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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 | |||||
|---|---|---|---|---|---|---|---|
| PARAGON FINANCIAL SERVICES CRD 164832 | Richmond, VA | Corporate platform Corporation | $383.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCADIA WEALTH MANAGEMENT CRD 165504 | Smithtown, NY | Corporate platform Corporation | $383.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| KEATING INVESTMENT COUNSELORS INC CRD 110134 | Delray Beach, FL | Corporate platform Corporation | $383.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC. CRD 165145 | Buffalo, MN | Corporate platform Corporation | $382.9M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL PLANNING HAWAII, INC. CRD 153930 | Honolulu, HI | Corporate platform Corporation | $382.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROCTOR FINANCIAL CRD 122021 | Sherborn, MA | Corporate platform Corporation | $382.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CARTER FINANCIAL GROUP, INC. CRD 301025 | Barrington, IL | Corporate platform Corporation | $382.2M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DESTINY CAPITAL CORPORATION CRD 111196 | Denver, CO | Corporate platform Corporation | $382.2M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PICTET ASSET MANAGEMENT (USA) CORP CRD 306378 | New York, NY | Corporate platform Corporation | $382.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THE STRATEGIC FINANCIAL ALLIANCE CRD 126514 | Atlanta, GA | Corporate platform Corporation | $382.0M | 41 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SNYDER WEALTH GROUP CRD 106425 | Medford, NY | Corporate platform Corporation | $382.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PECAUT WEALTH MANAGEMENT CRD 2997 | Sioux City, IA | Corporate platform Corporation | $381.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PHILOSMITH CAPITAL CORPORATION CRD 162082 | Stamford, CT | Corporate platform Corporation | $380.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SUNCAP MANAGEMENT CRD 304638 | New Orleans, LA | Corporate platform Corporation | $380.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DARDEN WEALTH GROUP CRD 294926 | Ann Arbor, MI | Corporate platform Corporation | $379.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AGNELLO FINANCIAL GROUP, INC. CRD 141522 | West Palm Beach, FL | Corporate platform Corporation | $378.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED CRD 125142 | Toronto, On | Corporate platform Corporation | $377.8M | 13 advisors | Percentage of AUM | View | |
| FAIRHAVEN FINANCIAL ADVISORY CORPORATION CRD 124266 | East Lansing, MI | Corporate platform Corporation | $377.6M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FAMILY LEGACY, INC. CRD 110945 | Greenville, SC | Corporate platform Corporation | $377.3M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC PLANNING, INC. CRD 139648 | Columbus, OH | Corporate platform Corporation | $376.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KLEINFELDER CAPITAL, INC. CRD 289345 | Cincinnati, OH | Corporate platform Corporation | $376.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RHODES INVESTMENT ADVISORS, INC. CRD 114245 | Fort Worth, TX | Corporate platform Corporation | $376.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHRISTY CAPITAL MANAGEMENT, INC. CRD 149313 | Macon, GA | Corporate platform Corporation | $376.3M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CONCORDE INVESTMENT MANAGEMENT CRD 105237 | Dallas, TX | Corporate platform Corporation | $376.2M | 3 advisors | Percentage of AUM; Hourly charges | View |