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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 | |||||
|---|---|---|---|---|---|---|---|
| WESTPARK WEALTH ADVISORS, INC. CRD 130914 | Houston, TX | Corporate platform Corporation | $254.3M | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAMILY FIDUCIARY SERVICES, INC. CRD 146339 | Beverly, MA | Corporate platform Corporation | $254.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRATED WEALTH MANAGEMENT, INC. CRD 141092 | Uniontown, OH | Corporate platform Corporation | $254.1M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WESTCO ADVISORY SERVICES, INC. CRD 120755 | Lynbrook, NY | Corporate platform Corporation | $254.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANTY FINANCIAL MANAGEMENT, INC. CRD 118945 | Ballston Spa, NY | Corporate platform Corporation | $254.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ADDIS & HILL, INCORPORATED CRD 117495 | Wayne, PA | Corporate platform Corporation | $254.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INDIANO CAPITAL MANAGEMENT CRD 122620 | Rochester, NY | Corporate platform Corporation | $253.8M | 2 advisors | Percentage of AUM | View | |
| MENDON CAPITAL ADVISORS CORP CRD 113058 | Key Largo, FL | Corporate platform Corporation | $253.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| DECATUR CAPITAL MANAGEMENT, INC. CRD 120679 | Decatur, GA | Corporate platform Corporation | $253.7M | 4 advisors | Percentage of AUM | View | |
| WASHBURN CAPITAL MANAGEMENT INC. CRD 125708 | Vero Beach, FL | Corporate platform Corporation | $253.6M | 3 advisors | Percentage of AUM | View | |
| CLEAR POINT ADVISORS, INC. CRD 111775 | Melville, NY | Corporate platform Corporation | $253.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| PACIFIC WEALTH STRATEGIES GROUP, INC. CRD 144789 | Santa Barbara, CA | Corporate platform Corporation | $253.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING RETIREMENT GROUP OF SACRAMENTO CRD 168397 | Roseville, CA | Corporate platform Corporation | $253.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AURORA INVESTMENT COUNSEL CRD 107460 | Atlanta, GA | Corporate platform Corporation | $252.7M | 2 advisors | Percentage of AUM | View | |
| PATRICK M. SWEENEY & ASSOCIATES, INC CRD 112802 | Libertyville, IL | Corporate platform Corporation | $252.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAYLOR SECURITIES SERVICES, INC. CRD 304070 | Harrisburg, PA | Corporate platform Corporation | $252.5M | 4 advisors | Percentage of AUM | View | |
| WAYCROSS INVESTMENT MANAGEMENT CO CRD 105034 | Bellingham, WA | Corporate platform Corporation | $252.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ABBIT MANAGEMENT CORP CRD 110507 | Grand Haven, MI | Corporate platform Corporation | $252.3M | 3 advisors | Percentage of AUM | View | |
| WINTERS FINANCIAL GROUP, INC. CRD 309549 | Westlake Village, CA | Corporate platform Corporation | $252.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QCA CAPITAL MANAGEMENT INC CRD 112104 | Los Angeles, CA | Corporate platform Corporation | $252.2M | 5 advisors | Percentage of AUM | View | |
| ADVANCED FINANCIAL STRATEGIES INC CRD 108296 | Irvine, CA | Corporate platform Corporation | $251.7M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| RESEARCH FINANCIAL STRATEGIES CRD 153247 | Rockville, MD | Corporate platform Corporation | $251.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WINDWARD WEALTH STRATEGIES, INC. CRD 175126 | Oshkosh, WI | Corporate platform Corporation | $251.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHECKS & BALANCES, INC. CRD 112145 | Atlanta, GA | Corporate platform Corporation | $251.1M | 1 advisors | Percentage of AUM | View |