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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 | |||||
|---|---|---|---|---|---|---|---|
| KACHKOVSKY & FISHER, INC. CRD 117811 | San Diego, CA | Corporate platform Corporation | $305.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YON DRAKE & ASSOCIATES INC CRD 111491 | Columbia, SC | Corporate platform Corporation | $304.7M | 2 advisors | Percentage of AUM | View | |
| FUTURE FINANCES INC CRD 105190 | Columbus, OH | Corporate platform Corporation | $304.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HERGENROEDER FINANCIAL ADVISORS, INC. CRD 121278 | Timonium, MD | Corporate platform Corporation | $304.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHERN CAPITAL RETIREMENT SERVICES, INC. CRD 163327 | Spokane, WA | Corporate platform Corporation | $304.2M | 8 advisors | Percentage of AUM | View | |
| OAKWOOD CAPITAL, INC. CRD 112399 | St.. Louis Park, MN | Corporate platform Corporation | $304.2M | 18 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PROFESSIONAL FINANCIAL MANAGEMENT, INC. CRD 118117 | Bozeman, MT | Corporate platform Corporation | $304.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PROVIDER FINANCIAL, INC. CRD 168964 | Indianapolis, IN | Corporate platform Corporation | $304.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| KEY GROUP MANAGEMENT, INC. CRD 146054 | Fountain Hills, AZ | Corporate platform Corporation | $303.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. CRD 32338 | Hagatna, AZ | Corporate platform Corporation | $303.5M | 4 advisors | Percentage of AUM | View | |
| CAMPBELL CAPITAL MANAGEMENT INC CRD 106130 | Miami, FL | Corporate platform Corporation | $303.3M | 1 advisors | Percentage of AUM | View | |
| INTEGRATED FINANCIAL SOLUTIONS, INC. CRD 112038 | Reston, VA | Corporate platform Corporation | $303.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABBOT FINANCIAL MANAGEMENT, INC CRD 111040 | Andover, MA | Corporate platform Corporation | $303.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MACK INVESTMENT SECURITIES, INC. CRD 17643 | Northfield, IL | Corporate platform Corporation | $302.6M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ACCESS FINANCIAL GROUP, INC. CRD 33065 | Chicago, IL | Corporate platform Corporation | $302.3M | 5 advisors | Percentage of AUM | View | |
| SUMMIT GROUP RETIREMENT PLANNERS, INC. CRD 169823 | Exton, PA | Corporate platform Corporation | $302.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL INVESTMENT ADVISORS CRD 118269 | Washington D.c., DC | Corporate platform Corporation | $302.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAI ADVISORS, INC. CRD 122132 | Farmington Hills, MI | Corporate platform Corporation | $302.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CORE FINANCIAL CRD 155205 | El Segundo, CA | Corporate platform Corporation | $301.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIRABLE CRD 307472 | New York, NY | Corporate platform Corporation | $301.0M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| JOHNSON FINANCIAL ADVISORS CRD 104621 | Tempe, AZ | Corporate platform Corporation | $301.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CASTLE RIDGE ASSET MANAGEMENT LIMITED CRD 309774 | Toronto, Ontario | Corporate platform Corporation | $300.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CAUBLE & HARRE WEALTH MANAGEMENT, INC. CRD 143812 | St.. Louis, MO | Corporate platform Corporation | $300.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STANGIER WEALTH MANAGEMENT CRD 171336 | Clackamas, OR | Corporate platform Corporation | $300.4M | 4 advisors | Percentage of AUM | View |