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 | |||||
|---|---|---|---|---|---|---|---|
| TGS FINANCIAL ADVISORS CRD 107289 | Radnor, PA | Corporate platform Corporation | $426.0M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| OMNI 360 WEALTH, INC. CRD 124878 | Plainsboro, NJ | Corporate platform Corporation | $425.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APPOMATTOX ADVISORY, INC CRD 153731 | New York, NY | Corporate platform Corporation | $425.6M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DYNAMIC CORE CAPITAL PARTNERS CRD 282733 | Jacksonville Beach, FL | Corporate platform Corporation | $425.2M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| LIFEMARK SECURITIES CORP. CRD 16204 | Rochester, NY | Corporate platform Corporation | $424.9M | 78 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYRIOS WEALTH MANAGEMENT GROUP CRD 332139 | La Jolla, CA | Corporate platform Corporation | $424.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MASCAGNI WEALTH MANAGEMENT, INC. CRD 115046 | Clinton, MS | Corporate platform Corporation | $424.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST CITY CAPITAL MANAGEMENT INC CRD 104780 | Savannah, GA | Corporate platform Corporation | $423.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SAGEVEST WEALTH MANAGEMENT CRD 143562 | Mclean, VA | Corporate platform Corporation | $423.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. CRD 287683 | San Luis Obispo, CA | Corporate platform Corporation | $423.0M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL WEALTH INVESTMENTS CRD 311698 | Scranton, PA | Corporate platform Corporation | $423.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MCCARTHY ASSET MANAGEMENT, INC. CRD 118285 | Redwood Shores, CA | Corporate platform Corporation | $422.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| TRUFP CRD 299212 | Cumming, GA | Corporate platform Corporation | $421.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FISCHER INVESTMENT GROUP, INC. CRD 110966 | Pittsford, NY | Corporate platform Corporation | $421.5M | 4 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| GRAHAM, BORDELON, GOLSON & GILBERT, INC. CRD 104612 | Monroe, LA | Corporate platform Corporation | $420.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASCADE INVESTMENT GROUP, INC. CRD 35844 | Colorado Springs, CO | Corporate platform Corporation | $419.9M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| R.W. ROGE & COMPANY, INC CRD 104645 | Bohemia, NY | Corporate platform Corporation | $419.5M | 4 advisors | Percentage of AUM; INITIAL ONE-TIME CONTRACT FEE | View | |
| HARLOW WEALTH MANAGEMENT, INC. CRD 148315 | Vancouver, WA | Corporate platform Corporation | $419.4M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SEABIRD INVESTMENT PARTNERS CRD 284125 | San Diego, CA | Corporate platform Corporation | $419.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVER OAK ADVISORY GROUP CRD 108298 | Portland, OR | Corporate platform Corporation | $418.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LINCOLN CAPITAL CORPORATION CRD 109922 | East Greenwich, RI | Corporate platform Corporation | $418.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MAUNEY-PITT FINANCIAL MANAGEMENT, INC. CRD 337870 | Shelby, NC | Corporate platform Corporation | $418.0M | 2 advisors | Percentage of AUM | View | |
| FRUTH INVESTMENT MANAGEMENT CRD 107273 | Houston, TX | Corporate platform Corporation | $417.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EAGLE WEALTH MANAGEMENT GROUP INC. CRD 327052 | Valencia, CA | Corporate platform Corporation | $417.5M | 5 advisors | Percentage of AUM | View |