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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 | |||||
|---|---|---|---|---|---|---|---|
| TRILL IMPACT ADVISORY INC. CRD 328179 | New York, NY | Corporate platform Corporation | $348.2M | 4 advisors | SEE MISC. SECTION ON SCHEDULE D. | View | |
| WAFD WEALTH, INC CRD 337346 | Seattle, WA | Corporate platform Corporation | $348.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| AMERICAN RETIREMENT PLANNING GROUP INC CRD 108300 | Las Vegas, NV | Corporate platform Corporation | $348.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GEBHARDT GROUP, INC CRD 142903 | Lafayette, CA | Corporate platform Corporation | $346.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GBM WEALTH MANAGEMENT, INC. CRD 145049 | Houston, TX | Corporate platform Corporation | $346.4M | 8 advisors | Percentage of AUM | View | |
| INTRINSIC WEALTH COUNSEL, INC. CRD 105022 | Tempe, AZ | Corporate platform Corporation | $344.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEPSIS, INC. CRD 141203 | Minneapolis, MN | Corporate platform Corporation | $344.5M | 18 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| GUINNESS ATKINSON ASSET MANAGEMENT, INC. CRD 124465 | Pasadena, CA | Corporate platform Corporation | $344.4M | 24 advisors | Percentage of AUM | View | |
| THE CLARK GROUP ASSET MANAGEMENT CRD 164405 | Dana Point, CA | Corporate platform Corporation | $343.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BOURNE LENT ASSET MANAGAMENT, INC. CRD 111114 | Pawling, NY | Corporate platform Corporation | $343.9M | 3 advisors | Percentage of AUM | View | |
| FORMULA GROWTH LIMITED CRD 163245 | Montreal | Corporate platform Corporation | $343.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FORMULA GROWTH MANAGEMENT CORP CRD 285005 | New York, NY | Corporate platform Corporation | $343.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COORDINATED FINANCIAL PLANNING CORP CRD 105143 | Cincinnati, OH | Corporate platform Corporation | $343.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. CRD 105959 | Memphis, TN | Corporate platform Corporation | $342.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLEBROOK ADVISORS CRD 304438 | New York, NY | Corporate platform Corporation | $342.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| J. HAGAN CAPITAL, INC. CRD 168467 | Louisville, KY | Corporate platform Corporation | $341.8M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMEDLEY FINANCIAL SERVICES INC CRD 110870 | Salt Lake City, UT | Corporate platform Corporation | $341.8M | 6 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| ERGAWEALTH ADVISORS, INC. CRD 290030 | Oak Brook, IL | Corporate platform Corporation | $341.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOMAS WRIGHT ASSET MANAGEMENT, INC. CRD 105192 | San Juan, PR | Corporate platform Corporation | $341.3M | 1 advisors | Percentage of AUM | View | |
| RM PRIVATE WEALTH MANAGEMENT CRD 300082 | Miami, FL | Corporate platform Corporation | $340.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| POST RESCH TALLON GROUP CRD 156302 | Pittsford, NY | Corporate platform Corporation | $340.2M | 5 advisors | Percentage of AUM | View | |
| THE MATHES COMPANY, INC. CRD 109288 | New York, NY | Corporate platform Corporation | $339.8M | 5 advisors | Percentage of AUM | View | |
| AZA CAPITAL MANAGEMENT CRD 109784 | Chicago, IL | Corporate platform Corporation | $339.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| TURNING POINT FINANCIAL CRD 301282 | Frederick, MD | Corporate platform Corporation | $339.4M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View |