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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 | |||||
|---|---|---|---|---|---|---|---|
| CLARK FINANCIAL SERVICES GROUP, INC. CRD 110650 | Chesterfield, MO | Corporate platform Corporation | $498.7M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| RUEDI WEALTH MANAGEMENT, INC. CRD 173262 | Champaign, IL | Corporate platform Corporation | $498.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAM MADISON ADVISORS, INC. CRD 294782 | Abilene, TX | Corporate platform Corporation | $497.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SCHMIDT FINANCIAL MANAGEMENT CRD 328247 | Kirkland, WA | Corporate platform Corporation | $497.5M | 2 advisors | Percentage of AUM | View | |
| ALEXANDER INVESTMENT SERVICES CO. CRD 1037 | Louisville, KY | Corporate platform Corporation | $496.3M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| RELEVANCE CAPITAL MANAGEMENT CRD 159983 | Denton, TX | Corporate platform Corporation | $495.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONARCH CAPITAL MANAGEMENT INC CRD 106244 | Fort Wayne, IN | Corporate platform Corporation | $495.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SEMMAX FINANCIAL ADVISORS, INC. CRD 144978 | Winston-Salem, NC | Corporate platform Corporation | $495.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING WEALTH MANAGEMENT, INC. CRD 131304 | Champaign, IL | Corporate platform Corporation | $494.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LINCOLNSHIRE MANAGEMENT, INC. CRD 157144 | New York, NY | Corporate platform Corporation | $494.4M | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| HFM INVESTMENT ADVISORS, INC. CRD 115799 | DE | Corporate platform Corporation | $493.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UAS ASSET MANAGEMENT CRD 21274 | New York, NY | Corporate platform Corporation | $493.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MONETARY MANAGEMENT GROUP INC CRD 110284 | St. Louis, MO | Corporate platform Corporation | $492.3M | 4 advisors | Percentage of AUM | View | |
| THE O'DONNELL GROUP CRD 162562 | Chico, CA | Corporate platform Corporation | $492.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRICK & KYLE ASSOCIATES INC CRD 107771 | Newtown, PA | Corporate platform Corporation | $491.7M | 3 advisors | Percentage of AUM | View | |
| MARYLAND CAPITAL ADVISORS, INC. CRD 134875 | Chester, MD | Corporate platform Corporation | $490.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WHITCOMB & HESS, INC. CRD 121064 | Ashland, OH | Corporate platform Corporation | $490.7M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| REDSTONE ADVISORS INC CRD 107699 | Wichita, KS | Corporate platform Corporation | $490.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FOURPOINTS INVESTMENT MANAGERS S.A.S CRD 164612 | Paris | Corporate platform Corporation | $490.2M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MONTGOMERY INVESTMENT MANAGEMENT INC CRD 105417 | Rockville, MD | Corporate platform Corporation | $490.0M | 2 advisors | Percentage of AUM | View | |
| IFRAH FINANCIAL SERVICES, INC. CRD 136925 | Little Rock, AR | Corporate platform Corporation | $489.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE DEGREE ADVISORS, INC. CRD 170392 | San Diego, CA | Corporate platform Corporation | $489.0M | 6 advisors | Percentage of AUM | View | |
| PARKVIEW LTD. CRD 160171 | Zurich, LA | Corporate platform Corporation | $488.5M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL AVENGERS, INC. CRD 119636 | Oakland, CA | Corporate platform Corporation | $488.4M | 2 advisors | Percentage of AUM | View |