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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 | |||||
|---|---|---|---|---|---|---|---|
| ASSET SOLUTIONS, INC. CRD 113717 | Littleton, CO | Corporate platform Corporation | $97.7M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| C F PARKS INC CRD 109843 | Salisbury, NC | Corporate platform Corporation | $97.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PROVISION WEALTH MANAGEMENT, INC CRD 287500 | Raleigh, NC | Corporate platform Corporation | $97.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAGUNA CAPITAL MANAGEMENT, INC. CRD 269869 | Santa Barbara, CA | Corporate platform Corporation | $97.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHLYNK, INC. CRD 327527 | Fallbrook, CA | Corporate platform Corporation | $97.4M | 1 advisors | Percentage of AUM | View | |
| FAITH FINANCIAL ADVISORS, INC. CRD 167822 | Loveland, OH | Corporate platform Corporation | $97.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEALTH LEGACY GROUP, INC. CRD 145705 | San Diego, CA | Corporate platform Corporation | $97.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BERKSHIRE ADVISORS, INC. CRD 122389 | Wyomissing, PA | Corporate platform Corporation | $97.1M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| R.O.I. CRD 116966 | Lehi, UT | Corporate platform Corporation | $97.0M | 2 advisors | Percentage of AUM | View | |
| POWERHOUSE FINANCIAL ADVISORS, INC. CRD 338952 | Minden, NV | Corporate platform Corporation | $96.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVERGREEN WEALTH ADVISORS, INC. CRD 136947 | — | Corporate platform Corporation | $96.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HEINZ INVESTMENTS CRD 127460 | Atlanta, GA | Corporate platform Corporation | $96.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORWOOD ECONOMICS, INC. CRD 282079 | Fishers, IN | Corporate platform Corporation | $96.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| THE HOLLAND GROUP, INC. CRD 135294 | San Diego, CA | Corporate platform Corporation | $96.4M | 1 advisors | Percentage of AUM | View | |
| THE BLAKELEY GROUP INC CRD 150066 | Santa Clara, CA | Corporate platform Corporation | $96.4M | 1 advisors | Percentage of AUM | View | |
| NILES ASSET MANAGEMENT, INC CRD 107603 | — | Corporate platform Corporation | $96.4M | 3 advisors | Percentage of AUM; ANNUAL RETAINERS | View | |
| SCHMIDT WEALTH MANAGEMENT CRD 142302 | Fargo, ND | Corporate platform Corporation | $96.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ATIS CRD 148274 | Highland, IN | Corporate platform Corporation | $96.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLOOMFIELD ASSET MANAGEMENT, INC CRD 289027 | — | Corporate platform Corporation | $96.1M | 1 advisors | Percentage of AUM | View | |
| SMART CHOICE FINANCIAL PLANNING, INC. CRD 140207 | — | Corporate platform Corporation | $96.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| WILLIS FINANCIAL SERVICES, INC. CRD 155501 | — | Corporate platform Corporation | $95.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BUCKEYE FINANCIAL SOLUTIONS, INC. CRD 130404 | Canton, OH | Corporate platform Corporation | $95.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BASA ADVISORS CRD 290034 | Dallas, TX | Corporate platform Corporation | $95.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DOCSA CAPITAL MANAGEMENT, INC. CRD 124302 | Portage, MI | Corporate platform Corporation | $95.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View |