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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 | |||||
|---|---|---|---|---|---|---|---|
| NEW INSIGHT WEALTH ADVISORS CRD 318083 | San Ramon, CA | Corporate platform Corporation | $396.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SARA-BAY FINANCIAL CORP. CRD 133443 | Sarasota, FL | Corporate platform Corporation | $396.8M | 3 advisors | Percentage of AUM | View | |
| KIRTLAND FINANCIAL MANAGEMENT, INC. CRD 131138 | Coral Gables, FL | Corporate platform Corporation | $396.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DIASTOLE WEALTH MANAGEMENT CRD 111604 | Guilford, CT | Corporate platform Corporation | $396.0M | 9 advisors | Percentage of AUM | View | |
| ECIO, INC. CRD 301432 | Madison, WI | Corporate platform Corporation | $395.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MANN FINANCIAL GROUP CRD 297878 | Detroit Lakes, MN | Corporate platform Corporation | $395.5M | 2 advisors | Percentage of AUM | View | |
| INDIA CAPITAL MANAGEMENT LIMITED CRD 162996 | Trianon | Corporate platform Corporation | $395.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GENERATIONAL WEALTH, INC. CRD 281330 | Zeeland, MI | Corporate platform Corporation | $394.8M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CARGILE INVESTMENT MANAGEMENT CRD 116982 | Midland, TX | Corporate platform Corporation | $394.6M | 1 advisors | Percentage of AUM | View | |
| VALUE PARTNERS LIMITED CRD 143177 | Hong Kong | Corporate platform Corporation | $394.5M | 25 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC. CRD 108705 | Warwick, RI | Corporate platform Corporation | $394.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SIGNET INVESTMENT ADVISORY GROUP, INC. CRD 123910 | Providence, RI | Corporate platform Corporation | $394.1M | 4 advisors | Percentage of AUM | View | |
| ARSENAL VENTURE PARTNERS CRD 160426 | Winter Park, FL | Corporate platform Corporation | $393.8M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. CRD 311248 | Virginia Beach, VA | Corporate platform Corporation | $393.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEY CAPITAL MANAGEMENT, INC. CRD 173773 | Hendersonville, TN | Corporate platform Corporation | $393.0M | 9 advisors | Percentage of AUM | View | |
| BENTLEY FINANCIAL GROUP CRD 172474 | Downers Grove, IL | Corporate platform Corporation | $392.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUNNAVAN & CO. CRD 109058 | Minneapolis, MN | Corporate platform Corporation | $392.7M | 4 advisors | Percentage of AUM | View | |
| APEX INVESTMENTS MANAGEMENT, S.A. CRD 323044 | Guatemala City | Corporate platform Corporation | $392.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| DARROW WEALTH MANAGEMENT CRD 105679 | Needham, MA | Corporate platform Corporation | $392.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| S&A FINANCIAL SERVICES, INC. CRD 110471 | Overland Park, KS | Corporate platform Corporation | $392.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SGL INVESTMENT ADVISORS, INC. CRD 145167 | Missoula, MT | Corporate platform Corporation | $391.6M | 6 advisors | Percentage of AUM | View | |
| EQUITA FINANCIAL NETWORK, INC. CRD 277031 | Fort Washington, PA | Corporate platform Corporation | $391.0M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAROLD DAVIDSON & ASSOCIATES, INC CRD 110994 | Los Angeles, CA | Corporate platform Corporation | $390.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRUDENT MAN INVESTMENT MANAGEMENT CRD 104574 | Lousiville, CO | Corporate platform Corporation | $390.2M | 3 advisors | Percentage of AUM | View |