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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 | |||||
|---|---|---|---|---|---|---|---|
| PRAIRIE WEALTH ADVISORS, INC. CRD 165266 | Omaha, NE | Corporate platform Corporation | $558.0M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| QUANTUM FINANCIAL ADVISORS INC CRD 113563 | Rockville, MD | Corporate platform Corporation | $557.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NICOLLET INVESTMENT MANAGEMENT, INC. CRD 109401 | Minneapolis, MN | Corporate platform Corporation | $557.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTCHESTER CAPITAL MANAGEMENT INC CRD 110961 | Omaha, NE | Corporate platform Corporation | $556.3M | 3 advisors | Percentage of AUM | View | |
| SARASIN ASSET MANAGEMENT LIMITED CRD 115788 | London, CA | Corporate platform Corporation | $555.0M | 7 advisors | Percentage of AUM | View | |
| ION PACIFIC, INC. CRD 328607 | Venice, CA | Corporate platform Corporation | $554.9M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SUNTX CAPITAL MANAGEMENT CORP. CRD 161332 | Dallas, TX | Corporate platform Corporation | $554.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| HELLER WEALTH MANAGEMENT CRD 124261 | Melville, NY | Corporate platform Corporation | $553.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEGASUS ASSET MANAGEMENT INC CRD 104766 | Morristown, NJ | Corporate platform Corporation | $553.6M | 3 advisors | Percentage of AUM | View | |
| ASSET PLANNING, INC CRD 111535 | Los Alamitos, CA | Corporate platform Corporation | $553.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEDORA CAPITAL, INC. CRD 177523 | Napa, CA | Corporate platform Corporation | $550.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SNIDER FINANCIAL GROUP CRD 117392 | Bellevue, WA | Corporate platform Corporation | $549.7M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VARCOV CO. CRD 335143 | Darien, CT | Corporate platform Corporation | $549.6M | 2 advisors | Fixed fees; Performance-based fees | View | |
| IAS WEALTH MANAGEMENT, INC. CRD 112486 | The Woodlands, TX | Corporate platform Corporation | $549.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STILES FINANCIAL SERVICES, INC. CRD 117023 | Edina, MN | Corporate platform Corporation | $548.7M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HAMEL ASSOCIATES,INC. CRD 107128 | Center Valley, PA | Corporate platform Corporation | $548.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CACHETECH CRD 327688 | Logan, UT | Corporate platform Corporation | $547.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLORIDA ATLANTIC SECURITIES CORP. CRD 43272 | Miami, FL | Corporate platform Corporation | $547.1M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| JET WEALTH ADVISORS CRD 333645 | La Jolla, CA | Corporate platform Corporation | $546.5M | 6 advisors | Percentage of AUM | View | |
| WHITEGATE INVESTMENT COUNSELORS, INC. CRD 107732 | Concord, NH | Corporate platform Corporation | $545.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| EVANS CAPITAL MANAGEMENT ASSOCIATES CRD 110699 | Bellevue, WA | Corporate platform Corporation | $545.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PENOBSCOT FINANCIAL ADVISORS CRD 286211 | Portland, ME | Corporate platform Corporation | $544.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOODREID INVESTMENT COUNSEL CORP. CRD 146982 | Toronto | Corporate platform Corporation | $544.1M | 7 advisors | Percentage of AUM | View | |
| PROSPERITY PLANNING CRD 298268 | North Kansas City, MO | Corporate platform Corporation | $543.2M | 10 advisors | Percentage of AUM; Fixed fees | View |