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 | |||||
|---|---|---|---|---|---|---|---|
| THINAGEE INVESTMENTS INC. CRD 165054 | Chevy Chase, MD | Corporate platform Corporation | $265.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BERNZOTT CAPITAL ADVISORS CRD 104583 | Camarillo, CA | Corporate platform Corporation | $265.4M | 2 advisors | Percentage of AUM | View | |
| SPRAKER WEST WEALTH MANAGEMENT, INC CRD 147075 | Winter Park, FL | Corporate platform Corporation | $265.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IH2 ADVISORS & COMPANY CRD 325788 | Wilmington, DE | Corporate platform Corporation | $265.3M | 3 advisors | Percentage of AUM; ADVISORY PLATFORM FEES | View | |
| DEMETER TACTICAL INVESTMENTS CORP. CRD 329512 | Prospect, KY | Corporate platform Corporation | $265.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ECHELON GROUP CRD 333195 | Boise, ID | Corporate platform Corporation | $265.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SENDER COMPANY & PARTNERS, INC. CRD 282319 | New York, NY | Corporate platform Corporation | $264.8M | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| C.W. O'CONNER WEALTH ADVISORS, INC. CRD 125646 | Duluth, GA | Corporate platform Corporation | $264.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FULLER INVESTMENT MANAGEMENT COMPANY CRD 167467 | Pasadena, CA | Corporate platform Corporation | $264.5M | 3 advisors | Percentage of AUM | View | |
| WILON WEALTH MANAGEMENT CRD 313185 | Urbandale, IA | Corporate platform Corporation | $264.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHSTONE GROUP CRD 107549 | Richmond, VA | Corporate platform Corporation | $263.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GUIDESTREAM FINANCIAL, INC. CRD 150890 | Spring Arbor, MI | Corporate platform Corporation | $263.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHOKSHI & QUEEN WEALTH ADVISORS CRD 313833 | San Diego, CA | Corporate platform Corporation | $263.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HARMONY POINT WEALTH ADVISORS, INC. CRD 323643 | Irvine, CA | Corporate platform Corporation | $263.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| REDWOOD FINANCIAL NETWORK CRD 157834 | Solon, OH | Corporate platform Corporation | $262.8M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEWPORT WEALTH ADVISORS, INC. CRD 137159 | Newport Beach, CA | Corporate platform Corporation | $262.6M | 6 advisors | Percentage of AUM | View | |
| BRUCKE FINANCIAL, INC. CRD 291307 | IL | Corporate platform Corporation | $262.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRING TURNER CRD 110931 | Alamo, CA | Corporate platform Corporation | $262.1M | 2 advisors | Percentage of AUM | View | |
| BRADFORD FINANCIAL SERVICES CORP CRD 133220 | MA | Corporate platform Corporation | $261.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLINGTON INVESTMENT ADVISORS CRD 283853 | Bloomington, IN | Corporate platform Corporation | $261.4M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| PORTFOLIO ADVISORS, INC. CRD 106111 | Fresno, CA | Corporate platform Corporation | $261.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CGI PLAN ADVISORS, INC. CRD 311275 | Frazer, PA | Corporate platform Corporation | $261.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEYSTONE ASSET MANAGEMENT, INC. CRD 130101 | Mclean, VA | Corporate platform Corporation | $261.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BANKER INVESTMENT GROUP CRD 109650 | West Lafayette, IN | Corporate platform Corporation | $260.2M | 3 advisors | Percentage of AUM | View |