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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).
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 | |||||
|---|---|---|---|---|---|---|---|
| EQUINOX FINANCIAL ADVISORS, INC. CRD 312716 | Manchester Center, VT | Corporate platform Corporation | $105.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL PLANNING ADVISORS INC. CRD 121691 | Wyomissing, PA | Corporate platform Corporation | $105.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITOL WEALTH MANAGEMENT, INC. CRD 114994 | Mclean, VA | Corporate platform Corporation | $105.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PAMPEL & ASSOCIATES, INC. CRD 110660 | Monticello, IN | Corporate platform Corporation | $104.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FOUR CORNERS FINANCIAL CRD 287468 | Melville, NY | Corporate platform Corporation | $104.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTELLIGENT INVESTMENT MANAGEMENT,LLP CRD 108833 | Durango, CO | Corporate platform LLP | $104.7M | 1 advisors | Percentage of AUM; NEW CLIENT ACCEPTANCE FEE | View | |
| CORNERSTONE WEALTH PLANNING CRD 306182 | New Gloucester, ME | Corporate platform Corporation | $104.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A SLING & A STONE, INCORPORATED CRD 134943 | Burnet, TX | Corporate platform Corporation | $104.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEDARVIEW CAPITAL MANAGEMENT, LP CRD 136253 | Woodmere, NY | Corporate platform LP | $104.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ROTHMAN INVESTMENT MANAGEMENT, LLC CRD 173139 | Atascadero, CA | Corporate platform LLC | $104.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED INVESTMENT STRATEGIES,INC. CRD 122706 | Carmel, IN | Corporate platform Corporation | $104.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONVERGENCE ADVISORY GROUP CRD 308408 | Omaha, NE | Corporate platform LLC | $104.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. CRD 172284 | 1003 Lausanne | Corporate platform LLC | $104.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILLSTONE FINANCIAL GROUP CRD 297882 | Princeton, NJ | Corporate platform LLC | $104.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEALTHVIEW ASSET MANAGEMENT, INC. CRD 141884 | Pittsburgh, PA | Corporate platform Corporation | $104.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RED SEVEN CRD 168542 | Escondido, CA | Corporate platform Corporation | $104.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ASSET PLANNING CORPORATION CRD 126242 | W. Palm Beach, FL | Corporate platform Corporation | $104.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXECUTIVE MONEY MANAGERS, INC. CRD 128362 | Social Circle, GA | Corporate platform Corporation | $104.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| 3SISTERS SUSTAINABLE MANAGEMENT, INC CRD 159207 | — | Corporate platform Corporation | $104.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MURRAY SECURITIES, INC. CRD 142783 | Tyler, TX | Corporate platform Corporation | $104.0M | 1 advisors | Percentage of AUM | View | |
| CARTER, TERRY & COMPANY, INC. CRD 16365 | Atlanta, GA | Corporate platform Corporation | $104.0M | 15 advisors | Percentage of AUM | View | |
| WAVELENGTH CAPITAL MANAGEMENT, LLC CRD 167725 | Westport, CT | Corporate platform LLC | $104.0M | 1 advisors | Percentage of AUM | View | |
| STRATEGIC PORTFOLIO ADVISORS, INC. CRD 147194 | Long Beach, CA | Corporate platform Corporation | $103.8M | 1 advisors | Percentage of AUM | View | |
| MUSE CAPITAL MANAGEMENT LLC CRD 304463 | Santa Monica, CA | Corporate platform LLC | $103.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |