Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| EAST END FINANCIAL GROUP, INC. CRD 110584 | Riverhead, NY | Corporate platform Corporation | $689.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAROTTA WEALTH MANAGEMENT, INC. CRD 115645 | Charlottesville, VA | Corporate platform Corporation | $686.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHERN FINANCIAL ADVISORS, INC CRD 121088 | Bloomfield Hills, MI | Corporate platform Corporation | $684.0M | 9 advisors | Fixed fees | View | |
| PHOCAS FINANCIAL CORPORATION CRD 135470 | Alameda, CA | Corporate platform Corporation | $682.7M | 5 advisors | Percentage of AUM | View | |
| RC CAPITAL CRD 162297 | Cincinnati, OH | Corporate platform Corporation | $682.1M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| VENTIRA PRIVATE WEALTH MANAGEMENT LTD. CRD 164792 | Zurich, FL | Corporate platform Corporation | $682.0M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| DASH INVESTMENTS CRD 135281 | Woodland Hills, CA | Corporate platform Corporation | $681.6M | 7 advisors | Percentage of AUM | View | |
| VON BORSTEL & ASSOCIATES CRD 309746 | The Dalles, OR | Corporate platform Corporation | $680.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTURY MANAGEMENT FINANCIAL ADVISORS CRD 112308 | Austin, TX | Corporate platform Corporation | $679.5M | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAXON FINANCIAL GROUP CRD 311687 | Houston, TX | Corporate platform Corporation | $679.1M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIGNAL SECURITIES, INC. CRD 15916 | Fort Worth, TX | Corporate platform Corporation | $679.1M | 23 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THOR WEALTH MANAGEMENT INC CRD 105902 | Cincinnati, OH | Corporate platform Corporation | $678.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| HYPOSWISS ADVISORS SA CRD 157400 | Geneva, CA | Corporate platform Corporation | $678.3M | 4 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| CASTLE HARLAN, INC. CRD 158106 | New York, NY | Corporate platform Corporation | $678.0M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL STRATEGIES GROUP, INC CRD 289054 | Okemos, MI | Corporate platform Corporation | $677.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARDEROCK CAPITAL MANAGEMENT, INC. CRD 104570 | Chevy Chase, MD | Corporate platform Corporation | $677.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| BOSTON RESEARCH AND MANAGEMENT, INC. CRD 107643 | Manchester, MA | Corporate platform Corporation | $676.2M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| STORDAHL CAPITAL MANAGEMENT, INC. CRD 287916 | Greenwood Village, CO | Corporate platform Corporation | $675.9M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| DEMMING FINANCIAL SERVICES CORP. CRD 120106 | Aurora, OH | Corporate platform Corporation | $675.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RDA FINANCIAL NETWORK CRD 147309 | Akron, IA | Corporate platform Corporation | $675.2M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRAL WEALTH MANAGEMENT CRD 146569 | Turlock, CA | Corporate platform Corporation | $673.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| LIFECYCLE FINANCIAL PLANNERS INC. CRD 290250 | Bloomfield Hills, MI | Corporate platform Corporation | $671.7M | 9 advisors | Fixed fees | View | |
| DIVERSIFI CAPITAL INC CRD 242788 | Los Altos, CA | Corporate platform Corporation | $671.4M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PLANNED SOLUTIONS, INC. CRD 105052 | Folsom, CA | Corporate platform Corporation | $671.0M | 6 advisors | Percentage of AUM; Hourly charges | View |