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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 | |||||
|---|---|---|---|---|---|---|---|
| DALE K. EHRHART, INC. CRD 35971 | Venice, FL | Corporate platform Corporation | $648.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TRIUMPH CAPITAL MANAGEMENT CRD 282814 | Denver, CO | Corporate platform Corporation | $645.6M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHANKERVALLEAU WEALTH ADVISORS, INC. CRD 117527 | Skokie, IL | Corporate platform Corporation | $645.3M | 6 advisors | Percentage of AUM | View | |
| RICHARDS MERRILL WEALTH MANAGEMENT CRD 713 | Spokane, WA | Corporate platform Corporation | $643.6M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| HERITAGE WEALTH MANAGEMENT, INC. CRD 316956 | San Diego, CA | Corporate platform Corporation | $643.4M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CHAPIN DAVIS ASSET MANAGEMENT CRD 28116 | Baltimore, MD | Corporate platform Corporation | $642.8M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FINANCIAL RESOURCE CENTER CRD 316747 | Carmel, IN | Corporate platform Corporation | $642.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANITE HARBOR ADVISORS, INC. CRD 179523 | Houston, TX | Corporate platform Corporation | $642.1M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PHOENIX WEALTH ADVISORS INC. CRD 118412 | Chapel Hill, NC | Corporate platform Corporation | $641.4M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RIGGS ASSET MANAGEMENT CO INC CRD 107233 | Dallas, PA | Corporate platform Corporation | $640.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MWA FINANCIAL SERVICES, INC. CRD 112630 | Rock Island, IL | Corporate platform Corporation | $640.0M | 164 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE WATCHMAN GROUP, INC. CRD 133690 | Plano, TX | Corporate platform Corporation | $639.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHEAST ADVISERS, INC. CRD 108835 | Paoli, PA | Corporate platform Corporation | $639.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELLATORE FINANCIAL, INC. CRD 143543 | The Woodlands, TX | Corporate platform Corporation | $638.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLORADO CAPITAL MANAGEMENT CRD 114011 | Boulder, CO | Corporate platform Corporation | $638.4M | 10 advisors | Percentage of AUM; Hourly charges | View | |
| HEMSLEY ADVISORS, LTD. CRD 106414 | Chicago, IL | Corporate platform Corporation | $638.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RESOURCE FINANCIAL GROUP, LTD. CRD 119833 | Wilmette, IL | Corporate platform Corporation | $637.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FISCHER FINANCIAL SERVICES INC CRD 104616 | Harrisburg, PA | Corporate platform Corporation | $636.1M | 3 advisors | Percentage of AUM | View | |
| NORTHWEST FINANCIAL SERVICES INC CRD 106805 | Indianapolis, IN | Corporate platform Corporation | $634.9M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| KENNEDY INVESTMENT GROUP CRD 322605 | West Deptford, NJ | Corporate platform Corporation | $633.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| VICKERMAN INVESTMENT ADVISORS, INC. CRD 313240 | Spokane, WA | Corporate platform Corporation | $632.3M | 5 advisors | Percentage of AUM | View | |
| HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. CRD 161288 | IN | Corporate platform Corporation | $631.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PEAK RETIREMENT PLANNING, INC. CRD 317592 | Columbus, OH | Corporate platform Corporation | $631.0M | 16 advisors | Percentage of AUM; Fixed fees | View | |
| STUART INVESTMENT ADVISORS, INC. CRD 109995 | Austin, TX | Corporate platform Corporation | $630.5M | 2 advisors | Percentage of AUM | View |