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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 | |||||
|---|---|---|---|---|---|---|---|
| MCNAMARA FINANCIAL SERVICES, INC. CRD 154311 | Marshfield, MA | Corporate platform Corporation | $797.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROFFITT & GOODSON INC. CRD 105278 | Knoxville, TN | Corporate platform Corporation | $797.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CRD 319 | Washington, DC | Corporate platform Corporation | $797.4M | 22 advisors | Percentage of AUM | View | |
| WESTWIND CAPITAL CRD 106802 | Las Cruces, NM | Corporate platform Corporation | $795.9M | 8 advisors | Percentage of AUM | View | |
| MCRAE CAPITAL MANAGEMENT INC. CRD 104567 | Morristown, NJ | Corporate platform Corporation | $795.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| Q3 ASSET MANAGEMENT CORPORATION CRD 137839 | Birmingham, MI | Corporate platform Corporation | $794.7M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HURLOW WEALTH MANAGEMENT GROUP, INC. CRD 282587 | Bloomington, IN | Corporate platform Corporation | $794.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONARCH PLAN ADVISORS CRD 286612 | Simi Valley, CA | Corporate platform Corporation | $792.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| THE WEALTH COLLABORATIVE, INC. CRD 142618 | Corona Del Mar, CA | Corporate platform Corporation | $791.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WESTHILL FINANCIAL ADVISORS, INC. CRD 152506 | San Rafael, CA | Corporate platform Corporation | $789.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOEY INVESTMENTS, INC. CRD 152103 | Coatesville, PA | Corporate platform Corporation | $788.3M | 1 advisors | Percentage of AUM | View | |
| BELL INVESTMENT ADVISORS INC CRD 108383 | Orinda, CA | Corporate platform Corporation | $787.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYCAMORE FINANCIAL GROUP CRD 14143 | Kokomo, IN | Corporate platform Corporation | $787.4M | 4 advisors | Percentage of AUM | View | |
| PIN OAK INVESTMENT ADVISORS INC CRD 105550 | Houston, TX | Corporate platform Corporation | $784.8M | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| FLAGSTAR ADVISORS, INC. CRD 104233 | New York, NY | Corporate platform Corporation | $784.3M | 37 advisors | Percentage of AUM | View | |
| AUGUSTINE ASSET MANAGEMENT INC CRD 105801 | Jacksonville, FL | Corporate platform Corporation | $783.3M | 4 advisors | Percentage of AUM | View | |
| HARFST AND ASSOCIATES, INC. CRD 145090 | Sheridan, WY | Corporate platform Corporation | $783.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD PORT ADVISORS CRD 108228 | Portland, ME | Corporate platform Corporation | $782.8M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERANT INVESTMENTS, INC. CRD 117284 | Coral Gables, FL | Corporate platform Corporation | $782.4M | 22 advisors | Percentage of AUM | View | |
| CLARITY CAPITAL KCPS LTD CRD 160662 | Ramat-Gan, MN | Corporate platform Corporation | $782.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HUNTLEIGH ADVISORS, INC. CRD 113412 | St.. Louis, MO | Corporate platform Corporation | $781.8M | 55 advisors | Percentage of AUM; SOLICITOR/THIRD PARTY MANAGER FEES | View | |
| WHELAN FINANCIAL CRD 107227 | Fresno, CA | Corporate platform Corporation | $781.8M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| FACTOR WEALTH MANAGEMENT CRD 104708 | Chicago, IL | Corporate platform Corporation | $781.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIPE & DALTON INVESTMENT COUNSEL CRD 132737 | Syracuse, NY | Corporate platform Corporation | $779.9M | 2 advisors | Percentage of AUM | View |