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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 | |||||
|---|---|---|---|---|---|---|---|
| SYVERSON STREGE CRD 109228 | West Des Moines, IA | Corporate platform Corporation | $910.8M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CULLEN INVESTMENT GROUP CRD 18266 | Lafayette, LA | Corporate platform Corporation | $910.0M | 5 advisors | Percentage of AUM | View | |
| CLAYTON WEALTH PARTNERS CRD 105898 | Topeka, KS | Corporate platform Corporation | $909.8M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. CRD 13609 | Cedar Rapids, IA | Corporate platform Corporation | $906.4M | 100 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RICHARD P. SLAUGHTER ASSOCIATES, INC. CRD 109080 | Austin, TX | Corporate platform Corporation | $905.2M | 12 advisors | Percentage of AUM; Hourly charges | View | |
| HOLOWESKO PARTNERS LTD. CRD 155703 | Nassau | Corporate platform Corporation | $904.1M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MENGIS CAPITAL MANAGEMENT, INC. CRD 117127 | Portland, OR | Corporate platform Corporation | $903.5M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| MARSJEWETT FINANCIAL GROUP CRD 297388 | Bellevue, WA | Corporate platform Corporation | $901.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| NIPPON VALUE INVESTORS CRD 140500 | Tokyo | Corporate platform Corporation | $898.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ASSET MANAGEMENT GROUP, INC. CRD 110116 | Stamford, CT | Corporate platform Corporation | $898.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CHRISTOPHER WEIL & CO INC CRD 22090 | San Diego, CA | Corporate platform Corporation | $896.2M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| KELMAN LAZAROV INC CRD 107727 | Memphis, TN | Corporate platform Corporation | $894.6M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAKROD INVESTMENT ASSOCIATES INC CRD 110325 | Verona, NJ | Corporate platform Corporation | $894.4M | 2 advisors | Percentage of AUM | View | |
| BCG SECURITIES, INC. CRD 70 | Cherry Hill, NJ | Corporate platform Corporation | $894.2M | 33 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD. CRD 324043 | Singapore | Corporate platform Corporation | $893.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JLB & ASSOCIATES INC CRD 104655 | Plymouth, MI | Corporate platform Corporation | $892.7M | 3 advisors | Percentage of AUM | View | |
| SWISSPARTNERS ADVISORS CRD 148721 | Zurich, CA | Corporate platform Corporation | $891.8M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| THOMAS J. HERZFELD ADVISORS, INC. CRD 108369 | Miami Beach, FL | Corporate platform Corporation | $890.4M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| J.P. KING ADVISORS, INC. CRD 112109 | Walnut Creek, CA | Corporate platform Corporation | $889.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BIN YUAN CAPITAL LIMITED CRD 170109 | Hong Kong | Corporate platform Corporation | $888.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BERNICKE WEALTH MANAGEMENT CRD 335431 | Altoona, WI | Corporate platform Corporation | $887.4M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| COVINGTON INVESTMENT ADVISORS, INC. CRD 127270 | Ligonier, PA | Corporate platform Corporation | $885.9M | 4 advisors | Percentage of AUM | View | |
| ROBERT HARRELL, INCORPORATED CRD 106191 | Austin, TX | Corporate platform Corporation | $885.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| UNITED CAPITAL MANAGEMENT OF KANSAS, INC. CRD 157755 | Salina, KS | Corporate platform Corporation | $884.8M | 23 advisors | Percentage of AUM · Fixed fees +1 more | View |