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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 | |||||
|---|---|---|---|---|---|---|---|
| WOODSTOCK CORPORATION CRD 110662 | Boston, MA | Corporate platform Corporation | $1.19B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| POLUS CAPITAL MANAGEMENT (US) INC. CRD 323283 | New York, NY | Corporate platform Corporation | $1.18B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| VERUS FINANCIAL PARTNERS CRD 106744 | Richmond, VA | Corporate platform Corporation | $1.18B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| EVERGREEN WEALTH CRD 168998 | Springfield, IL | Corporate platform Corporation | $1.18B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DINUZZO PRIVATE WEALTH, INC. CRD 112778 | Beaver, PA | Corporate platform Corporation | $1.18B | 8 advisors | Percentage of AUM | View | |
| DEERFIELD CRD 104964 | Indianapolis, IN | Corporate platform Corporation | $1.18B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRAND ASSET MANAGEMENT GROUP, INC. CRD 106162 | Chesterfield, MO | Corporate platform Corporation | $1.17B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| ASSOCIATED INVESTMENT SERVICES, INC. CRD 1464 | Green Bay, WI | Corporate platform Corporation | $1.17B | 27 advisors | Percentage of AUM | View | |
| WOODARD & CO ASSET MANAGEMENT GROUP INC CRD 108199 | Bermuda Run, NC | Corporate platform Corporation | $1.17B | 5 advisors | Percentage of AUM | View | |
| OARSMAN CAPITAL, INC CRD 109993 | Milwaukee, WI | Corporate platform Corporation | $1.17B | 13 advisors | Percentage of AUM | View | |
| FINANCIAL PERSPECTIVES CRD 135549 | Minneapolis, MN | Corporate platform Corporation | $1.17B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRINITY VENTURES CRD 159537 | CA | Corporate platform Corporation | $1.17B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BAXTER INVESTMENT MANAGEMENT CRD 106548 | Riverside, CT | Corporate platform Corporation | $1.17B | 5 advisors | Percentage of AUM | View | |
| W.A. SMITH FINANCIAL GROUP CRD 146608 | Sandusky, OH | Corporate platform Corporation | $1.16B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| L & S ADVISORS, INC CRD 140923 | Los Angeles, CA | Corporate platform Corporation | $1.16B | 9 advisors | Percentage of AUM; Hourly charges | View | |
| AMELIORA WEALTH MANAGEMENT LTD. CRD 164038 | Zurich, CA | Corporate platform Corporation | $1.16B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| REAGAN COMPANIES ASSET MANAGEMENT, INC CRD 161648 | Syracuse, NY | Corporate platform Corporation | $1.16B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FULCRUM EQUITY PARTNERS, INC. CRD 163489 | Atlanta, GA | Corporate platform Corporation | $1.16B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| ACADEMY CAPITAL MANAGEMENT CRD 105008 | Waco, TX | Corporate platform Corporation | $1.16B | 5 advisors | Percentage of AUM | View | |
| TOTH FINANCIAL ADVISORY CORP CRD 104952 | Leesburg, VA | Corporate platform Corporation | $1.15B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| VERITY ASSET MANAGEMENT CRD 158667 | Durham, NC | Corporate platform Corporation | $1.15B | 54 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONGVIEW WEALTH MANAGEMENT CRD 136214 | Atlanta, GA | Corporate platform Corporation | $1.15B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUBREY CAPITAL MANAGEMENT CRD 285802 | Edinburgh, Mid Lothian, NY | Corporate platform Corporation | $1.15B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ATLAS CAPITAL ADVISORS INC. CRD 127036 | San Francisco, CA | Corporate platform Corporation | $1.15B | 4 advisors | Percentage of AUM; Performance-based fees | View |