Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. CRD 116556 | Richland, WA | Corporate platform Corporation | $294.3M | 9 advisors | Percentage of AUM | View | |
| RESOLUTE WEALTH ADVISOR, INC. CRD 290349 | Findlay, OH | Corporate platform Corporation | $293.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC. CRD 106574 | Elmhurst, NY | Corporate platform Corporation | $293.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PRIVATE PORTFOLIOS, INC. CRD 111905 | San Mateo, CA | Corporate platform Corporation | $293.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TATE PRIVATE WEALTH ADVISERS CRD 120938 | Sacramento, CA | Corporate platform Corporation | $293.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MFA WEALTH SERVICES CRD 169013 | Thousand Oaks, CA | Corporate platform Corporation | $293.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC. CRD 162268 | Ann Arbor, MI | Corporate platform Corporation | $292.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HEMMING& WEALTH MANAGEMENT, INC. CRD 300918 | Traverse City, MI | Corporate platform Corporation | $292.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONG ISLAND WEALTH MANAGEMENT, INC. CRD 173363 | Melville, NY | Corporate platform Corporation | $291.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MADDEN ADVISORY SERVICES, INC. CRD 112607 | Jacksonville, FL | Corporate platform Corporation | $291.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE ELLERSON GROUP INC CRD 106658 | Annapolis, MD | Corporate platform Corporation | $291.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LOCKSHIELD PARTNERS, INC. CRD 175433 | Glasgow, KY | Corporate platform Corporation | $290.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIRKS FINANCIAL CORP. CRD 118623 | Herndon, VA | Corporate platform Corporation | $290.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GODSHALK WELSH CAPITAL MANAGEMENT, INC. CRD 106410 | Radnor, PA | Corporate platform Corporation | $290.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOX HILL WEALTH MANAGEMENT CRD 321881 | Dedham, MA | Corporate platform Corporation | $290.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC SUN FINANCIAL CORP CRD 284286 | Los Angeles, CA | Corporate platform Corporation | $290.0M | 3 advisors | Percentage of AUM | View | |
| FULL FINANCIAL INC. CRD 330574 | CO | Corporate platform Corporation | $290.0M | 2 advisors | Percentage of AUM | View | |
| LEGACY WEALTH MANAGEMENT GROUP, INC. CRD 322235 | Lynchburg, VA | Corporate platform Corporation | $289.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILEY HUNT WEALTH MANAGEMENT, INC. CRD 164942 | Omaha, NE | Corporate platform Corporation | $289.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAMILY CFO INC CRD 127335 | CA | Corporate platform Corporation | $289.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANT KOEHLER & LEVIN LTD. CRD 125531 | CA | Corporate platform Corporation | $289.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUARDIAN WEALTH MANAGEMENT INC. CRD 154159 | Peoria, IL | Corporate platform Corporation | $289.1M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL GUIDANCE GROUP, INC. CRD 108799 | TN | Corporate platform Corporation | $288.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KANANI ADVISORY GROUP INC. CRD 288314 | Irvine, CA | Corporate platform Corporation | $288.2M | 4 advisors | Percentage of AUM; Fixed fees | View |