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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 | |||||
|---|---|---|---|---|---|---|---|
| ACCUVEST GLOBAL ADVISORS, INC. CRD 134096 | Provo, UT | Corporate platform Corporation | $630.5M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DAVIDSON CAPITAL MANAGEMENT, INC CRD 112232 | Corpus Christi, TX | Corporate platform Corporation | $630.3M | 4 advisors | Percentage of AUM | View | |
| SEARLE & CO. CRD 13035 | Greenwich, CT | Corporate platform Corporation | $629.9M | 7 advisors | Percentage of AUM; Commissions | View | |
| CORNERSTONE WEALTH MANAGEMENT CRD 106950 | Westlake, OH | Corporate platform Corporation | $628.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERIDIAN INVESTMENT ADVISORS, INC. CRD 107593 | Indianapolis, IN | Corporate platform Corporation | $628.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINDEC WEALTH SERVICES, INC. CRD 311949 | Stockton, CA | Corporate platform Corporation | $627.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KUTSCHER BENNER BARSNESS & STEVENS, INC. CRD 107475 | Seattle, WA | Corporate platform Corporation | $627.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINSLOW ASSET MANAGEMENT INC CRD 106337 | Beachwood, OH | Corporate platform Corporation | $626.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| EPSILON FINANCIAL GROUP, INC. CRD 111990 | Fairfield, CA | Corporate platform Corporation | $626.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B&C FINANCIAL ADVISORS CRD 110295 | Ponte Vedra Beach, FL | Corporate platform Corporation | $626.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLIMBER CAPITAL SA CRD 284784 | Nyon, Vaud, CA | Corporate platform Corporation | $625.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PVG ASSET MANAGEMENT CORP CRD 105541 | Centennial, CO | Corporate platform Corporation | $624.9M | 6 advisors | Percentage of AUM | View | |
| BRAVE FAMILY ADVISORS CRD 108512 | Summit, NJ | Corporate platform Corporation | $624.3M | 5 advisors | Percentage of AUM | View | |
| SHERRILL & HUTCHINS FINANCIAL ADVISORY INC CRD 105302 | Atlanta, GA | Corporate platform Corporation | $623.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DHJJ FINANCIAL ADVISORS CRD 107034 | Naperville, IL | Corporate platform Corporation | $623.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FCA CORP CRD 110658 | Houston, TX | Corporate platform Corporation | $623.1M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAPANOWICZ FINANCIAL CRD 157523 | Pittsburgh, PA | Corporate platform Corporation | $622.3M | 7 advisors | Percentage of AUM; PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME | View | |
| AVISO WEALTH MANAGEMENT CRD 108146 | Bellevue, WA | Corporate platform Corporation | $621.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ADVISERS, INC. CRD 118442 | Raleigh, NC | Corporate platform Corporation | $620.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BNA WEALTH CRD 39326 | Rock Hill, SC | Corporate platform Corporation | $619.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CORUS FAMILY WEALTH ADVISORS, INC. CRD 114702 | Mckinney, TX | Corporate platform Corporation | $619.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALEXANDER LABRUNERIE & CO., INC. CRD 117153 | Columbia, MO | Corporate platform Corporation | $618.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| WHITE OAKS WEALTH ADVISORS, INC. CRD 173522 | Minneapolis, MN | Corporate platform Corporation | $618.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REGIS METRO ASSOCIATES, INC. CRD 160859 | San Francisco, CA | Corporate platform Corporation | $617.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View |