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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL CONSULATE CRD 106898 | Hunt Valley, MD | Corporate platform Corporation | $1.10B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOWNELEY CAPITAL MANAGEMENT, INC. CRD 169863 | Laguna Hills, CA | Corporate platform Corporation | $1.09B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| CS CAPITAL MANAGEMENT INC CRD 106492 | El Segundo, CA | Corporate platform Corporation | $1.09B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LFA CRD 152864 | Lugano - Ticino, CA | Corporate platform Corporation | $1.09B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINANCIAL CONCEPTS CRD 157616 | Columbus, MS | Corporate platform Corporation | $1.09B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WESCAP GROUP CRD 104759 | Glendale, CA | Corporate platform Corporation | $1.09B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPARX ASSET MANAGEMENT KOREA CO., LTD. CRD 338393 | Seoul | Corporate platform Corporation | $1.09B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| DIXON FINANCIAL SERVICES CRD 107166 | AZ | Corporate platform Corporation | $1.09B | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CENTERFIELD CAPITAL PARTNERS CRD 161504 | Indianapolis, IN | Corporate platform Corporation | $1.08B | 15 employees | Percentage of AUM; Performance-based fees | View | |
| BASELINE WEALTH MANAGEMENT LTD. CRD 155526 | Geneva, CA | Corporate platform Corporation | $1.08B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. CRD 154127 | Dallas, TX | Corporate platform Corporation | $1.08B | 5 advisors | Percentage of AUM | View | |
| NFSG CORPORATION CRD 130814 | Boca Raton, FL | Corporate platform Corporation | $1.08B | 74 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BPS WEALTH ADVISORS, INC. CRD 106249 | Canfield, OH | Corporate platform Corporation | $1.08B | 5 advisors | Percentage of AUM | View | |
| SOVEREIGN FINANCIAL GROUP, INC. CRD 294314 | Stamford, CT | Corporate platform Corporation | $1.08B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RANDOLPH CO INC CRD 104868 | Cincinnati, OH | Corporate platform Corporation | $1.08B | 4 advisors | Percentage of AUM | View | |
| STERLING INVESTMENT ADVISORS LTD. CRD 140710 | Berwyn, PA | Corporate platform Corporation | $1.08B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN INVESTMENT SERVICES INC CRD 110043 | Great Barrington, MA | Corporate platform Corporation | $1.07B | 5 advisors | Percentage of AUM | View | |
| POWER SUSTAINABLE MANAGER US, INC. CRD 325145 | Miami, FL | Corporate platform Corporation | $1.07B | 13 advisors | Performance-based fees; FEE BASED ON DEPLOYED CAPITAL | View | |
| HENDERSHOT INVESTMENTS, INC. CRD 115472 | AZ | Corporate platform Corporation | $1.07B | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BALBOA WEALTH PARTNERS, INC. CRD 282329 | Scottsdale, AZ | Corporate platform Corporation | $1.07B | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YESKE BUIE INC. CRD 143234 | Vienna, VA | Corporate platform Corporation | $1.07B | 9 advisors | Percentage of AUM | View | |
| RMC INVESTMENT ADVISORS CRD 104674 | West Hartford, CT | Corporate platform Corporation | $1.07B | 7 advisors | Percentage of AUM | View | |
| THE RAELIPSKIE PARTNERSHIP CRD 327652 | Waterloo | Corporate platform Corporation | $1.07B | 11 advisors | Percentage of AUM | View | |
| FIDUCIARY BENEFITS GROUP CRD 326204 | AZ | Corporate platform Corporation | $1.07B | 3 advisors | Percentage of AUM; Fixed fees | View |