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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 | |||||
|---|---|---|---|---|---|---|---|
| WESTWOOD WEALTH MANAGEMENT CRD 290658 | Los Angeles, CA | Corporate platform Corporation | $300.4M | 2 advisors | Percentage of AUM | View | |
| WEALTH ADVISORS NETWORK, INC. CRD 113836 | Hastings, NE | Corporate platform Corporation | $300.3M | 8 advisors | Percentage of AUM; REFERRAL FEES FROM THIRD PARTY MONEY MANAGER | View | |
| SPRENG CAPITAL MANAGEMENT, INC. CRD 119902 | Bucyrus, OH | Corporate platform Corporation | $300.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| AZZENDO WEALTH ADVISORS CRD 145919 | Coral Gables, FL | Corporate platform Corporation | $300.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KENNON FINANCIAL CRD 301130 | Sarasota, FL | Corporate platform Corporation | $300.0M | 1 advisors | Percentage of AUM | View | |
| ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM CRD 7726 | Liberty Lake, WA | Corporate platform Corporation | $300.0M | 6 advisors | Percentage of AUM | View | |
| SECURITY FIRST FINANCIAL CRD 122408 | Swartz Creek, MI | Corporate platform Corporation | $299.5M | 2 advisors | Percentage of AUM | View | |
| PETERSON FINANCIAL GROUP, INC. CRD 169519 | Des Moines, IA | Corporate platform Corporation | $299.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PHYSICIAN WEALTH SOLUTIONS CRD 151570 | CA | Corporate platform Corporation | $298.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CORE CAPITAL MANAGEMENT AND RESEARCH INC. CRD 146285 | Houston, TX | Corporate platform Corporation | $298.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BOWERS WEALTH MANAGEMENT, INC. CRD 145476 | Glenbrook, NV | Corporate platform Corporation | $298.5M | 2 advisors | Percentage of AUM | View | |
| STERN CAPITAL MANAGEMENT, INC. CRD 124405 | Old Bridge, NJ | Corporate platform Corporation | $297.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CALDER FINANCIAL GROUP CRD 143973 | Ada, MI | Corporate platform Corporation | $297.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIRCHBROOK CRD 105164 | Bangor, ME | Corporate platform Corporation | $296.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE YANKER GROUP CRD 281364 | Manchester, MO | Corporate platform Corporation | $296.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LETSON INVESTMENT MANAGEMENT, INC. CRD 125830 | GA | Corporate platform Corporation | $296.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AUSTIN MONEY MANAGEMENT CORPORATION CRD 302038 | Austin, TX | Corporate platform Corporation | $296.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFUSIVE ASSET MANAGEMENT INC. CRD 285765 | New York, NY | Corporate platform Corporation | $295.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| COLBERT INVESTMENT MANAGEMENT CO CRD 108642 | Miami, FL | Corporate platform Corporation | $295.8M | 2 advisors | Percentage of AUM | View | |
| HWA FINANCIAL GROUP CRD 120745 | Ellicott City, MD | Corporate platform Corporation | $295.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOUGLAS CAPITAL MANAGEMENT INC CRD 106262 | Jacksonville, FL | Corporate platform Corporation | $295.2M | 3 advisors | Percentage of AUM | View | |
| CARPENTER, CLAYDON ADVISORS, INC. CRD 143516 | Maitland, FL | Corporate platform Corporation | $294.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEWARDSHIP TRUST ADVISORS CRD 121348 | Grandville, MI | Corporate platform Corporation | $294.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALL CAPITAL GROUP, INC. CRD 105913 | Phoenix, AZ | Corporate platform Corporation | $294.7M | 3 advisors | Percentage of AUM; Fixed fees | View |