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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 | |||||
|---|---|---|---|---|---|---|---|
| ARNOLD WEITZ & CO CRD 108026 | Elkhorn, NE | Corporate platform Corporation | $438.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHULZ WEALTH, LTD. CRD 172194 | Mansfield, TX | Corporate platform Corporation | $438.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ACCESS FINANCIAL SERVICES, INC. CRD 115361 | Minneapolis, MN | Corporate platform Corporation | $437.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERBERT J. SIMS CAPITAL MANAGEMENT, INC. CRD 134510 | Fairfield, CT | Corporate platform Corporation | $436.9M | 25 advisors | Percentage of AUM | View | |
| PEACHTREE WEALTH ADVISORS, INC CRD 139779 | Atlanta, GA | Corporate platform Corporation | $436.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FOGEL CAPITAL MANAGEMENT INC CRD 108212 | Stuart, FL | Corporate platform Corporation | $436.7M | 7 advisors | Percentage of AUM | View | |
| FINANCIAL ASSET MANAGEMENT CORP CRD 106643 | Chappaqua, NY | Corporate platform Corporation | $436.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MUHLENKAMP & CO INC CRD 110787 | Wexford, PA | Corporate platform Corporation | $435.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MMHP INVESTMENT ADVISORS CRD 107861 | Thomasville, GA | Corporate platform Corporation | $435.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAMILY CAPITAL MANAGEMENT CRD 111230 | Grand Rapids, MI | Corporate platform Corporation | $435.1M | 4 advisors | Percentage of AUM; PERCENTAGE OF NET WORTH | View | |
| BRANDON FINANCIAL PLANNING, INC. CRD 110267 | Memphis, TN | Corporate platform Corporation | $434.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPREHENSIVE FINANCIAL PLANNING, INC. CRD 110937 | East Petersburg, PA | Corporate platform Corporation | $434.1M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY CRD 15356 | New York, NY | Corporate platform Corporation | $434.1M | 2 advisors | REFER TO SCHEDULE D, MISCELLANEOUS | View | |
| L1 CAPITAL GLOBAL INC. CRD 310223 | Miami Beach, FL | Corporate platform Corporation | $433.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SANTORI & PETERS CRD 105978 | Canonsburg, PA | Corporate platform Corporation | $433.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FSB PREMIER WEALTH MANAGEMENT, INC. CRD 15898 | Waterloo, IA | Corporate platform Corporation | $431.7M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRICORD ADVISORS, INC. CRD 155749 | Riverside, CA | Corporate platform Corporation | $431.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERMARKET CORPORATION CRD 161833 | New York, NY | Corporate platform Corporation | $431.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ETF PORTFOLIO PARTNERS, INC. CRD 128366 | Leawood, KS | Corporate platform Corporation | $431.1M | 4 advisors | Percentage of AUM | View | |
| COMPASS FINANCIAL GROUP, INC. CRD 125186 | Deerfield Beach, FL | Corporate platform Corporation | $429.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYMPHONY FINANCIAL SERVICES, INC. CRD 125058 | Akron, OH | Corporate platform Corporation | $428.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC CRD 105053 | Omaha, NE | Corporate platform Corporation | $428.6M | 4 advisors | Percentage of AUM | View | |
| HACKMAN FINANCIAL GROUP CRD 282027 | Cincinnati, OH | Corporate platform Corporation | $426.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEP MANAGEMENT CORPORATION CRD 161855 | New York, NY | Corporate platform Corporation | $426.6M | 8 advisors | Percentage of AUM; Performance-based fees | View |