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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 | |||||
|---|---|---|---|---|---|---|---|
| ASCENSION CAPITAL ADVISORS, INC. CRD 109518 | Houston, TX | Corporate platform Corporation | $938.5M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ROBERTS, GLORE & CO. CRD 109792 | Deerfield, IL | Corporate platform Corporation | $938.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BRILLIANCE ASSET MANAGEMENT LIMITED CRD 282553 | Hong Kong | Corporate platform Corporation | $936.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HARTLINE INVESTMENT CORPORATION CRD 106923 | Winnetka, IL | Corporate platform Corporation | $935.5M | 3 advisors | Percentage of AUM | View | |
| FINANCIAL SOLUTIONS ADVISORY GROUP CRD 125218 | Chicago, IL | Corporate platform Corporation | $935.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEM WEALTH MANAGEMENT CRD 112142 | Tucson, AZ | Corporate platform Corporation | $933.5M | 4 advisors | Percentage of AUM | View | |
| J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD CRD 292433 | Geneva, CA | Corporate platform Corporation | $931.9M | 5 advisors | Percentage of AUM; WRAP FEE PROGRAM | View | |
| FRISCH FINANCIAL GROUP, INC. CRD 126524 | Melville, NY | Corporate platform Corporation | $931.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| BRIGHTON SECURITIES CORP. CRD 3875 | Rochester, NY | Corporate platform Corporation | $931.0M | 21 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SANDALWOOD SECURITIES, INC. CRD 27240 | Roseland, NJ | Corporate platform Corporation | $930.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GALECKI FINANCIAL MANAGEMENT INC CRD 107218 | Fort Wayne, IN | Corporate platform Corporation | $929.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNTAIN CAPITAL INVESTMENT ADVISORS INC CRD 156660 | Westminster, CO | Corporate platform Corporation | $929.1M | 15 advisors | Percentage of AUM | View | |
| STATHEROS FINANCIAL SOLUTIONS, INC. CRD 306217 | El Dorado Hills, CA | Corporate platform Corporation | $926.2M | 11 advisors | Percentage of AUM | View | |
| PCJ INVESTMENT COUNSEL LTD. CRD 174083 | Toronto, Ontario | Corporate platform Corporation | $924.3M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. CRD 108030 | CA | Corporate platform Corporation | $918.6M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAINEY & RANDALL WEALTH ADVISORS, INC. CRD 116251 | Celebration, FL | Corporate platform Corporation | $918.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| MRAZ AND ASSOCIATES CRD 158338 | Modesto, CA | Corporate platform Corporation | $917.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DILLON & ASSOCIATES INC CRD 104662 | Jackson, MI | Corporate platform Corporation | $916.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GOODMAN FINANCIAL CORPORATION CRD 114637 | Houston, TX | Corporate platform Corporation | $915.9M | 16 advisors | Percentage of AUM; Hourly charges | View | |
| RFE MANAGEMENT CORPORATION CRD 160360 | Westport, CT | Corporate platform Corporation | $913.3M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIAUD FINANCIAL ADVISORS CRD 105638 | College Station, TX | Corporate platform Corporation | $912.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PEAK WEALTH SOLUTIONS CRD 127391 | Pepper Pike, OH | Corporate platform Corporation | $911.6M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRUBEE WEALTH ADVISORS, INC. CRD 3618 | Buffalo, NY | Corporate platform Corporation | $911.5M | 14 advisors | Percentage of AUM; Fixed fees | View | |
| NESTEGGS, INC. CRD 133507 | Jacksonville, FL | Corporate platform Corporation | $911.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View |