MANAGEMENT CRD 106292 | Pittsburgh, PA | Corporate platform Corporation | $1.28B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARMSTRONG, FLEMING & MOORE, INC. CRD 107347 | Washington, DC | Corporate platform Corporation | $1.27B | 17 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KRISTAL.AI CRD 341175 | Singapore | Corporate platform Corporation | $1.27B | 15 advisors | Percentage of AUM | View | |
| TRUENORTH WEALTH CRD 142205 | Salt Lake City, UT | Corporate platform Corporation | $1.27B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENTERPRISE INVESTORS CRD 160833 | New York, NY | Corporate platform Corporation | $1.26B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| PROFESSIONAL ADVISORY SERVICES INC CRD 105397 | Vero Beach, FL | Corporate platform Corporation | $1.26B | 9 advisors | Percentage of AUM | View |