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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 | |||||
|---|---|---|---|---|---|---|---|
| SAFANAD INC. CRD 170969 | New York, NY | Corporate platform Corporation | $779.8M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| RAMSAY STATTMAN VELA & PRICE INC CRD 105156 | Colorado Springs, CO | Corporate platform Corporation | $778.5M | 5 advisors | Percentage of AUM | View | |
| M3F, INC. CRD 151191 | Salt Lake City, UT | Corporate platform Corporation | $778.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MELD FINANCIAL, INC. CRD 118896 | Birmingham, AL | Corporate platform Corporation | $776.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWGEN ASSET MANAGEMENT LIMITED CRD 163822 | Toronto, Ontario | Corporate platform Corporation | $774.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| T VENTURES MANAGEMENT CO, LTD. CRD 296775 | Sydney Nsw, CA | Corporate platform Corporation | $773.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NORTH POINT PORTFOLIO MANAGERS CORPORATION CRD 111257 | Orange Village, OH | Corporate platform Corporation | $773.3M | 6 advisors | Percentage of AUM | View | |
| CEDERBERG CAPITAL ASIA LIMITED CRD 328093 | Tsim Sha Tsui, Kowloon | Corporate platform Corporation | $772.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CEDERBERG CAPITAL LIMITED CRD 297836 | London | Corporate platform Corporation | $772.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GRANT STREET ASSET MANAGEMENT INC CRD 106980 | Canonsburg, PA | Corporate platform Corporation | $768.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| HENNION & WALSH ASSET MANAGEMENT, INC. CRD 126236 | Parsippany, NJ | Corporate platform Corporation | $768.8M | 11 advisors | Percentage of AUM; Commissions | View | |
| WILSEY ASSET MANAGEMENT INCORPORATED CRD 130482 | San Diego, CA | Corporate platform Corporation | $768.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SHAH CAPITAL MANAGEMENT CRD 133941 | Raleigh, NC | Corporate platform Corporation | $768.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COMMUNITY US FUND MANAGEMENT, INC. CRD 313802 | CA | Corporate platform Corporation | $767.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| WISDOMTREE DIGITAL MANAGEMENT, INC. CRD 322139 | New York, NY | Corporate platform Corporation | $766.0M | 3 advisors | Percentage of AUM | View | |
| MOLDENHAUER & ASSOCIATES CRD 337303 | Orchard Park, NY | Corporate platform Corporation | $764.9M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAVIRA FINANCIAL CRD 299666 | London, England | Corporate platform Corporation | $764.2M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST FINANCIAL CONSULTING CRD 107456 | Pasadena, CA | Corporate platform Corporation | $762.6M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| STERLING FINANCIAL PLANNING INC CRD 108664 | Sparta, NJ | Corporate platform Corporation | $760.8M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AMERICAN WEALTH MANAGEMENT CRD 122205 | Reno, NV | Corporate platform Corporation | $760.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION CRD 107777 | Lake Oswego, OR | Corporate platform Corporation | $758.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARATUS FINANCIAL, INC. CRD 133361 | Dallas, TX | Corporate platform Corporation | $757.4M | 7 advisors | Hourly charges; Fixed fees | View | |
| MOLLER WEALTH PARTNERS CRD 110493 | Northfield, IL | Corporate platform Corporation | $755.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE FIN CAPITAL, INC. CRD 108451 | Warren, RI | Corporate platform Corporation | $755.9M | 2 advisors | Percentage of AUM | View |