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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 | |||||
|---|---|---|---|---|---|---|---|
| ENDEAVOUR CAPITAL ADVISORS INC. CRD 137689 | Greenwich, CT | Corporate platform Corporation | $602.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LUNT CAPITAL MANAGEMENT INC. CRD 125183 | Holladay, UT | Corporate platform Corporation | $601.5M | 3 advisors | Percentage of AUM | View | |
| STEVENS CAPITAL PARTNERS CRD 317517 | Omaha, NE | Corporate platform Corporation | $600.7M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC CRD 147814 | Carmel, CA | Corporate platform Corporation | $598.7M | 8 advisors | Percentage of AUM | View | |
| WHITENER CAPITAL MANAGEMENT, INC CRD 106865 | Rocky Mount, NC | Corporate platform Corporation | $598.5M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| MEASURED RISK PORTFOLIOS CRD 141422 | San Diego, CA | Corporate platform Corporation | $597.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CFCI CRD 128257 | Bloomington, IN | Corporate platform Corporation | $595.6M | 21 advisors | Percentage of AUM; Hourly charges | View | |
| ENDEAVOR PRIVATE WEALTH, INC. CRD 313053 | Topeka, KS | Corporate platform Corporation | $595.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL RESOURCE MANAGEMENT,INC. CRD 106768 | Deerfield, IL | Corporate platform Corporation | $593.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FUND DIRECT ADVISORS INC. CRD 155363 | Greensboro, NC | Corporate platform Corporation | $593.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| POEHLING CAPITAL MANAGEMENT, INC. CRD 131668 | Madison, WI | Corporate platform Corporation | $591.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE LEGACY FINANCIAL GROUP, INC. CRD 135059 | Tulsa, OK | Corporate platform Corporation | $590.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MASTER'S WEALTH MANAGEMENT INC. CRD 328693 | Leola, PA | Corporate platform Corporation | $589.5M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| VOISARD ASSET MANAGEMENT GROUP CRD 118048 | Grand Rapids, MI | Corporate platform Corporation | $589.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIRFIELD, BUSH & CO. CRD 105970 | Darien, CT | Corporate platform Corporation | $589.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SATIS WEALTH MANAGEMENT CRD 336301 | London, NC | Corporate platform Corporation | $586.2M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'KEEFE STEVENS ADVISORY, INC. CRD 286338 | CA | Corporate platform Corporation | $585.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| AVALON CAPITAL MANAGEMENT CRD 107501 | Port Of Redwood City, CA | Corporate platform Corporation | $582.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| STEWART WEALTH MANAGEMENT, INC. CRD 143425 | San Rafael, CA | Corporate platform Corporation | $581.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HARVEY CAPITAL MANAGEMENT INC CRD 106224 | Palm Beach, FL | Corporate platform Corporation | $579.4M | 3 advisors | Percentage of AUM | View | |
| TWELE CAPITAL MANAGEMENT, INC. CRD 130239 | Minnetonka, MN | Corporate platform Corporation | $578.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| AMERICAN INVESTORS CO CRD 38 | San Ramon, CA | Corporate platform Corporation | $578.1M | 30 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JACKSON, GRANT INVESTMENT ADVISERS, INC. CRD 108156 | Stamford, CT | Corporate platform Corporation | $577.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| BROGAN FINANCIAL CRD 133623 | Knoxville, TN | Corporate platform Corporation | $577.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |