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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL INVESTMENT COUNSEL INC CRD 104591 | Raleigh, NC | Corporate platform Corporation | $1.02B | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PETTYJOHN, WOOD & WHITE, INC. CRD 106403 | Lynchburg, VA | Corporate platform Corporation | $1.02B | 5 advisors | Percentage of AUM | View | |
| GREATMARK INVESTMENT PARTNERS, INC. CRD 105267 | Columbus, GA | Corporate platform Corporation | $1.02B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MG&A WEALTH CRD 284866 | Plantation, FL | Corporate platform Corporation | $1.02B | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARCHER INVESTMENT CORPORATION CRD 136403 | Carmel, IN | Corporate platform Corporation | $1.01B | 80 advisors | Percentage of AUM; Fixed fees | View | |
| THE NORTHSTAR GROUP, INC. CRD 110409 | New York, NY | Corporate platform Corporation | $1.01B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEST PACES ADVISORS, INC. CRD 175512 | Atlanta, GA | Corporate platform Corporation | $1.01B | 5 advisors | Percentage of AUM | View | |
| M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | Portland, OR | Corporate platform Corporation | $1.01B | 3 employees | Percentage of AUM | View | |
| MCGLONE SUTTNER WEALTH MANAGEMENT, INC. CRD 149830 | Appleton, WI | Corporate platform Corporation | $1.01B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORBYN INVESTMENT MANAGEMENT INC CRD 104716 | Lutherville, MD | Corporate platform Corporation | $1.01B | 7 advisors | Percentage of AUM | View | |
| HUDOCK CAPITAL GROUP CRD 149255 | Williamsport, PA | Corporate platform Corporation | $1.00B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WORLD EQUITY GROUP, INC. CRD 29087 | Schaumburg, IL | Corporate platform Corporation | $1.00B | 52 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPSOUTH WEALTH MANAGEMENT CRD 132517 | Dothan, AL | Corporate platform Corporation | $1.00B | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COHEN CAPITAL MANAGEMENT INC CRD 107903 | Corte Madera, CA | Corporate platform Corporation | $1.00B | 4 advisors | Percentage of AUM; PROFIT INTEREST | View | |
| DAWSON PARTNERS CRD 339430 | New York, NY | Corporate platform Corporation | $999.1M | 60 advisors | Percentage of AUM; Performance-based fees | View | |
| DAYBRIGHT ADVISORY SERVICES, INC. CRD 133795 | Miami, FL | Corporate platform Corporation | $997.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCLEAN ASSET MANAGEMENT CORP. CRD 108067 | Tysons, VA | Corporate platform Corporation | $993.9M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORY RESEARCH INC CRD 108254 | Chicago, IL | Corporate platform Corporation | $991.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MAN GLOBAL PRIVATE MARKETS (USA) INC. CRD 284066 | New York, NY | Corporate platform Corporation | $988.2M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TERRIL & COMPANY CRD 110422 | Saint Louis, MO | Corporate platform Corporation | $987.8M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| CONCENTRUM WEALTH MANAGEMENT CRD 167151 | San Jose, CA | Corporate platform Corporation | $986.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOODWIN CAPITAL ADVISERS, INC. CRD 108290 | Hartford, CT | Corporate platform Corporation | $986.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TAC PARTNERS, INC. CRD 158249 | Boston, MA | Corporate platform Corporation | $983.4M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW FORESTS INC. CRD 165267 | San Francisco, CA | Corporate platform Corporation | $981.9M | 13 advisors | Percentage of AUM · Fixed fees +1 more | View |