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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 | |||||
|---|---|---|---|---|---|---|---|
| HEADWATER INVESTMENT CONSULTING,INC. CRD 133009 | Mcminnville, OR | Corporate platform Corporation | $543.0M | 5 advisors | Percentage of AUM | View | |
| COMMON CENTS PLANNING CRD 120131 | Glen Mills, PA | Corporate platform Corporation | $542.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| AFFILIATED FINANCIAL ADVISORS INC CRD 108154 | Milwaukee, WI | Corporate platform Corporation | $541.5M | 4 advisors | Percentage of AUM | View | |
| RELATION WEALTH MANAGEMENT, INC. CRD 329961 | Tulsa, OK | Corporate platform Corporation | $541.2M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| HEROLD ADVISORS, INC. CRD 105090 | New York, NY | Corporate platform Corporation | $540.2M | 8 advisors | Percentage of AUM; MARGIN PARTICIPATION | View | |
| LK&A INVESTMENT COUNSEL CRD 106635 | Pasadena, CA | Corporate platform Corporation | $540.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SPIRIT OF AMERICA MANAGEMENT CORP CRD 110023 | Syosset, NY | Corporate platform Corporation | $540.0M | 32 advisors | Percentage of AUM | View | |
| MOUNTAIN HILL INVESTMENT PARTNERS CRD 175187 | Atlantic Highlands, NJ | Corporate platform Corporation | $539.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MORRIS FINANCIAL CONCEPTS, INC. CRD 114862 | Mount Pleasant, SC | Corporate platform Corporation | $538.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HINDS FINANCIAL GROUP INC CRD 129971 | Lakewood, CO | Corporate platform Corporation | $536.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. CRD 111436 | Los Gatos, CA | Corporate platform Corporation | $535.7M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| PEAK FINANCIAL MANAGEMENT INC CRD 110559 | Wellesley, MA | Corporate platform Corporation | $534.4M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| MORSE ASSET MANAGEMENT, INC. CRD 285650 | Darien, CT | Corporate platform Corporation | $534.3M | 5 advisors | Percentage of AUM | View | |
| TRIGRAN INVESTMENTS, INC. CRD 155200 | Northbrook, IL | Corporate platform Corporation | $533.2M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CRD 316736 | Wellesley, MA | Corporate platform Corporation | $532.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CONSULTIVA WEALTH MANAGEMENT, CORP. CRD 111846 | San Juan, PR | Corporate platform Corporation | $532.7M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHITE PINE INVESTMENT CO CRD 111556 | Livonia, MI | Corporate platform Corporation | $532.3M | 3 advisors | Percentage of AUM | View | |
| PENSION & WEALTH MANAGEMENT ADVISORS CRD 309546 | Waltham, MA | Corporate platform Corporation | $529.8M | 9 advisors | Percentage of AUM | View | |
| DENVER WEALTH MANAGEMENT, INC. CRD 284868 | Denver, CO | Corporate platform Corporation | $529.8M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARRETT & COMPANY CRD 1175 | Providence, RI | Corporate platform Corporation | $529.7M | 4 advisors | Percentage of AUM | View | |
| BENEDICT FINANCIAL ADVISORS, INC. CRD 116690 | Atlanta, GA | Corporate platform Corporation | $529.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PETERSON WEALTH SERVICES INC. CRD 288620 | South Ogden, UT | Corporate platform Corporation | $528.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHERN CAPITAL MANAGEMENT, INC. CRD 111379 | Spokane, WA | Corporate platform Corporation | $526.7M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GRAYBILL WEALTH MANAGEMENT, LTD. CRD 112046 | Elmhurst, IL | Corporate platform Corporation | $525.8M | 2 advisors | Percentage of AUM | View |