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).
Corporate platforms — large incorporated asset managers and groups, not typical local adviser teams.
11,375 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 FINANCIAL ADVISERS, INC. CRD 125085 | Conyers, GA | Corporate platform Corporation | $108.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ENDURANCE GROUP, INC CRD 284793 | Alpharetta, GA | Corporate platform Corporation | $108.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HFG ADVISORS CRD 113511 | Greenwood Village, CO | Corporate platform Corporation | $108.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| FIVE MILE RIVER INVESTMENT MANAGEMENT, LLC CRD 125964 | — | Corporate platform LLC | $108.7M | 3 advisors | Percentage of AUM | View | |
| ROOTED FINANCIAL GROUP, LLC CRD 335302 | Tigard, OR | Corporate platform LLC | $108.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SAFE HARBOR RETIREMENT PLANNERS CRD 110803 | — | Corporate platform Corporation | $108.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GRACE CAPITAL MANAGEMENT, LLC CRD 150054 | Austin, TX | Corporate platform LLC | $108.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AII CAPITAL MANAGEMENT, LLC CRD 299674 | Moorpark, CA | Corporate platform LLC | $108.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCES FOR REAL LIFE CRD 324090 | Lompoc, CA | Corporate platform Corporation | $108.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| JRP CAPITAL CORP CRD 106285 | Dublin, OH | Corporate platform Corporation | $108.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SCHNALL ADVISORY SERVICES, INC CRD 106339 | — | Corporate platform Corporation | $108.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSET MANAGEMENT CORPORATION CRD 105967 | — | Corporate platform Corporation | $108.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FEDERMANN FINANCIAL ADVISORS INC. CRD 129975 | Rocky Point, NY | Corporate platform Corporation | $108.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENT ADVISORS OF INDIANAPOLIS INC CRD 109220 | Indianapolis, IN | Corporate platform Corporation | $108.1M | 2 advisors | Percentage of AUM; CONSULTING FEES BASED ON ASSETS AND NEGOTIATIONS | View | |
| SANTEFORT INVESTMENT GROUP, LLC CRD 292727 | Schererville, IN | Corporate platform LLC | $108.1M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC CRD 107865 | Fair Haven, NJ | Corporate platform Corporation | $107.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JAYCO WEALTH MANAGEMENT CRD 171884 | — | Corporate platform Corporation | $107.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| METZ CAPITAL MANAGEMENT LLC CRD 108382 | Lewes, DE | Corporate platform LLC | $107.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NAUTILUS WEALTH ADVISORS CRD 311853 | Indialantic, FL | Corporate platform Corporation | $107.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RIVER1 ASSET MANAGEMENT LLC CRD 329230 | Milwaukee, WI | Corporate platform LLC | $107.8M | 2 advisors | Percentage of AUM | View | |
| MARK SMITH FINANCIAL SERVICES, INC. CRD 131890 | Thousand Oaks Drive, CA | Corporate platform Corporation | $107.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LPG CAPITAL MANAGEMENT CRD 297003 | South Jordan, UT | Corporate platform Corporation | $107.7M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| S.P. PARKIN & CO CRD 116161 | Chesterfield, MO | Corporate platform Corporation | $107.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MILBORN ADVISORS, LTD CRD 291305 | Milwaukee, WI | Corporate platform Corporation | $107.7M | 2 advisors | Percentage of AUM; Fixed fees | View |