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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 | |||||
|---|---|---|---|---|---|---|---|
| LEGEND FINANCIAL ADVISORS INC CRD 108207 | Pittsburgh, PA | Corporate platform Corporation | $389.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SENTINEL WEALTH MANAGEMENT, INC. CRD 122235 | Reston, VA | Corporate platform Corporation | $388.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| REED FINANCIAL SERVICES, INC. CRD 112179 | Cleveland, OH | Corporate platform Corporation | $388.6M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COSTELLO ASSET MANAGEMENT, INC. CRD 123249 | Feasterville, PA | Corporate platform Corporation | $388.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SOCOTRA MANAGEMENT, INC. CRD 328954 | Sacramento, CA | Corporate platform Corporation | $388.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PATHWAYS ADVISORY GROUP, INC. CRD 143817 | Fresno, CA | Corporate platform Corporation | $388.5M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| BRIAN D. LOWDER, INC. CRD 105972 | San Diego, CA | Corporate platform Corporation | $388.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUNDVIEW ADVISORS CRD 114437 | Olympia, WA | Corporate platform Corporation | $387.2M | 6 advisors | Percentage of AUM | View | |
| ARCHVEST WEALTH ADVISORS, INC. CRD 172087 | Concord, CA | Corporate platform Corporation | $387.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SOUTHWEST INVESTMENT ADVISORS, INC. CRD 312685 | Tucson, AZ | Corporate platform Corporation | $386.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERMILLION FINANCIAL ADVISORS, INC. CRD 119239 | South Barrington, IL | Corporate platform Corporation | $386.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKYLINE ADVISORS, INC. CRD 188511 | Bellingham, WA | Corporate platform Corporation | $386.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| OSTROFE FINANCIAL CONSULTANTS INC CRD 110064 | Grass Valley, CA | Corporate platform Corporation | $386.4M | 3 advisors | Percentage of AUM | View | |
| HD MONEY, INC. CRD 167623 | Sarasota, FL | Corporate platform Corporation | $386.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CANNON CAPITAL MANAGEMENT, INC. CRD 144247 | Salt Lake City, UT | Corporate platform Corporation | $386.1M | 3 advisors | Percentage of AUM | View | |
| TAPPALPHA CRD 327980 | WA | Corporate platform Corporation | $386.0M | 1 advisors | Percentage of AUM; % OF NET POSITIVE OPTIONS INCOME AS SUB-ADVISER | View | |
| RANCH CAPITAL ADVISORS INC. CRD 300966 | Sarasota, FL | Corporate platform Corporation | $385.5M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ELEVATE WEALTH ADVISORY, INC. CRD 149713 | Athens, GA | Corporate platform Corporation | $385.5M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REALTA INVESTMENT ADVISORS, INC CRD 134952 | Wilmington, DE | Corporate platform Corporation | $385.4M | 54 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH MANAGEMENT RESOURCES, INC. CRD 45452 | Smithfield, RI | Corporate platform Corporation | $385.2M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAIRN INVESTMENT GROUP CRD 143601 | Vancouver, WA | Corporate platform Corporation | $385.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PSI CAPITAL MANAGEMENT CRD 117105 | Lancaster, PA | Corporate platform Corporation | $384.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LASALLE DEBT INVESTORS, INC. CRD 158422 | Los Angeles, CA | Corporate platform Corporation | $384.7M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| ATLANTIC INVESTMENT MANAGEMENT, INC CRD 137698 | New York, NY | Corporate platform Corporation | $384.0M | 4 advisors | Percentage of AUM; Performance-based fees | View |