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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 | |||||
|---|---|---|---|---|---|---|---|
| INTERNATIONAL MONEY MATTERS PVT LTD CRD 329433 | Bangalore, Karnataka | Corporate platform Corporation | $311.6M | 21 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MILLER CAPITAL CRD 124489 | Troy, MI | Corporate platform Corporation | $311.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRIFFITHS, DREHER & EVANS, P.S., CPAS CRD 142448 | Spokane, WA | Corporate platform Corporation | $311.4M | 10 advisors | Percentage of AUM | View | |
| TWO POINT CAPITAL MANAGEMENT, INC. CRD 131816 | Pittsford, NY | Corporate platform Corporation | $310.5M | 3 advisors | Percentage of AUM | View | |
| HUDSON ADVISOR SERVICES, INC. CRD 107769 | Buffalo, NY | Corporate platform Corporation | $310.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| H. C. DENISON CO. CRD 1628 | Sheboygan, WI | Corporate platform Corporation | $310.0M | 4 advisors | Percentage of AUM | View | |
| AMERICAN WEALTH MANAGEMENT, INC. CRD 25536 | Alpharetta, GA | Corporate platform Corporation | $310.0M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| WINDWARD PRIVATE WEALTH MANAGEMENT INC. CRD 113761 | Overland Park, KS | Corporate platform Corporation | $309.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| TRUNORTH FINANCIAL SERVICES, INC. CRD 111308 | Chambersburg, PA | Corporate platform Corporation | $309.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON FINANCIAL STRATEGIES CORP. CRD 132987 | Raleigh, NC | Corporate platform Corporation | $309.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTERN FINANCIAL CORPORATION CRD 6118 | San Diego, CA | Corporate platform Corporation | $309.2M | 2 advisors | Percentage of AUM | View | |
| NEW PERSPECTIVES, INC. CRD 113925 | Ridgeland, MS | Corporate platform Corporation | $308.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINIVI INC. CRD 292329 | Westborough, MA | Corporate platform Corporation | $308.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADWAY WEALTH SOLUTIONS CRD 291753 | San Antonio, TX | Corporate platform Corporation | $308.1M | 11 advisors | Percentage of AUM | View | |
| HOLLAND ADVISORY SERVICES, INC. CRD 136302 | Ormond Beach, FL | Corporate platform Corporation | $307.7M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE SKY CAPITAL CONSULTANTS GROUP, INC. CRD 329575 | Poway, CA | Corporate platform Corporation | $306.3M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCALLISTER CAPITAL MANAGEMENT CRD 115613 | Jackson, MS | Corporate platform Corporation | $306.2M | 3 advisors | Percentage of AUM | View | |
| ONEAMERICA SECURITIES, INC. CRD 4173 | Indianapolis, IN | Corporate platform Corporation | $306.1M | 306 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINER WEALTH MANAGEMENT, INC. CRD 129987 | Salem, MA | Corporate platform Corporation | $305.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINANS INVESTMENTS CRD 107125 | Las Vegas, NV | Corporate platform Corporation | $305.6M | 4 advisors | Percentage of AUM | View | |
| JOEL ADAMS AND ASSOCIATES INC. CRD 319379 | Asheville, NC | Corporate platform Corporation | $305.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MWA ASSET MANAGEMENT CRD 142912 | Danvers, MA | Corporate platform Corporation | $305.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VICTORIA CAPITAL MANAGEMENT, INC. CRD 107665 | Charleston, SC | Corporate platform Corporation | $305.5M | 3 advisors | Percentage of AUM | View | |
| RETIREMENT CAPITAL STRATEGIES, INC. CRD 139009 | San Jose, CA | Corporate platform Corporation | $305.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |