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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 | |||||
|---|---|---|---|---|---|---|---|
| T. ANTON INVESTMENT HOUSE, INC. CRD 174970 | Madison, WI | Corporate platform Corporation | $366.6M | 3 advisors | Percentage of AUM | View | |
| SHIRA RIDGE WEALTH MANAGEMENT CRD 117627 | San Rafael, CA | Corporate platform Corporation | $366.4M | 2 advisors | Percentage of AUM | View | |
| M. E. ALLISON & CO., INC. CRD 1047 | San Antonio, TX | Corporate platform Corporation | $366.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTH CAPITAL CRD 148802 | Salt Lake City, UT | Corporate platform Corporation | $365.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHICAGO WEALTH MANAGEMENT, INC. CRD 112271 | Chicago, IL | Corporate platform Corporation | $365.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEALWOOD ASSET MANAGEMENT CRD 105245 | Minneapolis, MN | Corporate platform Corporation | $365.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KONDO WEALTH ADVISORS, INC CRD 175347 | Pasadena, CA | Corporate platform Corporation | $365.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FPC INVESTMENT ADVISORY, INC. CRD 122728 | Petaluma, CA | Corporate platform Corporation | $364.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEBOLD CAPITAL MANAGEMENT, INC CRD 122941 | Lisle, IL | Corporate platform Corporation | $364.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REGENCY CAPITAL MANAGEMENT INC. CRD 312435 | Honolulu, HI | Corporate platform Corporation | $364.1M | 2 advisors | Percentage of AUM | View | |
| SOLITUDE FINANCIAL SERVICES, INC. CRD 150348 | Charlottesville, VA | Corporate platform Corporation | $363.5M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| SARONA ASSET MANAGEMENT INC. CRD 160963 | Kitchener | Corporate platform Corporation | $363.0M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MARKETRIDERS CRD 147963 | Chesterfield, MO | Corporate platform Corporation | $363.0M | 4 advisors | Percentage of AUM; Subscription fees | View | |
| PACE FINANCIAL ADVISORS CRD 318359 | Hillsboro, OR | Corporate platform Corporation | $362.1M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| BRIGGS WEALTH MANAGEMENT, INC. CRD 125518 | Glastonbury, CT | Corporate platform Corporation | $362.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNION SQUARE GLOBAL WEALTH MANAGEMENT CRD 111776 | San Francisco, CA | Corporate platform Corporation | $361.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SONATA CAPITAL GROUP INC CRD 111277 | Seattle, WA | Corporate platform Corporation | $360.7M | 5 advisors | Percentage of AUM | View | |
| GOLDMAN LANCASTER, INC. CRD 136134 | Long Beach, CA | Corporate platform Corporation | $360.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASCADE INVESTMENT ADVISORS, INC. CRD 117294 | Oregon City, OR | Corporate platform Corporation | $360.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| JESSUP WEALTH MANAGEMENT CRD 323035 | Dayton, OH | Corporate platform Corporation | $360.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DECKER RETIREMENT PLANNING INC. CRD 284281 | Lehi, UT | Corporate platform Corporation | $359.9M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| U. S. BOSTON CAPITAL CORPORATION CRD 5251 | Lincoln, MA | Corporate platform Corporation | $359.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOVAK & POWELL FINANCIAL SERVICES, INC. CRD 112970 | St.. Petersburg, FL | Corporate platform Corporation | $359.5M | 7 advisors | Percentage of AUM | View | |
| THE DAVID J. YVARS GROUP INC. CRD 328901 | CA | Corporate platform Corporation | $359.3M | 4 advisors | Percentage of AUM | View |