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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 | |||||
|---|---|---|---|---|---|---|---|
| STRATEGIC ASSET MANAGEMENT GROUP ADVISORS CRD 135832 | Pompano Beach, FL | Corporate platform Corporation | $416.5M | 3 advisors | Percentage of AUM | View | |
| TWO PRIME INC. CRD 316015 | NC | Corporate platform Corporation | $416.5M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BARD ASSOCIATES INC CRD 104984 | Chicago, IL | Corporate platform Corporation | $416.2M | 4 advisors | Percentage of AUM | View | |
| R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. CRD 131804 | St.. Louis, MO | Corporate platform Corporation | $415.9M | 7 advisors | Percentage of AUM | View | |
| ALLARD PARTNERS LIMITED CRD 138933 | Central | Corporate platform Corporation | $415.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST WILSHIRE SECURITIES MANAGEMENT, INC. CRD 171971 | Pasadena, CA | Corporate platform Corporation | $415.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHEAST PLANNING ASSOCIATES, INC. CRD 131406 | Bedford, NH | Corporate platform Corporation | $414.0M | 69 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKESIDE ADVISORS INC CRD 104540 | Seattle, WA | Corporate platform Corporation | $412.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PETIX & BOTTE FINANCIAL CRD 170020 | La Mesa, CA | Corporate platform Corporation | $411.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CURBSTONE FINANCIAL MANAGEMENT CORP. CRD 13348 | Manchester, NH | Corporate platform Corporation | $411.7M | 6 advisors | Percentage of AUM | View | |
| HALL CAPITAL MANAGEMENT COMPANY, INC. CRD 108141 | Barrington, RI | Corporate platform Corporation | $411.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YAKIRA CAPITAL MANAGEMENT, INC. CRD 159398 | Westport, CT | Corporate platform Corporation | $411.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| EVEREST PRIVATE WEALTH CRD 142945 | Cupertino, CA | Corporate platform Corporation | $410.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACCESS FINANCIAL RESOURCES INC. CRD 109495 | Oklahoma City, OK | Corporate platform Corporation | $410.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEMANAGED CRD 140099 | Grand Rapids, MI | Corporate platform Corporation | $410.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| TAYLOR FINANCIAL GROUP, INC. CRD 116744 | Roanoke, VA | Corporate platform Corporation | $410.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MOMENTOUS WEALTH MANAGEMENT, INC. CRD 288429 | Vancouver, WA | Corporate platform Corporation | $409.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| VCFA GROUP CRD 160941 | New York, NY | Corporate platform Corporation | $409.6M | 6 advisors | Performance-based fees; PERCENTAGE OF COMMITTED CAPITAL | View | |
| HEFFERNAN ADVISORY, INC. CRD 116771 | Flagstaff, AZ | Corporate platform Corporation | $409.6M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BROADLAKE FINANCIAL MANAGEMENT CRD 105057 | South Burlington, VT | Corporate platform Corporation | $409.6M | 4 advisors | Percentage of AUM | View | |
| FRIDAY FINANCIAL CRD 329748 | Dubuque, IA | Corporate platform Corporation | $409.3M | 6 advisors | Percentage of AUM | View | |
| ROOTED WEALTH ADVISORS CRD 313759 | Bourbonnais, IL | Corporate platform Corporation | $408.8M | 8 advisors | Percentage of AUM | View | |
| PALOUSE CAPITAL MANAGEMENT, INC. CRD 104573 | Spokane, WA | Corporate platform Corporation | $408.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| REVERE ASSET CRD 152881 | Allen, TX | Corporate platform Corporation | $407.9M | 5 advisors | Percentage of AUM; Performance-based fees | View |