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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 | |||||
|---|---|---|---|---|---|---|---|
| MONTROSE ADVISORS INC CRD 105918 | New York, NY | Corporate platform Corporation | $670.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST FINANCIAL COACHING, INC. CRD 152070 | Mt. Clemens, MI | Corporate platform Corporation | $670.6M | 14 advisors | Fixed fees; SOLICITORS FEES | View | |
| NORTHLEAF CAPITAL ADVISORS LTD. CRD 145014 | Toronto, Ontario | Corporate platform Corporation | $670.4M | 70 advisors | Percentage of AUM; Performance-based fees | View | |
| LOMBARD ADVISERS INCORPORATED CRD 108231 | Baltimore, MD | Corporate platform Corporation | $669.8M | 30 advisors | Percentage of AUM; Fixed fees | View | |
| PACIFIC CAPITAL CRD 159294 | Corona, CA | Corporate platform Corporation | $668.6M | 6 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| THE OAK RIDGE FINANCIAL SERVICES GROUP, INC CRD 42941 | Golden Valley, MN | Corporate platform Corporation | $668.6M | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPYRE WEALTH PARTNERS CRD 107212 | Overland Park, KS | Corporate platform Corporation | $668.3M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IRC WEALTH CRD 132022 | Atlanta, GA | Corporate platform Corporation | $666.7M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS CAPITAL CORPORATION CRD 112323 | Braintree, MA | Corporate platform Corporation | $663.6M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALVERT STREET CAPITAL PARTNERS, INC. CRD 158096 | Towson, MD | Corporate platform Corporation | $663.1M | 17 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| BARE WEALTH ADVISORS CRD 328043 | Gap, PA | Corporate platform Corporation | $662.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| THE GENWEALTH GROUP, INC. CRD 154569 | Maplewood, NJ | Corporate platform Corporation | $661.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BANORTE ASSET MANAGEMENT, INC. CRD 290555 | Houston, TX | Corporate platform Corporation | $661.2M | 17 advisors | Percentage of AUM | View | |
| WILLIAMS ASSET MANAGEMENT CRD 338196 | Columbia, MD | Corporate platform Corporation | $661.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HOLDERNESS INVESTMENTS CO CRD 106530 | Greensboro, NC | Corporate platform Corporation | $660.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMA ASSET MANAGEMENT INC CRD 106095 | Dallas, TX | Corporate platform Corporation | $657.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SPECTRUM ASSET MANAGEMENT INC CRD 111007 | Newport Beach, CA | Corporate platform Corporation | $657.3M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNELL POCHILY INVESTMENT ADVISORS, INC. CRD 145355 | Ithaca, NY | Corporate platform Corporation | $654.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLABORATIVE WEALTH CRD 142106 | Lake Mary, FL | Corporate platform Corporation | $653.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLEGIATE CAPITAL MANAGEMENT, INC. CRD 118205 | Raleigh, NC | Corporate platform Corporation | $653.0M | 4 advisors | Percentage of AUM | View | |
| WEBER ASSET MANAGEMENT, INC. CRD 106267 | Lake Success, NY | Corporate platform Corporation | $651.5M | 7 advisors | Percentage of AUM | View | |
| ADVANCED ASSET MANAGEMENT ADVISORS, INC. CRD 119859 | Dublin, OH | Corporate platform Corporation | $651.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MONEX ASSET MANAGEMENT, INC. CRD 148123 | Houston, TX | Corporate platform Corporation | $650.9M | 17 advisors | Percentage of AUM; Fixed fees | View | |
| MIDWEST PROFESSIONAL PLANNERS, LTD. CRD 112995 | Wausau, WI | Corporate platform Corporation | $649.3M | 15 advisors | Percentage of AUM · Hourly charges +2 more | View |