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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 | |||||
|---|---|---|---|---|---|---|---|
| SEVEN HILLS CAPITAL CORP. CRD 338305 | Toronto, Ontario | Corporate platform Corporation | $83.8M | 3 advisors | Percentage of AUM | View | |
| THE GROVE, REALTY AND SERVICES, CORP CRD 322350 | Land O'Lakes, FL | Corporate platform Corporation | $83.6M | 1 advisors | Percentage of AUM | View | |
| CAPITAL MANAGEMENT ANALYTICS CRD 130238 | — | Corporate platform Corporation | $83.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROUTE 20 PRIVATE WEALTH INC. CRD 332581 | Fort Lauderdale, FL | Corporate platform Corporation | $83.5M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PATTERSON INVESTMENTS, INC. CRD 152218 | Davie, FL | Corporate platform Corporation | $83.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL SECURITY SERVICES GROUP, INC. CRD 167464 | Highland Village, TX | Corporate platform Corporation | $83.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCKENNA CAPITAL, INC. CRD 286623 | Wheaton, IL | Corporate platform Corporation | $83.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPEN WEALTH MANAGEMENT, INC. CRD 116061 | Overland Park, KS | Corporate platform Corporation | $83.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TORRES FINANCIAL SERVICES, INC. CRD 114486 | San Antonio, TX | Corporate platform Corporation | $83.2M | 2 advisors | Percentage of AUM | View | |
| MCFARLAND ASSOCIATES CRD 111316 | Monterey, CA | Corporate platform Corporation | $83.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CRUTCHFIELD ADVISORS, INC CRD 174252 | Apex, NC | Corporate platform Corporation | $83.0M | 2 advisors | Percentage of AUM | View | |
| TREND MANAGEMENT, INC. CRD 113847 | Springfield, MO | Corporate platform Corporation | $83.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ADES INVESTMENT COUNSEL, INC. CRD 136517 | Los Angeles, CA | Corporate platform Corporation | $82.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOKIN INVESTMENT ADVISORS INC. CRD 141069 | Northbrook, IL | Corporate platform Corporation | $82.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASHFORD INVESTMENT ADVISORS CRD 141587 | Daytona Beach, FL | Corporate platform Corporation | $82.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| HOFKIN CAPITAL MANAGEMENT, INC. CRD 110068 | Edina, MN | Corporate platform Corporation | $82.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SCHAEFER WEALTH MANAGEMENT, INC. CRD 145992 | Waterloo, IL | Corporate platform Corporation | $82.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ILG PRIVATE WEALTH, INC. CRD 292267 | Mcmurray, PA | Corporate platform Corporation | $82.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WISMED FINANCIAL, INC. CRD 310946 | Fitchburg, WI | Corporate platform Corporation | $82.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALSH ADVISORS CRD 122628 | Crown Point, IN | Corporate platform Corporation | $82.1M | 2 advisors | Percentage of AUM; Subscription fees | View | |
| OAK SUMMIT WEALTH MANAGEMENT, INC. CRD 334753 | — | Corporate platform Corporation | $82.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| IVESTA CORP CRD 337603 | New York, NY | Corporate platform Corporation | $82.0M | 2 advisors | Percentage of AUM | View | |
| SMART INVESTMENTS ADVISORY INCORPORATED CRD 107778 | Redlands, CA | Corporate platform Corporation | $82.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| P.F. ROBERTS & ASSOCIATES CRD 151711 | — | Corporate platform Corporation | $81.4M | 1 advisors | Percentage of AUM; Hourly charges | View |