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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 | |||||
|---|---|---|---|---|---|---|---|
| ARDENT CAPITAL MANAGEMENT, INC. CRD 108264 | Cincinnati, OH | Corporate platform Corporation | $327.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LAW & ASSOCIATES INC CRD 105350 | Glen Echo, MD | Corporate platform Corporation | $326.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BAY RIVERS GROUP WEALTH PARTNERS CRD 290095 | Williamsburg, VA | Corporate platform Corporation | $326.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFEPLAN GROUP CRD 144157 | Raleigh, NC | Corporate platform Corporation | $326.0M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RESOLUTE GLOBAL PARTNERS, LTD. CRD 160743 | Hamilton | Corporate platform Corporation | $325.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CATAWBA RIVER CAPITAL CRD 134217 | Lake Wylie, SC | Corporate platform Corporation | $325.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| TREIBERG WEALTH MANAGEMENT CRD 284140 | Tucson, AZ | Corporate platform Corporation | $325.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNIVERSAL FINANCIAL SERVICES INC. CRD 131558 | Guaynabo, PR | Corporate platform Corporation | $324.6M | 1 advisors | Percentage of AUM | View | |
| AULL & MONROE CRD 104830 | Mobile, AL | Corporate platform Corporation | $323.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAUER CAPITAL MANAGEMENT LTD CRD 109660 | Sioux Falls, SD | Corporate platform Corporation | $322.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| B.B. GRAHAM & COMPANY, INC. CRD 41533 | Orange, CA | Corporate platform Corporation | $321.7M | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSET PRESERVATION GROUP INC CRD 108150 | Grapevine, TX | Corporate platform Corporation | $321.2M | 2 advisors | Percentage of AUM | View | |
| ADVISORS FINANCIAL, INC. CRD 144837 | Vienna, VA | Corporate platform Corporation | $321.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC FINANCIAL PARTNERS, LTD CRD 148858 | CA | Corporate platform Corporation | $321.1M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TOOMEY INVESTMENT MANAGEMENT, INC CRD 127346 | Wallingford, CT | Corporate platform Corporation | $321.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AWM FINANCIAL SERVICES INC. CRD 144351 | The Woodlands, TX | Corporate platform Corporation | $320.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADASINA SOCIAL CAPITAL CRD 151411 | — | Corporate platform Corporation | $320.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAWYER & CO INC CRD 112849 | Boston, MA | Corporate platform Corporation | $320.1M | 3 advisors | Percentage of AUM | View | |
| OPTIVEST, INC. CRD 137070 | San Juan Capistrano, CA | Corporate platform Corporation | $319.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHILLIP B. WHITE CO., INC CRD 300623 | San Luis Obispo, CA | Corporate platform Corporation | $318.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENERAL PARTNER, INC. CRD 302070 | PA | Corporate platform Corporation | $318.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FMI CRD 117600 | Ardmore, OK | Corporate platform Corporation | $318.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IMPACT INVESTORS CRD 289028 | AZ | Corporate platform Corporation | $318.2M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| MODEL WEALTH CRD 299798 | CO | Corporate platform Corporation | $318.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |