Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| PETRA FINANCIAL ADVISORS INC CRD 107196 | Colorado Springs, CO | Corporate platform Corporation | $447.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEPHENSON AND COMPANY, INC. CRD 111453 | San Clemente, CA | Corporate platform Corporation | $447.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNITED ADVISORS AMERICA CRD 147350 | Prosper, TX | Corporate platform Corporation | $446.5M | 24 advisors | Percentage of AUM | View | |
| L. K. BENSON & COMPANY, P.C. CRD 107908 | Timonium, MD | Corporate platform Corporation | $446.2M | 2 advisors | Hourly charges; Fixed fees | View | |
| BEATON MANAGEMENT CO INC CRD 104728 | Haverhill, MA | Corporate platform Corporation | $445.7M | 3 advisors | Percentage of AUM | View | |
| LEFAVI WEALTH MANAGEMENT CRD 104961 | Salt Lake City, UT | Corporate platform Corporation | $445.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. CRD 309255 | Singapore | Corporate platform Corporation | $444.0M | 8 advisors | Percentage of AUM | View | |
| O'BOYLE WEALTH MANAGEMENT, INC. CRD 292849 | Beverly Hills, CA | Corporate platform Corporation | $443.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORION INVESTMENT CO CRD 110867 | St. Louis, MO | Corporate platform Corporation | $443.5M | 3 advisors | Percentage of AUM | View | |
| CANDACE SHIRA ASSOCIATES, LLC CRD 165984 | Pittsford, NY | Corporate platform Corporation | $443.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREYKASELL WEALTH STRATEGIES, INC. CRD 329018 | Danville, CA | Corporate platform Corporation | $443.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPIEGELMAN WEALTH MANAGEMENT, INC. CRD 336637 | Walnut Creek, CA | Corporate platform Corporation | $443.0M | 3 advisors | Percentage of AUM | View | |
| JAMES R. MARTIN CONSULTING, INC CRD 109542 | Vancouver, WA | Corporate platform Corporation | $442.7M | 3 advisors | Percentage of AUM; SOME ARE FREE | View | |
| LIFESTEPS FINANCIAL CRD 153852 | Claremont, CA | Corporate platform Corporation | $442.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MONEY MANAGEMENT SERVICES INC CRD 106832 | Birmingham, AL | Corporate platform Corporation | $442.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEMPLETON FINANCIAL SERVICES INC. CRD 128240 | Chandler, AZ | Corporate platform Corporation | $441.8M | 4 advisors | Percentage of AUM | View | |
| TOWER WEALTH PARTNERS CRD 310461 | Lewisburg, PA | Corporate platform Corporation | $440.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURFORD BROTHERS, INC. CRD 306574 | Dallas, TX | Corporate platform Corporation | $440.2M | 3 advisors | Percentage of AUM | View | |
| BRANSON FOWLKES & CO INC CRD 107657 | Houston, TX | Corporate platform Corporation | $439.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OSTERWEIS CAPITAL MANAGEMENT CRD 105421 | San Francisco, CA | Corporate platform Corporation | $439.4M | 14 advisors | Percentage of AUM; Fixed fees | View | |
| BATES FINANCIAL ADVISORS, INC. CRD 116515 | Rockford, IL | Corporate platform Corporation | $439.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| GABLES CAPITAL MANAGEMENT, INC. CRD 109608 | Miami, FL | Corporate platform Corporation | $438.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC CRD 124281 | Fort Wayne, IN | Corporate platform Corporation | $438.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HENDLEY & CO. INC. CRD 110465 | Zanesville, OH | Corporate platform Corporation | $438.2M | 2 advisors | Percentage of AUM | View |