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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 | |||||
|---|---|---|---|---|---|---|---|
| BEACON WEALTH CONSULTANTS, INC. CRD 154939 | Roanoke, VA | Corporate platform Corporation | $278.3M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST FINANCIAL ADVISORY SERVICES INC CRD 105031 | Westerly, RI | Corporate platform Corporation | $278.0M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ACCORDANT ADVISORY GROUP, INC. CRD 117474 | Annapolis, MD | Corporate platform Corporation | $278.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MACCO FINANCIAL GROUP, INC. CRD 337398 | Green Bay, WI | Corporate platform Corporation | $277.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MILESTONE INVESTMENTS, INC. CRD 47090 | Charlotte, NC | Corporate platform Corporation | $277.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JFR FINANCIAL SERVICES, INC. CRD 124456 | Trenton, MI | Corporate platform Corporation | $276.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GS INVESTMENT INC CRD 107782 | Eagan, MN | Corporate platform Corporation | $276.6M | 3 advisors | Percentage of AUM | View | |
| WESTBOURNE INVESTMENTS, INC. CRD 37499 | Alexandria, VA | Corporate platform Corporation | $276.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SIMPLIFI, INC. CRD 154900 | San Diego, CA | Corporate platform Corporation | $276.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRAUSS FINANCIAL GROUP CRD 310512 | Hoover, AL | Corporate platform Corporation | $276.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| INTRACK INVESTMENT MANAGEMENT, INC. CRD 106450 | South Burlington, VT | Corporate platform Corporation | $275.7M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CHALLENGER WEALTH MANAGEMENT CRD 121498 | Aliso Viejo, CA | Corporate platform Corporation | $275.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 4WEALTH ADVISORS, INC. CRD 129727 | Burr Ridge, IL | Corporate platform Corporation | $275.3M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LEGAL ADVANTAGE INVESTMENTS, INC. CRD 118131 | CA | Corporate platform Corporation | $275.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARTER RESEARCH & INVESTMENT GROUP INC CRD 106452 | Southport, CT | Corporate platform Corporation | $275.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CHICAGO INVESTMENT ADVISORY GROUP CRD 142810 | Mokena, IL | Corporate platform Corporation | $275.1M | 7 advisors | Percentage of AUM | View | |
| SUTTERFIELD FINANCIAL GROUP, INC. CRD 115652 | Bartlesville, OK | Corporate platform Corporation | $274.4M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELITE FINANCIAL, INC. CRD 286667 | Lewiston, ID | Corporate platform Corporation | $274.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SIGNATURE FINANCIAL SERVICES, LTD CRD 123729 | Arlington Heights, IL | Corporate platform Corporation | $274.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JP WEALTH MANAGEMENT, INC. CRD 129475 | Mt. Pleasant, SC | Corporate platform Corporation | $274.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UDINE WEALTH MANAGEMENT INC. CRD 147158 | CA | Corporate platform Corporation | $273.9M | 2 advisors | Percentage of AUM | View | |
| GRACEADA PARTNERS CRD 337421 | Modesto, CA | Corporate platform Corporation | $273.5M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| NORMANDY INVESTMENT ADVISORS CRD 316321 | Leawood, KS | Corporate platform Corporation | $273.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| NESTEGG ADVISORS, INC. CRD 125878 | Hauppauge, NY | Corporate platform Corporation | $272.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View |