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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 | |||||
|---|---|---|---|---|---|---|---|
| LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. CRD 167243 | Hauppauge, NY | Corporate platform Corporation | $883.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PARK PLACE CAPITAL CORPORATION CRD 107952 | Homewood, AL | Corporate platform Corporation | $879.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHATHAM CAPITAL GROUP INC CRD 106174 | Savannah, GA | Corporate platform Corporation | $878.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| NOESIS CAPITAL MANAGEMENT CORP CRD 110819 | Boca Raton, FL | Corporate platform Corporation | $876.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ICON ADVISERS, INC. CRD 108268 | Greenwood Village, CO | Corporate platform Corporation | $875.9M | 5 advisors | Percentage of AUM; ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS | View | |
| LEISURE CAPITAL MANAGEMENT, INC. CRD 120374 | Costa Mesa, CA | Corporate platform Corporation | $874.0M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| ALPHA CAPITAL MANAGEMENT CRD 121703 | Austin, TX | Corporate platform Corporation | $871.4M | 5 advisors | Percentage of AUM | View | |
| ATLAS CAPITAL MANAGEMENT CORP CRD 106107 | Ft. Wayne, IN | Corporate platform Corporation | $869.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CIRCLE ADVISERS INC CRD 110818 | New York, NY | Corporate platform Corporation | $868.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY FINANCIAL CORPORATION CRD 137125 | Jackson, WY | Corporate platform Corporation | $868.1M | 21 employees | Percentage of AUM | View | |
| VANTAGE FINANCIAL GROUP, INC. CRD 105950 | Cleveland, OH | Corporate platform Corporation | $866.9M | 22 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CARSON ADVISORY GROUP CRD 117410 | Athens, GA | Corporate platform Corporation | $864.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENROCK RESEARCH, INC. CRD 131825 | Chicago, IL | Corporate platform Corporation | $863.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LEVEL FINANCIAL ADVISORS, INC. CRD 110641 | East Amherst, NY | Corporate platform Corporation | $862.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCMILL CPA AND ADVISORS CRD 129015 | Norfolk, NE | Corporate platform Corporation | $862.3M | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRONT STREET CAPITAL MANAGEMENT, INC. CRD 141974 | Missoula, MT | Corporate platform Corporation | $862.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERIDIAN INVESTMENT ADVISORS CRD 110216 | Little Rock, AR | Corporate platform Corporation | $861.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ELITE WEALTH MANAGEMENT, INC. CRD 132122 | Kirkland, WA | Corporate platform Corporation | $861.3M | 3 advisors | Percentage of AUM | View | |
| INVESCO PRIVATE CAPITAL, INC. CRD 107584 | New York, NY | Corporate platform Corporation | $860.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROBITY ADVISORS, INC. CRD 121849 | Dallas, TX | Corporate platform Corporation | $859.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PINNEY & SCOFIELD, INC. CRD 105365 | Cambridge, MA | Corporate platform Corporation | $858.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| BLUME CAPITAL MANAGEMENT, INC. CRD 111768 | Berkeley, CA | Corporate platform Corporation | $856.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIRCHWOOD FINANCIAL PARTNERS, INC. CRD 169962 | Bloomington, MN | Corporate platform Corporation | $853.2M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PJS INVESTMENT MANAGEMENT CRD 104701 | Cedarburg, WI | Corporate platform Corporation | $852.0M | 6 advisors | Percentage of AUM; Fixed fees | View |