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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 | |||||
|---|---|---|---|---|---|---|---|
| LUCID ADVISORS, INC. CRD 116639 | Seattle, WA | Corporate platform Corporation | $1.15B | 2 advisors | Hourly charges; Fixed fees | View | |
| FINANCIAL PARTNERS GROUP, INC. CRD 288644 | Overland Park, KS | Corporate platform Corporation | $1.15B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELGETHUN CAPITAL MANAGEMENT CRD 127616 | Sioux Falls, SD | Corporate platform Corporation | $1.14B | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WATERFRONT WEALTH INC. CRD 173220 | Overland Park, KS | Corporate platform Corporation | $1.14B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOUNDATION RESOURCE MANAGEMENT, INC. CRD 116359 | Little Rock, AR | Corporate platform Corporation | $1.14B | 6 advisors | Percentage of AUM | View | |
| PROVIDENT INVESTMENT MANAGEMENT, INC. CRD 106976 | Novi, MI | Corporate platform Corporation | $1.13B | 6 advisors | Percentage of AUM | View | |
| THE DE BURLO GROUP, INC. CRD 153435 | Boston, MA | Corporate platform Corporation | $1.13B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELLEVEST CRD 175476 | New York, NY | Corporate platform Corporation | $1.13B | 13 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SHARKEY HOWES & JAVER INC CRD 106050 | Denver, CO | Corporate platform Corporation | $1.13B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LVZ, INC. CRD 124228 | Holland, MI | Corporate platform Corporation | $1.13B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACKROCK REALTY ADVISORS INC CRD 109457 | New York, NY | Corporate platform Corporation | $1.12B | 34 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OVERBROOK MANAGEMENT CORPORATION CRD 117884 | New York, NY | Corporate platform Corporation | $1.12B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WILKINS INVESTMENT COUNSEL, INC CRD 104913 | Boston, MA | Corporate platform Corporation | $1.12B | 6 advisors | Percentage of AUM | View | |
| SCHAEFER FINANCIAL MANAGEMENT, INC. CRD 110110 | Centennial, CO | Corporate platform Corporation | $1.11B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHTHOUSE FINANCIAL ADVISORS, INC. CRD 121496 | Red Bank, NJ | Corporate platform Corporation | $1.11B | 7 advisors | Fixed fees | View | |
| HTG INVESTMENT ADVISORS INC CRD 108614 | New Canaan, CT | Corporate platform Corporation | $1.11B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| AMERISERV WEALTH ADVISORS INC CRD 105846 | Johnstown, PA | Corporate platform Corporation | $1.11B | 3 advisors | Percentage of AUM | View | |
| DOCK STREET ASSET MANAGEMENT INC CRD 111163 | Palm Beach, FL | Corporate platform Corporation | $1.11B | 4 advisors | Percentage of AUM | View | |
| FINANCIAL ADVISORS NETWORK, INC. CRD 152083 | Tustin, CA | Corporate platform Corporation | $1.11B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIASIMA PORTFOLIO MANAGEMENT INC. CRD 304577 | Montreal, Quebec | Corporate platform Corporation | $1.11B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL ADVISORY CORPORATION CRD 105472 | Grand Rapids, MI | Corporate platform Corporation | $1.10B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE CLARUS GROUP CRD 310163 | Houston, TX | Corporate platform Corporation | $1.10B | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NAVELLIER & ASSOCIATES INC CRD 107568 | Reno, NV | Corporate platform Corporation | $1.10B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BRUNI J V & CO CRD 106644 | Colorado Springs, CO | Corporate platform Corporation | $1.10B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |