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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL CITIES INVESTMENTS CRD 116185 | Indianapolis, IN | Corporate platform Corporation | $287.9M | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MARTIN NELSON & CO., INC. CRD 2903 | Seattle, WA | Corporate platform Corporation | $287.3M | 4 advisors | Percentage of AUM | View | |
| VALLEY FINANCIAL GROUP CRD 312254 | Ambler, PA | Corporate platform Corporation | $287.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RICE FINANCIAL CONSULTING, INC. CRD 170346 | Los Gatos, CA | Corporate platform Corporation | $287.2M | 5 advisors | Percentage of AUM | View | |
| MCBEATH FINANCIAL GROUP CRD 167188 | Normal, IL | Corporate platform Corporation | $287.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHWAYS WEALTH MANAGEMENT, INC. CRD 154125 | CA | Corporate platform Corporation | $287.0M | 3 advisors | Percentage of AUM | View | |
| LYNX CAPITAL GROUP LTD CRD 120459 | CA | Corporate platform Corporation | $286.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OTTO & ASSOCIATES, INC. CRD 109493 | Norwich, VT | Corporate platform Corporation | $286.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| J.F. WILLIAMS CO., INC. CRD 113569 | Denver, CO | Corporate platform Corporation | $286.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL FORUM, INC. CRD 307740 | Spokane, WA | Corporate platform Corporation | $285.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| OMNISTAR FINANCIAL GROUP, INC. CRD 138515 | Wilmington, NC | Corporate platform Corporation | $285.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY WEALTH ADVISORS, INC. CRD 281708 | Ventura, CA | Corporate platform Corporation | $285.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PALMER KNIGHT COMPANY CRD 112983 | Jacksonville, FL | Corporate platform Corporation | $285.4M | 2 advisors | Percentage of AUM | View | |
| FINGERLAKES WEALTH MANAGEMENT, INC. CRD 149709 | Ithaca, NY | Corporate platform Corporation | $285.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW ENGLAND RESEARCH & MANAGEMENT, INC. CRD 110739 | Chicago, IL | Corporate platform Corporation | $285.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PANDORA WEALTH, INC. CRD 331816 | Oakbrook Terrace, IL | Corporate platform Corporation | $285.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PHYSICIAN FAMILY FINANCIAL ADVISORS INC CRD 138433 | Beaverton, OR | Corporate platform Corporation | $284.9M | 3 advisors | Fixed fees | View | |
| KANE COMPANY WEALTH MANAGEMENT, INC. CRD 115756 | Johnston, IA | Corporate platform Corporation | $284.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHTHOUSE RETIREMENT CRD 147403 | Ponte Vedra, FL | Corporate platform Corporation | $284.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPEN WINDOW FINANCIAL SOLUTIONS, LTD. CRD 131562 | Reno, NV | Corporate platform Corporation | $284.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FOUNDRY FINANCIAL GROUP, INC. CRD 116823 | Laconia, NH | Corporate platform Corporation | $284.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREEMAN, WILL & NIEMEIER, INC. CRD 121628 | Evansville, IN | Corporate platform Corporation | $284.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT CRD 1329 | Macon, GA | Corporate platform Corporation | $284.2M | 5 advisors | Percentage of AUM | View | |
| PENINSULA ASSET MANAGEMENT INC CRD 108600 | Bradenton, FL | Corporate platform Corporation | $284.1M | 2 advisors | Percentage of AUM | View |