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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 | |||||
|---|---|---|---|---|---|---|---|
| WARNER FINANCIAL, INC CRD 135303 | Bethesda, MD | Corporate platform Corporation | $851.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NS MANAGEMENT LTD CRD 297781 | Devonshire, Devonshire | Corporate platform Corporation | $850.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LIBERTY CAPITAL MANAGEMENT INC CRD 106063 | Birmingham, MI | Corporate platform Corporation | $849.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVENIR CORPORATION CRD 110545 | Alexandria, VA | Corporate platform Corporation | $849.3M | 3 advisors | Percentage of AUM | View | |
| PENNSYLVANIA CAPITAL MANAGEMENT INC. CRD 107648 | Huntingdon Valley, PA | Corporate platform Corporation | $848.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MITCHELL CAPITAL MANAGEMENT CO CRD 106338 | Leawood, KS | Corporate platform Corporation | $847.3M | 7 advisors | Percentage of AUM | View | |
| AKKADIAN VENTURES, INC. CRD 171036 | San Francisco, CA | Corporate platform Corporation | $841.2M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TWIN CAPITAL MANAGEMENT INC CRD 104748 | Mcmurray, PA | Corporate platform Corporation | $837.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BFI INFINITY LTD. CRD 158420 | Zurich, AL | Corporate platform Corporation | $837.6M | 15 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINANCIAL SENSE ADVISORS, INC. CRD 111090 | San Diego, CA | Corporate platform Corporation | $835.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOVACAP MANAGEMENT FINANCIAL SERVICES INC. CRD 327205 | Brossard, Quebec | Corporate platform Corporation | $834.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FDX ADVISORS, INC. CRD 104601 | Chicago, IL | Corporate platform Corporation | $832.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LYNCH & ASSOCIATES CRD 108326 | Newburgh, IN | Corporate platform Corporation | $831.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZIONS CAPITAL ADVISORS, INC. CRD 131308 | Salt Lake City, UT | Corporate platform Corporation | $830.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SMITHBRIDGE ASSET MANAGEMENT, INC. CRD 106261 | Chadds Ford, PA | Corporate platform Corporation | $830.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC INVESTMENT SOLUTIONS, INC. CRD 143128 | Orland Park, IL | Corporate platform Corporation | $830.2M | 9 advisors | Percentage of AUM | View | |
| MASON & ASSOCIATES, INC. CRD 141303 | Los Angeles, CA | Corporate platform Corporation | $828.7M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RVK, INC. CRD 18005 | Portland, OR | Corporate platform Corporation | $827.9M | 111 advisors | Hourly charges · Fixed fees +1 more | View | |
| KERSHNER, GROSSO & CO. CRD 105696 | Saratoga Spring, NY | Corporate platform Corporation | $825.5M | 6 advisors | Percentage of AUM | View | |
| FLC CAPITAL ADVISORS CRD 111822 | Palm Desert, CA | Corporate platform Corporation | $822.2M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| J.P. MARVEL WEALTH MANAGEMENT, INC. CRD 144364 | Boston, MA | Corporate platform Corporation | $820.7M | 6 advisors | Percentage of AUM | View | |
| ALBITZ/MILOE AND ASSOCIATES, INC. CRD 104777 | Torrance, CA | Corporate platform Corporation | $820.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALICENTI ADVISORY SERVICES INC CRD 110669 | Elmira, NY | Corporate platform Corporation | $820.0M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| PREMIER FINANCIAL GROUP INC CRD 107314 | Eureka, CA | Corporate platform Corporation | $819.9M | 12 advisors | Percentage of AUM; Fixed fees | View |