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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 | |||||
|---|---|---|---|---|---|---|---|
| TOWLE & CO CRD 110862 | Denver, CO | Corporate platform Corporation | $473.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE WATER WEALTH CRD 164432 | Portland, OR | Corporate platform Corporation | $472.8M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| LIGHTHOUSE FINANCIAL SERVICES INC CRD 110367 | Brea, CA | Corporate platform Corporation | $472.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRAIGHT PATH WEALTH MANAGEMENT CRD 148897 | Jenison, MI | Corporate platform Corporation | $472.5M | 10 advisors | Percentage of AUM; Hourly charges | View | |
| BIRINYI ASSOCIATES, INC. CRD 107169 | Westport, CT | Corporate platform Corporation | $471.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ILLUMINATION WEALTH MANAGEMENT CRD 149576 | San Diego, CA | Corporate platform Corporation | $471.1M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| ATYANT CAPITAL MANAGEMENT LTD CRD 165518 | Port-Louis, FL | Corporate platform Corporation | $470.2M | 7 employees | Percentage of AUM; Performance-based fees | View | |
| BCS PRIVATE WEALTH MANAGEMENT CRD 174761 | Rumson, NJ | Corporate platform Corporation | $469.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| KINGSBRIDGE WEALTH MANAGEMENT, INC. CRD 165560 | Las Vegas, NV | Corporate platform Corporation | $469.3M | 4 advisors | Percentage of AUM; PROJECT ADMINISTRATION FEES | View | |
| LAKESHORE FINANCIAL PLANNING INC. CRD 299129 | Saint Clair Shores, MI | Corporate platform Corporation | $469.3M | 3 advisors | Percentage of AUM | View | |
| SPEECE THORSON CAPITAL GROUP INC CRD 106052 | Minnetonka, MN | Corporate platform Corporation | $469.0M | 4 advisors | Percentage of AUM | View | |
| BROWN FINANCIAL ADVISORY CRD 155548 | Fairhope, AL | Corporate platform Corporation | $468.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YUKON WEALTH MANAGEMENT, INC. CRD 109413 | Overland Park, KS | Corporate platform Corporation | $467.4M | 2 advisors | Percentage of AUM; CONSULTING | View | |
| COSTON, MCISAAC & SHEA FINANCIAL ADVISORS CRD 194515 | Bar Harbor, ME | Corporate platform Corporation | $466.9M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| WIDMANN FINANCIAL SERVICES CRD 289106 | Bowie, MD | Corporate platform Corporation | $466.8M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLELLAND & COMPANY INC CRD 105406 | San Diego, CA | Corporate platform Corporation | $465.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST CITIZENS ASSET MANAGEMENT, INC CRD 140777 | Raleigh, NC | Corporate platform Corporation | $465.1M | 32 advisors | Percentage of AUM | View | |
| OBRIEN GREENE & CO INC CRD 110281 | Media, PA | Corporate platform Corporation | $464.3M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MONARCH WEALTH STRATEGIES CRD 136029 | Santa Barbara, CA | Corporate platform Corporation | $463.5M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| ADIRONDACK FINANCIAL SERVICES CORP CRD 126155 | Utica, NY | Corporate platform Corporation | $461.8M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| REYL OVERSEAS LTD. CRD 152526 | ZüRich, CA | Corporate platform Corporation | $461.6M | 8 advisors | Percentage of AUM | View | |
| BETA WEALTH GROUP, INC CRD 165224 | San Diego, CA | Corporate platform Corporation | $460.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERMILLION WEALTH MANAGEMENT INC. CRD 281978 | Rosemount, MN | Corporate platform Corporation | $459.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SEASIDE WEALTH MANAGEMENT, INC. CRD 271039 | Carlsbad, CA | Corporate platform Corporation | $459.3M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View |