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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 | |||||
|---|---|---|---|---|---|---|---|
| HOLDER WEALTH MANAGEMENT CRD 170086 | Champaign, IL | Corporate platform Corporation | $284.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ZOE FINANCIAL, INC. CRD 285158 | New York, NY | Corporate platform Corporation | $283.5M | 2 advisors | Percentage of AUM · REFERRAL +1 more | View | |
| BERKSHIRE CAPITAL HOLDINGS INC CRD 107175 | CA | Corporate platform Corporation | $283.0M | 1 advisors | Percentage of AUM | View | |
| BULMAN WEALTH GROUP CRD 313552 | Roseville, CA | Corporate platform Corporation | $283.0M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STOLZ & ASSOCIATES, PS CRD 117216 | Tacoma, WA | Corporate platform Corporation | $282.2M | 3 advisors | Percentage of AUM | View | |
| PELOTON CAPITAL MANAGEMENT CRD 109775 | Indianapolis, IN | Corporate platform Corporation | $282.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOUNDERS CAPITAL MANAGEMENT INC CRD 111164 | Houston, TX | Corporate platform Corporation | $281.8M | 2 advisors | Percentage of AUM | View | |
| CARUSO MCLEAN & CO., INC. CRD 126084 | Utica, NY | Corporate platform Corporation | $281.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BANYAN CAPITAL MANAGEMENT, INC. CRD 108123 | Atlanta, GA | Corporate platform Corporation | $281.7M | 2 advisors | Percentage of AUM | View | |
| B.A. SCHROCK WEALTH MANAGEMENT CRD 304694 | Wadsworth, OH | Corporate platform Corporation | $281.6M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| BROOKLINE INVESTMENTS, INC. CRD 109239 | Birmingham, AL | Corporate platform Corporation | $281.5M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GPM GROWTH INVESTORS, INC. CRD 107645 | Bloomfield Hills, MI | Corporate platform Corporation | $281.3M | 5 advisors | Percentage of AUM | View | |
| FARROW FINANCIAL INC CRD 110526 | South Burlington, VT | Corporate platform Corporation | $280.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLOW CREEK CAPITAL MANAGEMENT, INC. CRD 333911 | Missoula, MT | Corporate platform Corporation | $280.0M | 4 advisors | Percentage of AUM | View | |
| CREEKSIDE CAPITAL, INC. CRD 108972 | Knoxville, TN | Corporate platform Corporation | $279.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TANDEM CAPITAL MANAGEMENT, INC. CRD 107856 | Woodcliff Lake, NJ | Corporate platform Corporation | $279.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDSTEIN CAPITAL CORP. CRD 126146 | NY | Corporate platform Corporation | $279.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CRF FINANCIAL GROUP CRD 127388 | Indianapolis, IN | Corporate platform Corporation | $279.5M | 1 advisors | Percentage of AUM | View | |
| MOSLEY WEALTH MANAGEMENT, INC. CRD 318592 | Anaheim, CA | Corporate platform Corporation | $279.5M | 10 advisors | Percentage of AUM | View | |
| AMERICAN FINANCIAL & TAX STRATEGIES, INC. CRD 115559 | New York, NY | Corporate platform Corporation | $279.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHWORKS FINANCIAL, INC. CRD 138393 | Novi, MI | Corporate platform Corporation | $279.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TSW WEALTH MANAGEMENT CRD 125209 | Framingham, MA | Corporate platform Corporation | $279.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DETTERBECK WEALTH MANAGEMENT CRD 111594 | Palatine, IL | Corporate platform Corporation | $279.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HORIZON FAMILY WEALTH, INC. CRD 315484 | Chicago, IL | Corporate platform Corporation | $278.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |