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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 | |||||
|---|---|---|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT U.S.A. INC. CRD 108222 | New York, NY | Corporate platform Corporation | $576.3M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| REZNY WEALTH MANAGEMENT, INC. CRD 109638 | Fort Myers, FL | Corporate platform Corporation | $576.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BERKELEY, INC CRD 117667 | Boise, ID | Corporate platform Corporation | $573.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FSA ADVISORS, INC. CRD 286251 | Troy, MI | Corporate platform Corporation | $573.4M | 31 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| G.W. SHERWOLD ASSOCIATES, INC. CRD 42186 | Lake Forest, CA | Corporate platform Corporation | $572.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONNING INVESTMENT PRODUCTS, INC. CRD 120387 | Hartford, CT | Corporate platform Corporation | $572.0M | 5 advisors | Percentage of AUM | View | |
| CLEAN YIELD ASSET MANAGEMENT CRD 104826 | Norwich, VT | Corporate platform Corporation | $571.2M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LIFESTYLE ASSET MANAGEMENT, INC. CRD 157450 | Friendswood, TX | Corporate platform Corporation | $571.2M | 13 advisors | Percentage of AUM; Hourly charges | View | |
| TTP INVESTMENTS, INC. CRD 284082 | San Jose, CA | Corporate platform Corporation | $570.6M | 3 advisors | Percentage of AUM; FOR CLIENTS WHOSE MONEY WE DO NOT MANAGE - VERY INFREQUENT | View | |
| FREEDOM INVESTMENT MANAGEMENT, INC. CRD 126052 | South Windsor, CT | Corporate platform Corporation | $568.7M | 6 advisors | Percentage of AUM; MINIMUM MONTHLY ACCOUNT FEE | View | |
| HILLCREST FINANCIAL GROUP CRD 317862 | Thousand Oaks, CA | Corporate platform Corporation | $567.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SUMITOMO MITSUI DS ASSET MANAGEMENT (HONG KONG) LIMITED CRD 110459 | Hong Kong | Corporate platform Corporation | $566.7M | 10 advisors | Percentage of AUM | View | |
| RHINO INVESTMENT PARTNERS, INC. CRD 283692 | West Conshohocken, PA | Corporate platform Corporation | $566.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST KENTUCKY SECURITIES CORP CRD 7524 | Louisville, KY | Corporate platform Corporation | $566.0M | 16 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FIRST FIDUCIARY INVESTMENT COUNSEL INC CRD 111144 | Cleveland, OH | Corporate platform Corporation | $565.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SHIKIAR ASSET MANAGEMENT INC CRD 107533 | New York, NY | Corporate platform Corporation | $564.0M | 4 advisors | Percentage of AUM | View | |
| LGG FINANCIAL CRD 305002 | Bethesda, MD | Corporate platform Corporation | $563.9M | 2 advisors | Percentage of AUM | View | |
| DARA CAPITAL US, INC. CRD 153544 | Miami, FL | Corporate platform Corporation | $563.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SGH WEALTH MANAGEMENT CRD 284067 | Lathrup Village, MI | Corporate platform Corporation | $561.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEDGEWOOD PARTNERS, INC. CRD 21923 | St. Louis, MO | Corporate platform Corporation | $560.7M | 3 advisors | Percentage of AUM | View | |
| VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES CRD 289463 | Richmond, KY | Corporate platform Corporation | $559.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M. KRAUS & COMPANY CRD 106749 | Shelburne, VT | Corporate platform Corporation | $559.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL INVESTMENT MANAGEMENT, INC CRD 113917 | Lee'S Summit, MO | Corporate platform Corporation | $558.9M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PAULSON WEALTH MANAGEMENT INC. CRD 150374 | West Palm Beach, FL | Corporate platform Corporation | $558.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |