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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 | |||||
|---|---|---|---|---|---|---|---|
| CRESAP, INC. CRD 25899 | Radnor, PA | Corporate platform Corporation | $339.0M | 4 advisors | Percentage of AUM; FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV | View | |
| DIVERSIFIED FINANCIAL MANAGEMENT CRD 171813 | Norwell, MA | Corporate platform Corporation | $338.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOOKENDS FINANCIAL PLANNING CRD 305301 | Indianapolis, IN | Corporate platform Corporation | $338.3M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| NICHOLSON MEYER CAPITAL MANAGEMENT, INC. CRD 105580 | Kansas City, MO | Corporate platform Corporation | $338.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TECHNOMART RGA INC CRD 107891 | Baltimore, MD | Corporate platform Corporation | $337.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| UWHARRIE INVESTMENT ADVISORS, INC. CRD 117592 | Albemarle, NC | Corporate platform Corporation | $337.8M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| EVOADVISORS CRD 149615 | Richmond, VA | Corporate platform Corporation | $337.2M | 6 advisors | Fixed fees | View | |
| MULLANEY KEATING & WRIGHT INC CRD 110743 | Middletown, CT | Corporate platform Corporation | $337.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSEMBLY WEALTH CRD 108834 | Mill Valley, CA | Corporate platform Corporation | $336.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOURNEY FINANCIAL GROUP, INC. CRD 123565 | Buffalo Grove, IL | Corporate platform Corporation | $336.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST DALLAS SECURITIES, INC. CRD 24549 | Dallas, TX | Corporate platform Corporation | $335.7M | 9 advisors | Commissions | View | |
| MID-AMERICAN WEALTH ADVISORY GROUP CRD 301621 | Kansas City, MO | Corporate platform Corporation | $335.6M | 6 advisors | Percentage of AUM | View | |
| PERSONAL FINANCIAL PROFILES INC CRD 109327 | Coral Springs, FL | Corporate platform Corporation | $335.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEIK CAPITAL MANAGEMENT CRD 107068 | Wyomissing, PA | Corporate platform Corporation | $334.7M | 6 advisors | Percentage of AUM | View | |
| SLAYTON LEWIS INC CRD 114596 | Salt Lake City, UT | Corporate platform Corporation | $334.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEWELL FINANCIAL GROUP, INC. CRD 333535 | CA | Corporate platform Corporation | $334.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENVISION CAPITAL MANAGEMENT INC CRD 107150 | CA | Corporate platform Corporation | $334.1M | 2 advisors | Percentage of AUM | View | |
| EVERMONT WEALTH CRD 168581 | Claremont, CA | Corporate platform Corporation | $333.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOOD HARBOR ADVISORS, INC. CRD 143492 | Gloucester, MA | Corporate platform Corporation | $333.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENT PARTNERS ASSET MANAGEMENT CRD 121812 | Metuchen, NJ | Corporate platform Corporation | $333.4M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FAIRFIELD FINANCIAL ADVISORS CRD 106408 | Wellesley, MA | Corporate platform Corporation | $333.2M | 4 advisors | Percentage of AUM | View | |
| CHARTER ADVISORY CORPORATION CRD 113390 | Indianapolis, IN | Corporate platform Corporation | $333.1M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIBENEDETTO & ASSOCIATES LTD CRD 108092 | Loves Park, IL | Corporate platform Corporation | $333.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAURUS GLOBAL EQUITY MANAGEMENT INC. CRD 317604 | Toronto | Corporate platform Corporation | $332.7M | 4 advisors | Percentage of AUM | View |