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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 | |||||
|---|---|---|---|---|---|---|---|
| 4:8 FINANCIAL CRD 335831 | Canby, OR | Corporate platform Corporation | $318.0M | 4 advisors | Percentage of AUM | View | |
| RANSOM ADVISORY CRD 318747 | MA | Corporate platform Corporation | $317.9M | 1 advisors | Percentage of AUM | View | |
| MEIRA WEALTH CRD 108648 | Coral Gables, FL | Corporate platform Corporation | $317.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWIN SECURITIES, INC. CRD 158318 | New York, NY | Corporate platform Corporation | $317.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY FINANCIAL ADVISORS CORPORATION CRD 115384 | Bloomington, MN | Corporate platform Corporation | $317.7M | 2 advisors | Percentage of AUM; Commissions | View | |
| WEALTH PRO ADVISORS, INC. CRD 169266 | Sarasota, FL | Corporate platform Corporation | $317.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BCA PRIVATE WEALTH, INC. CRD 140913 | Greenville, SC | Corporate platform Corporation | $317.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MENDEL MONEY MANAGEMENT INC CRD 105974 | Northbrook, IL | Corporate platform Corporation | $317.1M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SWISHER FINANCIAL CONCEPTS, INC. CRD 121384 | Westerville, OH | Corporate platform Corporation | $317.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FIRST FINANCIAL GROUP CRD 134006 | Raleigh, NC | Corporate platform Corporation | $317.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DKM WEALTH MANAGEMENT, INC. CRD 316778 | Stockton, CA | Corporate platform Corporation | $316.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| THE MUSTICO FINANCIAL GROUP, INC. CRD 125763 | Elmira, NY | Corporate platform Corporation | $316.5M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. CRD 109232 | Rockville, MD | Corporate platform Corporation | $316.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PACIFICA PARTNERS CAPITAL MANAGEMENT CRD 148834 | Surrey, AZ | Corporate platform Corporation | $316.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARQUETTE ASSOCIATES, INC. CRD 118655 | West Chester, PA | Corporate platform Corporation | $315.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THAMES FINANCIAL MANAGEMENT CRD 126295 | Norwich, CT | Corporate platform Corporation | $315.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WMS WEALTH PLANNERS CRD 305481 | Pittsburgh, PA | Corporate platform Corporation | $314.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BERNARD WEALTH MANAGEMENT CORP. CRD 159533 | Royal Oak, MI | Corporate platform Corporation | $314.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CTS FINANCIAL PLANNING, INC. CRD 110960 | Chicago, IL | Corporate platform Corporation | $313.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUST ADVISORY GROUP LTD CRD 106926 | Birmingham, AL | Corporate platform Corporation | $313.5M | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JPC WEALTH MANAGEMENT, INC. CRD 120267 | Petaluma, CA | Corporate platform Corporation | $312.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLMENT FINANCIAL CRD 166746 | Elmhurst, IL | Corporate platform Corporation | $312.7M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONERE WEALTH MANAGEMENT, INC. CRD 173076 | Schaumburg, IL | Corporate platform Corporation | $312.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHSTAR FINANCIAL PLANNERS, INC. CRD 131507 | Plantation, FL | Corporate platform Corporation | $311.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |