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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 | |||||
|---|---|---|---|---|---|---|---|
| WALLER FINANCIAL COACHING CRD 172701 | Chico, CA | Corporate platform Corporation | $90.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SCHAFFER & COMPANY ASSET MANAGEMENT, INC. CRD 138463 | Jacksonville, FL | Corporate platform Corporation | $90.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONRAD CAPITAL MANAGEMENT, INC. CRD 113648 | Hauppauge, NY | Corporate platform Corporation | $90.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MODERN CAPITAL MANAGEMENT, CO. CRD 306631 | Mt Pleasant, SC | Corporate platform Corporation | $90.7M | 3 advisors | Percentage of AUM | View | |
| BRAE HEAD, INC. CRD 129265 | Essex, CT | Corporate platform Corporation | $90.6M | 1 advisors | Percentage of AUM | View | |
| INTERMOUNTAIN WEALTH MANAGEMENT, INC. CRD 148646 | Idaho Falls, ID | Corporate platform Corporation | $90.2M | 2 advisors | Percentage of AUM | View | |
| WAYNEFIREBAUGH, INC. CRD 138731 | Roanoke, VA | Corporate platform Corporation | $90.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| K. D. CLEWLEY CAPITAL MANAGEMENT CRD 129348 | — | Corporate platform Corporation | $90.0M | 1 advisors | Percentage of AUM | View | |
| ANTHONY J. ORLANDO INC. CRD 122026 | Oradell, NJ | Corporate platform Corporation | $89.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TWM WEALTH MANAGEMENT CORP CRD 321103 | West Linn, OR | Corporate platform Corporation | $89.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PICHARDO ASSET MANAGEMENT, S.A. DE C.V. CRD 126683 | Mexico City | Corporate platform Corporation | $89.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| THE BARAN JAMES COMPANY, INC. CRD 156242 | Pittsburgh, PA | Corporate platform Corporation | $89.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BOUNTY MANAGEMENT CORP CRD 105732 | Boston, MA | Corporate platform Corporation | $89.5M | 2 advisors | Percentage of AUM | View | |
| EMERALD BLUE ADVISORS CRD 166113 | Laguna Hills, CA | Corporate platform Corporation | $89.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WITTENBERG INVESTMENTS INC. CRD 297615 | Southfield, MI | Corporate platform Corporation | $89.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| TRADEWAY CRD 281879 | AL | Corporate platform Corporation | $89.2M | 13 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| COLEFP CRD 132562 | — | Corporate platform Corporation | $89.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INNOVATIVE FINANCIAL SOLUTIONS, INC. CRD 289906 | Chandler, AZ | Corporate platform Corporation | $89.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CPR FINANCIAL & INSURANCE SERVICES, INC. CRD 145855 | Prosper, TX | Corporate platform Corporation | $89.1M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KAPLAN WEALTH MANAGEMENT, INC. CRD 167880 | Reston, VA | Corporate platform Corporation | $89.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WOLFBRIDGE WEALTH CRD 148317 | Durham, NC | Corporate platform Corporation | $88.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| S3, INC CRD 108401 | Minneapolis, MN | Corporate platform Corporation | $88.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GMR ASSOCIATES, INC CRD 132347 | Rochester, NY | Corporate platform Corporation | $88.7M | 1 advisors | Percentage of AUM | View | |
| PARK CAPITAL GROUP, INC. CRD 165884 | — | Corporate platform Corporation | $88.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |