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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 | |||||
|---|---|---|---|---|---|---|---|
| WOMACK INVESTMENT ADVISERS, INC CRD 118081 | Edmond, OK | Corporate platform Corporation | $95.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIDMORE RETIREMENT PLANNING SPECIALISTS CRD 121028 | Beachwood, OH | Corporate platform Corporation | $95.2M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LOTTSA FINANCIAL SERVICES, INC. CRD 118995 | Minneapolis, MN | Corporate platform Corporation | $95.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| STEWARD CAPITAL MANAGEMENT CRD 104936 | Bloomfield Hills, MI | Corporate platform Corporation | $95.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DJG FINANCIAL SERVICES, INC. CRD 146437 | East Weymouth, MA | Corporate platform Corporation | $95.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NOSURIS, INC. CRD 160979 | Lynbrook, NY | Corporate platform Corporation | $95.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DRT FINANCIAL ADVISORS CRD 141950 | Deland, FL | Corporate platform Corporation | $94.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINWELL, INC. CRD 310850 | Brentwood, TN | Corporate platform Corporation | $94.7M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| STARK FINANCIAL ADVISERS, INC. CRD 121213 | Okeechobee, FL | Corporate platform Corporation | $94.7M | 6 advisors | Percentage of AUM | View | |
| RICE WEALTH MANAGEMENT GROUP, INC. CRD 308210 | Fair Haven, NJ | Corporate platform Corporation | $94.4M | 1 advisors | Percentage of AUM | View | |
| RUNNYMEDE CAPITAL MANAGEMENT INC CRD 106719 | — | Corporate platform Corporation | $94.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TILTON ASSET MANAGEMENT CRD 128623 | Weston, MA | Corporate platform Corporation | $94.3M | 1 advisors | Percentage of AUM | View | |
| MITCHELL ADVISORY INC CRD 109447 | Reston, VA | Corporate platform Corporation | $94.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSIGHT SECURITIES, INC. CRD 5611 | Highland Park, IL | Corporate platform Corporation | $94.2M | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LYKE FINANCIAL CRD 154199 | Canton, OH | Corporate platform Corporation | $94.2M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| BAYRIDGE FINANCIAL GROUP, INC. CRD 296831 | Rockville Centre, NY | Corporate platform Corporation | $94.2M | 3 advisors | Percentage of AUM | View | |
| INSIGHT FINANCIAL GROUP, INC. CRD 127054 | Schaumburg, IL | Corporate platform Corporation | $94.0M | 1 advisors | Fixed fees | View | |
| TAYLOR & WILLIAMS, INC. CRD 121776 | Lutz, FL | Corporate platform Corporation | $93.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PRIMA WEALTH CRD 284143 | — | Corporate platform Corporation | $93.9M | 1 advisors | Percentage of AUM | View | |
| VANDENBURG CAPITAL MANAGEMENT CRD 286625 | — | Corporate platform Corporation | $93.6M | 1 advisors | Percentage of AUM | View | |
| PANORAMIC FINANCIAL CRD 172396 | — | Corporate platform Corporation | $93.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONNOLLY FINANCIAL ADVISORS, INC. CRD 148298 | North Andover, MA | Corporate platform Corporation | $93.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC. CRD 121302 | Towson, MD | Corporate platform Corporation | $93.2M | 2 advisors | Percentage of AUM | View | |
| MIDAS MANAGEMENT CORPORATION CRD 108237 | Walpole, NH | Corporate platform Corporation | $93.2M | 3 advisors | Percentage of AUM | View |