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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 | |||||
|---|---|---|---|---|---|---|---|
| FSA WEALTH PARTNERS CRD 104513 | Rockville, MD | Corporate platform Corporation | $819.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORS MANAGEMENT GROUP INC CRD 113020 | La Crosse, WI | Corporate platform Corporation | $819.6M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEAR BROOK ADVISORS, INC. CRD 132045 | Boston, MA | Corporate platform Corporation | $817.8M | 4 advisors | Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| A. N. CULBERTSON & COMPANY, INC. CRD 108341 | Charlottesville, VA | Corporate platform Corporation | $817.8M | 5 advisors | Percentage of AUM | View | |
| SSA WEALTH ADVISORS CRD 161357 | Zurich, CA | Corporate platform Corporation | $817.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| LORNE STEINBERG WEALTH MANAGEMENT INC. CRD 290262 | Montreal, Quebec, CA | Corporate platform Corporation | $814.4M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ELDRIDGE INVESTMENT ADVISORS INC CRD 106380 | Manchester, NH | Corporate platform Corporation | $814.3M | 8 advisors | Percentage of AUM | View | |
| CLARITAS CAPITAL CRD 329689 | Nashville, TN | Corporate platform Corporation | $814.0M | 6 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. CRD 298353 | Highlands Ranch, CO | Corporate platform Corporation | $813.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ASSETBUILDER, INC. CRD 142665 | Allen, TX | Corporate platform Corporation | $812.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| INVESTMENT MANAGEMENT ASSOCIATES CRD 110900 | Greenwood Village, CO | Corporate platform Corporation | $810.0M | 4 advisors | Percentage of AUM; CONSULTING FEE BASED ON ASSET SIZE | View | |
| EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | Portland, OR | Corporate platform Corporation | $808.9M | 4 advisors | Percentage of AUM | View | |
| RMWC CRD 147359 | New York, NY | Corporate platform Corporation | $807.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PROVENTUS AG CRD 167142 | Zurich, TX | Corporate platform Corporation | $807.2M | 3 advisors | Percentage of AUM | View | |
| DROMS STRAUSS WEALTH MANAGEMENT CRD 108620 | St.. Louis, MO | Corporate platform Corporation | $806.3M | 5 advisors | Percentage of AUM | View | |
| FIRESTONE CAPITAL MANAGEMENT INC CRD 106366 | South Miami, FL | Corporate platform Corporation | $806.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHSTAR ASSET MANAGEMENT, INC CRD 107138 | Boston, MA | Corporate platform Corporation | $805.9M | 9 advisors | Percentage of AUM | View | |
| HENRICKSON NAUTA WEALTH ADVISORS, INC. CRD 141201 | Belmont, MI | Corporate platform Corporation | $805.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATHMORE CAPITAL ADVISORS CRD 135008 | Charlotte, NC | Corporate platform Corporation | $805.0M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| BARNEGAT FUND MANAGEMENT INC. CRD 158347 | Hoboken, NJ | Corporate platform Corporation | $803.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| THE L. WARNER COMPANIES, INC CRD 108001 | Timonium, MD | Corporate platform Corporation | $802.4M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KUHN ADVISORS, INC. CRD 117816 | Durham, NC | Corporate platform Corporation | $800.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAFFER TENGLER INVESTMENTS, INC. CRD 108068 | Nashville, TN | Corporate platform Corporation | $800.1M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAROLINA WEALTH MANAGEMENT, INC. CRD 131393 | Greenville, NC | Corporate platform Corporation | $798.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View |