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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 | |||||
|---|---|---|---|---|---|---|---|
| THE CAPITAL MANAGEMENT CORPORATION CRD 112242 | Glen Allen, VA | Corporate platform Corporation | $710.1M | 7 advisors | Percentage of AUM | View | |
| NAVISTA WEALTH MANAGEMENT, INC. CRD 332373 | Minnetonka, MN | Corporate platform Corporation | $709.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROGAN & ASSOCIATES CRD 42762 | Safety Harbor, FL | Corporate platform Corporation | $709.6M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| BOND & DEVICK WEALTH PARTNERS CRD 283682 | Saint Louis Park, MN | Corporate platform Corporation | $705.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REMPART ASSET MANAGEMENT CRD 154209 | Montreal, Quebec, TX | Corporate platform Corporation | $705.2M | 5 advisors | Percentage of AUM | View | |
| HALTER FERGUSON FINANCIAL INC CRD 109563 | Carmel, IN | Corporate platform Corporation | $705.0M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CRD 148494 | Singapore City | Corporate platform Corporation | $702.7M | 4 advisors | FEES FROM PARENT COMPANY REVIEWED ANNUALLY | View | |
| CORE WEALTH ADVISORS, INC. CRD 174386 | Lakeland, FL | Corporate platform Corporation | $702.1M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. CRD 109767 | Norwell, MA | Corporate platform Corporation | $701.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PREISZ FINANCIAL CRD 144469 | Portland, OR | Corporate platform Corporation | $701.7M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 360 FINANCIAL CRD 168600 | Wayzata, MN | Corporate platform Corporation | $700.5M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HFM WEALTH MANAGEMENT CRD 105039 | West Hartford, CT | Corporate platform Corporation | $699.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMUM QUANTVEST CORPORATION CRD 301469 | Dallas, TX | Corporate platform Corporation | $695.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGH FALLS ADVISORS, INC. CRD 108678 | Rochester, NY | Corporate platform Corporation | $694.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. CRD 226535 | Bristol, CT | Corporate platform Corporation | $694.3M | 27 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MONEDA USA, INC. CRD 157833 | New York, NY | Corporate platform Corporation | $694.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CAMBRIDGE ADVISORS INC CRD 104851 | Omaha, NE | Corporate platform Corporation | $693.5M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BW & ASSOCIATES, INC. CRD 116471 | Orange, CA | Corporate platform Corporation | $692.8M | 2 advisors | Percentage of AUM | View | |
| VERECAN CAPITAL MANAGEMENT INC. CRD 336801 | Halifax, OH | Corporate platform Corporation | $692.7M | 18 advisors | Percentage of AUM | View | |
| RAMSEY QUANTITATIVE SYSTEMS, INC. CRD 175257 | Louisville, KY | Corporate platform Corporation | $691.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| LAZARI CAPITAL MANAGEMENT, INC. CRD 172932 | Burbank, CA | Corporate platform Corporation | $691.1M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. CRD 152104 | Coral Gables, FL | Corporate platform Corporation | $690.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PLAN GROUP FINANCIAL, INC. CRD 116508 | Oklahoma City, OK | Corporate platform Corporation | $690.3M | 17 advisors | Percentage of AUM; Fixed fees | View | |
| FAMILY INVESTMENT CENTER CRD 113799 | Saint Joseph, MO | Corporate platform Corporation | $689.3M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View |