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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 | |||||
|---|---|---|---|---|---|---|---|
| BOWEN WEALTH CRD 315212 | Mount Pleasant, SC | Corporate platform Corporation | $86.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BOBB FINANCIAL INCORPORATED CRD 287849 | — | Corporate platform Corporation | $86.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STANDARD PLANNING COMPANY CRD 129507 | — | Corporate platform Corporation | $86.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BORTOLUSSI WEALTH MANAGEMENT, INC. CRD 155780 | Southborough, MA | Corporate platform Corporation | $86.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| VON ADELUNG WEALTH MANAGEMENT CRD 134849 | Montrose, CA | Corporate platform Corporation | $86.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRIDLEY ASSOCIATES INC CRD 131258 | — | Corporate platform Corporation | $85.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOAL LINE WEALTH MANAGEMENT, INC. CRD 305986 | — | Corporate platform Corporation | $85.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TALLAHASSEE FINANCIAL ADVISORS, INC. CRD 169204 | Tallahassee, FL | Corporate platform Corporation | $85.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHSTAR WEALTH MANAGEMENT, INC. CRD 306721 | Bloomington, MN | Corporate platform Corporation | $85.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRIVATE EQUITY INVESTORS, INC. CRD 160559 | New York, NY | Corporate platform Corporation | $85.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INTERCAROLINA FINANCIAL SERVICES, INC. CRD 19475 | Greensboro, NC | Corporate platform Corporation | $85.4M | 9 advisors | Percentage of AUM | View | |
| WATSON CAPITAL MANAGEMENT, INC. CRD 115354 | — | Corporate platform Corporation | $85.3M | 1 advisors | Percentage of AUM | View | |
| HA WEALTH ADVISORS INC. CRD 325764 | Cedar City, UT | Corporate platform Corporation | $85.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HERITAGE FINANCIAL NETWORK, INC. CRD 128532 | Concord, MA | Corporate platform Corporation | $85.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WALL INVESTMENT GROUP, INC. CRD 125048 | — | Corporate platform Corporation | $85.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LIBERTY CAPITAL CRD 25706 | Portland, OR | Corporate platform Corporation | $84.5M | 4 advisors | Percentage of AUM | View | |
| FULLER WEALTH ADVISORS CRD 158891 | Richmond, VA | Corporate platform Corporation | $84.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROPRIETOR WEALTH MANAGEMENT INC. CRD 283137 | Larkspur, CA | Corporate platform Corporation | $84.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HOUSTOUN CAPITAL MANAGEMENT, INC. CRD 117496 | Bethesda, MD | Corporate platform Corporation | $84.1M | 1 advisors | Percentage of AUM | View | |
| ORBIS WEALTH MANAGEMENT CRD 332287 | Peterborough, NH | Corporate platform Corporation | $84.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FMI FINANCIAL, LTD. CRD 299806 | — | Corporate platform Corporation | $84.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLORADO FINANCIAL SERVICE CORPORATION CRD 104343 | Centennial, CO | Corporate platform Corporation | $84.1M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLAGSTONE FINANCIAL ADVISORS, INC. CRD 112507 | — | Corporate platform Corporation | $84.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPELTS WEALTH MANAGEMENT, INC. CRD 338961 | Chico, CA | Corporate platform Corporation | $84.0M | 1 advisors | Percentage of AUM | View |