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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 | |||||
|---|---|---|---|---|---|---|---|
| NEXUS338 CRD 315250 | Cabin John, MD | Corporate platform Corporation | $407.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPASS FINANCIAL SERVICES CRD 109441 | West Des Moines, IA | Corporate platform Corporation | $407.4M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| KEYSTONE FINANCIAL PLANNING, INC CRD 104640 | Westlake, OH | Corporate platform Corporation | $406.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WOMACK WEALTH MANAGEMENT, INC. CRD 146126 | Manhattan Beach, CA | Corporate platform Corporation | $406.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENBERG FINANCIAL GROUP CRD 38747 | Tucson, AZ | Corporate platform Corporation | $406.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HURLEY FINANCIAL GROUP, INC. CRD 108983 | Corvallis, OR | Corporate platform Corporation | $406.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GUERRA WEALTH ADVISORS CRD 282409 | Miami, FL | Corporate platform Corporation | $406.2M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHLAND ASSET MANAGEMENT CRD 40258 | Minneapolis, MN | Corporate platform Corporation | $405.5M | 22 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CORE WEALTH MANAGEMENT, INC. CRD 162870 | Jupiter, FL | Corporate platform Corporation | $404.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRE VENTURE CAPITAL, INC. CRD 317875 | Mahwah, NJ | Corporate platform Corporation | $404.6M | 5 advisors | Fixed fees; Performance-based fees | View | |
| ALEXANDER RANDOLPH ADVISORY INC CRD 106024 | Mclean, VA | Corporate platform Corporation | $403.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TILIA FIDUCIARY PARTNERS, INC. CRD 157852 | Wilmington, NC | Corporate platform Corporation | $403.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LCM CAPITAL MANAGEMENT INC CRD 111074 | Chicago, IL | Corporate platform Corporation | $403.0M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| BCI SECURITIES, INC. CRD 168047 | Miami, FL | Corporate platform Corporation | $402.2M | 39 advisors | Percentage of AUM; Fixed fees | View | |
| O'NEIL GLOBAL ADVISORS, INC. CRD 308150 | Los Angeles, CA | Corporate platform Corporation | $401.9M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| NOBLE WEALTH MANAGEMENT P.B.C. CRD 322607 | Greenwood Village, CO | Corporate platform Corporation | $400.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDEN SPARK INSIGHTS CRD 339382 | Fairfax, VA | Corporate platform Corporation | $400.0M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| PIONEER WEALTH MANAGEMENT GROUP CRD 133429 | Austin, TX | Corporate platform Corporation | $399.2M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONECREST ADVISORS, INC. CRD 142095 | Austin, TX | Corporate platform Corporation | $398.8M | 24 advisors | Percentage of AUM; Fixed fees | View | |
| MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY CRD 123322 | Mechanicsburg, PA | Corporate platform Corporation | $398.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PROMETHEUS CAPITAL MANAGEMENT CORP. CRD 121982 | Yardley, PA | Corporate platform Corporation | $397.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RALEIGH CAPITAL MANAGEMENT INC. CRD 149538 | Cary, NC | Corporate platform Corporation | $397.8M | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WEBB FINANCIAL GROUP CRD 106617 | Bloomington, MN | Corporate platform Corporation | $397.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON FINANCIAL PLANNING, INC CRD 175372 | Hyannis, MA | Corporate platform Corporation | $397.1M | 6 advisors | Percentage of AUM; Fixed fees | View |