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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 | |||||
|---|---|---|---|---|---|---|---|
| RYAN INVESTMENTS CRD 115755 | Basalt, CO | Corporate platform Corporation | $272.0M | 4 advisors | Percentage of AUM | View | |
| WEALTH ASSET MANAGERS CRD 14377 | Spokane, WA | Corporate platform Corporation | $272.0M | 9 advisors | Percentage of AUM | View | |
| INVEST CAPITAL PARTNERS CRD 287987 | Springboro, OH | Corporate platform Corporation | $271.9M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLIANCE FINANCIAL CRD 319679 | Wyomissing, PA | Corporate platform Corporation | $271.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROUND HILL ASSET MANAGEMENT INC CRD 107069 | Pasadena, CA | Corporate platform Corporation | $271.3M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PARSONEX ADVISORY SERVICES, INC. CRD 160275 | Englewood, CO | Corporate platform Corporation | $271.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HUTNER CAPITAL MANAGEMENT INC. CRD 107896 | Manchester, VT | Corporate platform Corporation | $271.2M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| OFG FINANCIAL SERVICES, INC. CRD 23940 | Topeka, KS | Corporate platform Corporation | $271.0M | 30 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CBG & COMPANY, INC. CRD 149225 | Fishers, IN | Corporate platform Corporation | $270.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HALLADOR INVESTMENT ADVISORS, INC. CRD 141335 | Reno, NV | Corporate platform Corporation | $270.7M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THE JENKINS GROUP CRD 125941 | Albany, GA | Corporate platform Corporation | $270.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT CRD 110263 | Redwood City, CA | Corporate platform Corporation | $269.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MADER & SHANNON WEALTH MANAGEMENT CRD 123741 | Kansas City, MO | Corporate platform Corporation | $269.4M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| ATLAS FIDUCIARY SERVICES, INC. CRD 321271 | Concord, NH | Corporate platform Corporation | $269.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITOL FINANCIAL CONSULTANTS, INC. CRD 109800 | Mclean, VA | Corporate platform Corporation | $269.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STONEBRIDGE CAPITAL MANAGEMENT INC CRD 106073 | Los Angeles, CA | Corporate platform Corporation | $268.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERPLACE CAPITAL MANAGEMENT INC CRD 109079 | Jacksonville, FL | Corporate platform Corporation | $267.4M | 5 advisors | Percentage of AUM | View | |
| RETIREMENTADVICE | JKA CRD 153803 | Anaheim, CA | Corporate platform Corporation | $267.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| C.M.BIDWELL & ASSOCIATES LTD CRD 107449 | CA | Corporate platform Corporation | $267.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TERRA PARTNERS ASSET MANAGEMENT CRD 166117 | Naxxar | Corporate platform Corporation | $266.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HARBOUR WEALTH MANAGEMENT GROUP, INC. CRD 314496 | Daniel Island, SC | Corporate platform Corporation | $266.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TASSEL CAPITAL MANAGEMENT, INC CRD 121112 | Matthews, NC | Corporate platform Corporation | $266.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENT PLANOLOGY, INC. CRD 171302 | Alexandria, VA | Corporate platform Corporation | $265.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CERDA MUNOZ ADVISORS, INC CRD 170784 | Whittier, CA | Corporate platform Corporation | $265.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |