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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 | |||||
|---|---|---|---|---|---|---|---|
| GREEN CENTURY CAPITAL MANAGEMENT INC CRD 112442 | Boston, MA | Corporate platform Corporation | $1.26B | 6 advisors | Percentage of AUM | View | |
| JAY A. FISHMAN, LTD CRD 105609 | Troy, MI | Corporate platform Corporation | $1.25B | 4 advisors | Percentage of AUM | View | |
| O'HAGAN GROUP, INC. CRD 315389 | Bethlehem, PA | Corporate platform Corporation | $1.25B | 10 advisors | Percentage of AUM | View | |
| VERDE SERVICOS INTERNACIONAIS S.A. CRD 171608 | Sao Paulo | Corporate platform Corporation | $1.24B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HODGES CAPITAL MANAGEMENT INC CRD 110080 | Dallas, TX | Corporate platform Corporation | $1.24B | 10 advisors | Percentage of AUM | View | |
| KWB WEALTH CRD 300921 | Redlands, CA | Corporate platform Corporation | $1.23B | 8 advisors | Percentage of AUM | View | |
| M FINANCIAL ASSET MANAGEMENT, INC. CRD 136694 | Portland, OR | Corporate platform Corporation | $1.23B | 4 advisors | Percentage of AUM | View | |
| MIDDLETON & COMPANY INC. CRD 104549 | Boston, MA | Corporate platform Corporation | $1.23B | 7 advisors | Percentage of AUM | View | |
| GRAVES LIGHT LENHART CRD 298283 | Harrisonburg, VA | Corporate platform Corporation | $1.23B | 8 advisors | Percentage of AUM | View | |
| HENRY H. ARMSTRONG ASSOCIATES, INC. CRD 105510 | Pittsburgh, PA | Corporate platform Corporation | $1.23B | 3 advisors | Percentage of AUM | View | |
| SC&H WEALTH CRD 120666 | Hunt Valley, MD | Corporate platform Corporation | $1.23B | 20 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARCHITECT CAPITAL CORP. CRD 315010 | San Francisco, CA | Corporate platform Corporation | $1.23B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| VISION CAPITAL MANAGEMENT INC CRD 107793 | Portland, OR | Corporate platform Corporation | $1.23B | 8 advisors | Percentage of AUM | View | |
| BERKSHIRE MONEY MANAGEMENT, INC. CRD 124873 | Dalton, MA | Corporate platform Corporation | $1.23B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPASS FINANCIAL GROUP, INC CRD 157109 | Sioux Falls, SD | Corporate platform Corporation | $1.23B | 7 advisors | Percentage of AUM | View | |
| RLH EQUITY PARTNERS CRD 157138 | Los Angeles, CA | Corporate platform Corporation | $1.22B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| CABOT WEALTH MANAGEMENT CRD 107327 | Beverly, MA | Corporate platform Corporation | $1.22B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CRD 140444 | Washington, DC | Corporate platform Corporation | $1.21B | 7 advisors | Percentage of AUM | View | |
| JAMES INVESTMENT RESEARCH INC CRD 110433 | Xenia, OH | Corporate platform Corporation | $1.21B | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WRIGHT INVESTORS SERVICE INC CRD 106302 | Shelton, CT | Corporate platform Corporation | $1.21B | 9 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| SANTA LUCIA ASSET MANAGEMENT PTE. LTD. CRD 291669 | Singapore | Corporate platform Corporation | $1.20B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BMO NESBITT BURNS SECURITIES LTD. CRD 281337 | Toronto, Ontario, AZ | Corporate platform Corporation | $1.20B | 216 advisors | Percentage of AUM | View | |
| RICHARD YOUNG ADVISORS CRD 126124 | Augusta, GA | Corporate platform Corporation | $1.20B | 8 advisors | Percentage of AUM | View | |
| TOBIAS FINANCIAL ADVISORS CRD 104711 | Plantation, FL | Corporate platform Corporation | $1.19B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View |