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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 | |||||
|---|---|---|---|---|---|---|---|
| TOTAL CLARITY WEALTH MANAGEMENT, INC CRD 142728 | St.. Charles, IL | Corporate platform Corporation | $755.4M | 20 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NAVPOINT FINANCIAL, INC. CRD 109432 | Prior Lake, MN | Corporate platform Corporation | $752.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALLAST, INC. CRD 152695 | Lexington, KY | Corporate platform Corporation | $751.5M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NYMBUS CAPITAL INC. CRD 298214 | Montreal, Quebec | Corporate platform Corporation | $751.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TILSON FINANCIAL GROUP INC CRD 110890 | New Providence, NJ | Corporate platform Corporation | $750.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEVENS FOSTER FINANCIAL ADVISORS CRD 115752 | Bloomington, MN | Corporate platform Corporation | $750.4M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HOPWOOD FINANCIAL SERVICES, INC. CRD 127927 | Reston, VA | Corporate platform Corporation | $750.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERDE CAPITAL MANAGEMENT, INC. CRD 147179 | Clarkston, MI | Corporate platform Corporation | $749.8M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| SFE INVESTMENT COUNSEL INC. CRD 145530 | Los Angeles, CA | Corporate platform Corporation | $748.4M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| PORTER WHITE INVESTMENT ADVISORS, INC. CRD 110876 | Birmingham, AL | Corporate platform Corporation | $748.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALLER FINANCIAL PLANNING GROUP, INC. CRD 159564 | Columbus, OH | Corporate platform Corporation | $747.8M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PETRA CAPITAL MANAGEMENT, INC. CRD 277042 | Seoul | Corporate platform Corporation | $747.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| DUDLEY & SHANLEY, INC. CRD 157515 | Palm Beach, FL | Corporate platform Corporation | $746.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL INSIGHTS WEALTH MANAGEMENT CRD 108797 | Tacoma, WA | Corporate platform Corporation | $746.7M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| DISCIPLINE WEALTH SOLUTIONS, INC. CRD 315846 | Greenville, SC | Corporate platform Corporation | $746.7M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEAMOUNT FINANCIAL GROUP INC CRD 107834 | Colorado Springs, CO | Corporate platform Corporation | $745.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARR FINANCIAL GROUP CRD 317321 | Worcester, MA | Corporate platform Corporation | $744.2M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| JOHN E. SESTINA AND COMPANY CRD 108634 | Columbus, OH | Corporate platform Corporation | $744.0M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| KENDALL CAPITAL MANAGEMENT CRD 134740 | Rockville, MD | Corporate platform Corporation | $743.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| MISSION CREEK CAPITAL PARTNERS, INC. CRD 151514 | San Francisco, CA | Corporate platform Corporation | $741.6M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUGUST GROUP CRD 311499 | Toronto, AZ | Corporate platform Corporation | $740.3M | 3 advisors | Percentage of AUM; PERCENTAGE OF NET WORTH | View | |
| BAROMETER CAPITAL MANAGEMENT CRD 156409 | Toronto, Ontario | Corporate platform Corporation | $737.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CARLSON INVESTMENTS CRD 105729 | Concord, NH | Corporate platform Corporation | $735.5M | 8 advisors | Percentage of AUM | View | |
| NEWMAN DIGNAN & SHEERAR, INC CRD 107565 | Providence, RI | Corporate platform Corporation | $731.3M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View |