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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 | |||||
|---|---|---|---|---|---|---|---|
| QUANTUM FINANCIAL SERVICES INC. CRD 121631 | Indianapolis, IN | Corporate platform Corporation | $730.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TILLER PRIVATE WEALTH, INC. CRD 111268 | Bethlehem, PA | Corporate platform Corporation | $730.3M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| IPSWICH INVESTMENT MANAGEMENT COMPANY, INC CRD 106625 | Beverly, MA | Corporate platform Corporation | $730.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| VARIANT CRD 306409 | New York, NY | Corporate platform Corporation | $729.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LESKO SECURITIES, INC. CRD 10091 | Vestal, NY | Corporate platform Corporation | $728.5M | 12 advisors | Percentage of AUM; Hourly charges | View | |
| COOPERATIVE FUNERAL FUND INC CRD 107631 | Madison, CT | Corporate platform Corporation | $727.8M | 2 advisors | Percentage of AUM | View | |
| QUANTUM FINANCIAL PLANNING SERVICES, INC. CRD 115877 | Spokane, WA | Corporate platform Corporation | $727.2M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILVER HEIGHTS CAPITAL MANAGEMENT INC. CRD 284757 | Toronto, Ontario | Corporate platform Corporation | $727.1M | 2 advisors | Percentage of AUM | View | |
| WOODSTOCK WEALTH MANAGEMENT, INC. CRD 283472 | Woodstock, GA | Corporate platform Corporation | $726.6M | 26 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KAYDAN WEALTH MANAGEMENT, INC. CRD 108964 | Fenton, MI | Corporate platform Corporation | $726.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHT FINANCIAL ADVISORS, INC. CRD 107931 | Portage, MI | Corporate platform Corporation | $725.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PATTEN GROUP, INC. CRD 168255 | Chattanooga, TN | Corporate platform Corporation | $725.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. CRD 286005 | Fort Lauderdale, FL | Corporate platform Corporation | $722.8M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATERETSKY FINANCIAL GROUP CRD 292353 | Boynton Beach, FL | Corporate platform Corporation | $720.8M | 4 advisors | Percentage of AUM | View | |
| RS CRUM INC. CRD 158621 | Newport Beach, CA | Corporate platform Corporation | $720.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH MANAGEMENT ASSOCIATES, INC. CRD 117606 | Cherry Hill, NJ | Corporate platform Corporation | $717.4M | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LYGH CAPITAL PTE. LTD. CRD 321637 | Singapore | Corporate platform Corporation | $716.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| G. A. REPPLE & COMPANY CRD 17486 | Casselberry, FL | Corporate platform Corporation | $716.3M | 39 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| RBF WEALTH ADVISORS CRD 104771 | St.. Louis, MO | Corporate platform Corporation | $716.1M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTRIUS CAPITAL MANAGEMENT, INC. CRD 121529 | Novi, MI | Corporate platform Corporation | $716.0M | 8 advisors | Percentage of AUM | View | |
| FINANCIAL MANAGEMENT STRATEGIES, INC. CRD 120818 | Broadview Hts., OH | Corporate platform Corporation | $714.2M | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXCALIBUR MANAGEMENT CORP CRD 110836 | Waltham, MA | Corporate platform Corporation | $712.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES CRD 311385 | Eden Prairie, MN | Corporate platform Corporation | $711.0M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| LIFELONG WEALTH ADVISORS, INC. CRD 331847 | Arden Hills, MN | Corporate platform Corporation | $710.4M | 8 advisors | Percentage of AUM; Fixed fees | View |