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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 | |||||
|---|---|---|---|---|---|---|---|
| THE WEALTH CONSERVANCY, INC. CRD 112024 | Boulder, CO | Corporate platform Corporation | $260.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GLOBAL FINANCIAL ADVISORY SERVICES, INC. CRD 135234 | Valencia, CA | Corporate platform Corporation | $259.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC CAPITAL ASSOCIATES CRD 160407 | San Diego, CA | Corporate platform Corporation | $258.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRITON FINANCIAL GROUP, INC CRD 309294 | Oklahoma City, OK | Corporate platform Corporation | $258.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. CRD 126942 | Savannah, GA | Corporate platform Corporation | $258.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NABITY-JENSEN INVESTMENT MANAGEMENT, INC. CRD 128455 | Omaha, NE | Corporate platform Corporation | $258.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCDONOUGH CAPITAL MANAGEMENT, INC. CRD 143767 | Orlando, FL | Corporate platform Corporation | $258.2M | 3 advisors | Percentage of AUM | View | |
| HORIZONS WEALTH MANAGEMENT CRD 127457 | Asheville, NC | Corporate platform Corporation | $258.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VILLAGE WEALTH ADVISORS CRD 296866 | Westlake Village, CA | Corporate platform Corporation | $257.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIAS INVESTORS CRD 120715 | Hamilton | Corporate platform Corporation | $257.4M | 5 advisors | Percentage of AUM | View | |
| CLARITY ASSET MANAGEMENT, INC. CRD 115699 | Ames, IA | Corporate platform Corporation | $257.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RD LEWIS WEALTH MANAGEMENT CRD 156073 | Maitland, FL | Corporate platform Corporation | $256.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CMG CAPITAL MANAGEMENT GROUP, INC. CRD 110750 | Malvern, PA | Corporate platform Corporation | $256.5M | 8 advisors | Percentage of AUM; Subscription fees | View | |
| DELARME WEALTH MANAGEMENT, INC. CRD 328372 | Palos Verdes Estates, CA | Corporate platform Corporation | $256.5M | 3 advisors | Percentage of AUM | View | |
| ESTATE & TRUST ADVISORS CRD 123802 | Riverwoods, IL | Corporate platform Corporation | $256.5M | 4 advisors | Percentage of AUM | View | |
| TUDOR FINANCIAL, INC. CRD 121495 | Dayton, OH | Corporate platform Corporation | $256.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RICHARDSON FINANCIAL SERVICES CRD 130715 | Medway, MA | Corporate platform Corporation | $256.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SWBC INVESTMENT COMPANY CRD 140994 | San Antonio, TX | Corporate platform Corporation | $256.0M | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CERTIS CAPITAL MANAGEMENT, INC. CRD 144290 | Santa Barbara, CA | Corporate platform Corporation | $255.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND INVESTMENT MANAGEMENT INC CRD 107438 | Tualatin, OR | Corporate platform Corporation | $255.5M | 4 advisors | Percentage of AUM | View | |
| GRANT PRIVATE WEALTH MANAGEMENT CRD 292917 | Pleasanton, CA | Corporate platform Corporation | $255.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACAP ASSET MANAGEMENT, INC. CRD 149452 | Studio City, CA | Corporate platform Corporation | $255.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIDGE CREEK GLOBAL, INC. CRD 106992 | OH | Corporate platform Corporation | $254.8M | 3 advisors | Percentage of AUM | View | |
| GLENORCHY CAPITAL LIMITED CRD 305636 | AZ | Corporate platform Corporation | $254.4M | 2 advisors | Percentage of AUM; Performance-based fees | View |