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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 | |||||
|---|---|---|---|---|---|---|---|
| STEVEN AYERS & COMPANY CRD 122443 | — | Corporate platform Corporation | $88.6M | 1 advisors | Percentage of AUM | View | |
| GSR CAPITAL MANAGEMENT, INC. CRD 174383 | Redding, CA | Corporate platform Corporation | $88.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TURNING POINT FINANCIAL, INC. CRD 138008 | Charlotte, NC | Corporate platform Corporation | $88.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONTEGO CAPITAL GROUP, INC. CRD 128518 | Edina, MN | Corporate platform Corporation | $88.0M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| MENTOR FINANCIAL ADVISORY GROUP, LTD. CRD 115537 | — | Corporate platform Corporation | $88.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HORIZONS PLANNING CORPORATION CRD 115179 | Ann Arbor, MI | Corporate platform Corporation | $87.9M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| HERITAGE ADVISORS GROUP, INC. CRD 307283 | Altamonte Springs, FL | Corporate platform Corporation | $87.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IBN FINANCIAL SERVICES, INC CRD 42360 | Liverpool, NY | Corporate platform Corporation | $87.7M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARTMARK INVESTMENTS, INC. CRD 114812 | Tulsa, OK | Corporate platform Corporation | $87.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| IN TOUCH FINANCIAL SERVICES CRD 153249 | Oakland, CA | Corporate platform Corporation | $87.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY CRD 106962 | Glendale, CA | Corporate platform Corporation | $87.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERGLAND WEALTH MANAGEMENT, INC. CRD 116513 | Ridgeland, MS | Corporate platform Corporation | $87.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LENITY FINANCIAL, INC. CRD 283440 | Geneva, IL | Corporate platform Corporation | $87.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HIGH COUNTRY CAPITAL MANAGEMENT CRD 106151 | Montrose, CO | Corporate platform Corporation | $87.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PARK PLACE WEALTH ADVISORS, INC CRD 142745 | Orinda, CA | Corporate platform Corporation | $87.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BROCK HILL WEALTH MANAGEMENT CRD 324946 | — | Corporate platform Corporation | $87.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT INVESTMENT MANAGEMENT, LTD. CRD 110188 | Greenfield, WI | Corporate platform Corporation | $87.0M | 2 advisors | Percentage of AUM | View | |
| ATLAS PEAK ADVISORS, INC. CRD 169648 | — | Corporate platform Corporation | $86.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'NEILL FINANCIAL MANAGEMENT, INC. CRD 283273 | Lake Forest, CA | Corporate platform Corporation | $86.7M | 3 advisors | Percentage of AUM | View | |
| SEAHORSE FINANCIAL ADVISERS INC. CRD 117407 | Millbrook, NY | Corporate platform Corporation | $86.7M | 1 advisors | Percentage of AUM | View | |
| BRYANT FINANCIAL ADVISORY, INC. CRD 165189 | — | Corporate platform Corporation | $86.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CPA ADVISORY SERVICES, P.C. CRD 114170 | Scottsdale, AZ | Corporate platform Corporation | $86.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GENESIS ASSET MANAGEMENT GROUP, INC. CRD 125350 | NY | Corporate platform Corporation | $86.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MAIN EFFORT FINANCIAL, INC. CRD 297091 | Holliston, MA | Corporate platform Corporation | $86.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |