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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 | |||||
|---|---|---|---|---|---|---|---|
| LIFEWAY FINANCIAL CORPORATION CRD 114276 | Plano, TX | Corporate platform Corporation | $358.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CLOVERFIELDS CAPITAL GROUP, LP CRD 306590 | Minneapolis, MN | Corporate platform Corporation | $358.7M | 1 advisors | Percentage of AUM | View | |
| ARARAT CAPITAL MANAGEMENT LP CRD 291783 | Westport, CT | Corporate platform Corporation | $358.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| POINT WINDWARD ADVISORS, INC. CRD 110457 | New York, NY | Corporate platform Corporation | $358.6M | 8 advisors | Percentage of AUM; Commissions | View | |
| HERITAGE WEALTH MANAGEMENT CRD 122394 | Houston, TX | Corporate platform Corporation | $357.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAPAMARKOU WELLNER PERKIN ADVISORS CRD 131796 | New York, NY | Corporate platform Corporation | $357.5M | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LIFESPAN FINANCIAL STRATEGIES, INC. CRD 119800 | Weston, FL | Corporate platform Corporation | $357.4M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MONTVUE CAPITAL MANAGEMENT, INC. CRD 116807 | Lynchburg, VA | Corporate platform Corporation | $357.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HOULIHAN FINANCIAL RESOURCE GROUP, LTD. CRD 116670 | Ashburn, VA | Corporate platform Corporation | $357.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GKV CAPITAL MANAGEMENT CO INC CRD 108767 | Walnut Creek, CA | Corporate platform Corporation | $357.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HARRINGTON INVESTMENTS, INC. CRD 110790 | Napa, CA | Corporate platform Corporation | $355.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FPNAVIGATORS CRD 332831 | Maple Grove, MN | Corporate platform Corporation | $355.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| HANOVER ADVISORS, INC CRD 119655 | Seneca, SC | Corporate platform Corporation | $354.9M | 2 advisors | Percentage of AUM; DPL, NITROGEN | View | |
| CAPSTONE WEALTH CRD 130128 | Billings, MT | Corporate platform Corporation | $354.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFE PLANNING PARTNERS, INC. CRD 129338 | Jacksonville, FL | Corporate platform Corporation | $354.0M | 5 advisors | Hourly charges; Fixed fees | View | |
| CHERRY CREEK INVESTMENT ADVISORS INC CRD 107426 | Englewood, CO | Corporate platform Corporation | $351.9M | 2 advisors | Percentage of AUM | View | |
| LFA CRD 114674 | St.. Cloud, MN | Corporate platform Corporation | $351.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CRD 147014 | Saline, MI | Corporate platform Corporation | $351.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THREE BEARINGS FIDUCIARY ADVISORS, INC. CRD 283926 | Hampton, NH | Corporate platform Corporation | $350.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TURN8 PRIVATE WEALTH INC. CRD 167608 | Pointe Claire, TX | Corporate platform Corporation | $350.0M | 3 advisors | Percentage of AUM; SUBADVISOR FEES | View | |
| PAUL MANNERS & ASSOCIATES, INC. CRD 110996 | Marietta, GA | Corporate platform Corporation | $349.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BROOKS, MOORE & ASSOCIATES, INC. CRD 105716 | Chattanooga, TN | Corporate platform Corporation | $348.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FACTOR INVESTING GROUP CRD 315131 | Westborough, MA | Corporate platform Corporation | $348.8M | 4 advisors | Percentage of AUM | View | |
| EGI FINANCIAL, INC. CRD 120607 | Akron, OH | Corporate platform Corporation | $348.7M | 8 advisors | Percentage of AUM; Hourly charges | View |