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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 | |||||
|---|---|---|---|---|---|---|---|
| SUMMIT WEALTH AND RETIREMENT PARTNERS CRD 285972 | Eagle, ID | Corporate platform Corporation | $978.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| PATTON WEALTH ADVISORS CRD 120533 | CA | Corporate platform Corporation | $977.2M | 1 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| AUFMAN ASSOCIATES INC CRD 104622 | Sewickley, PA | Corporate platform Corporation | $971.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| THE ARKANSAS FINANCIAL GROUP, INC. CRD 104808 | Little Rock, AR | Corporate platform Corporation | $971.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TDA INVESTMENT GROUP CRD 112016 | San Mateo, CA | Corporate platform Corporation | $969.3M | 5 advisors | Percentage of AUM | View | |
| ASHFORD CAPITAL MANAGEMENT INC CRD 110696 | Wilmington, DE | Corporate platform Corporation | $965.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ZENITH AM CRD 173046 | Paris, NY | Corporate platform Corporation | $963.6M | 8 advisors | Percentage of AUM · Commissions +1 more | View | |
| AMI INVESTMENT MANAGEMENT INC CRD 106321 | Kendallville, IN | Corporate platform Corporation | $963.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PACIFIC CENTER FOR FINANCIAL SERVICES CRD 104557 | Danville, CA | Corporate platform Corporation | $960.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SWANDER PACE CAPITAL CRD 157259 | Bedminster, NJ | Corporate platform Corporation | $959.6M | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CORTLAND ASSOCIATES INC CRD 104681 | St.. Louis, MO | Corporate platform Corporation | $958.0M | 3 advisors | Percentage of AUM | View | |
| MBR FINANCIAL CRD 168333 | Houston, TX | Corporate platform Corporation | $956.4M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOCUS INVESTMENT ADVISORS, INC CRD 109970 | Solana Beach, CA | Corporate platform Corporation | $956.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| FORESIGHT GLOBAL INVESTORS, INC. CRD 281818 | Purchase, NY | Corporate platform Corporation | $955.2M | 3 advisors | Percentage of AUM | View | |
| TARBOX FAMILY OFFICE, INC. CRD 106079 | Newport Beach, CA | Corporate platform Corporation | $953.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SLOW CAPITAL, INC. CRD 286688 | Greenbrae, CA | Corporate platform Corporation | $953.3M | 2 advisors | Percentage of AUM | View | |
| BUILDER INVESTMENT GROUP CRD 107671 | Atlanta, GA | Corporate platform Corporation | $952.5M | 4 advisors | Percentage of AUM | View | |
| CONVERIUM CAPITAL INC. CRD 312880 | Montreal, Quebec | Corporate platform Corporation | $952.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CORNERSTONE PLANNING GROUP CRD 307189 | Fairfield, NJ | Corporate platform Corporation | $951.8M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAZELVIEW SECURITIES INC. CRD 293469 | Toronto, Ontario | Corporate platform Corporation | $943.1M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| LAFAYETTE INVESTMENTS, INC. CRD 22471 | Ashton, MD | Corporate platform Corporation | $942.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HCM WEALTH CRD 106158 | San Rafael, CA | Corporate platform Corporation | $941.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAGAN ASSOCIATES INC CRD 107562 | Troy, NY | Corporate platform Corporation | $940.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| RUDNEY ASSOCIATES CRD 110235 | Alamo, CA | Corporate platform Corporation | $940.2M | 1 advisors | Percentage of AUM; RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS | View |