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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 | |||||
|---|---|---|---|---|---|---|---|
| 2XIDEAS CRD 328190 | New York, NY | Corporate platform Corporation | $79.7M | 2 advisors | Percentage of AUM; Subscription fees | View | |
| CELADON MANAGED WEALTH CRD 165978 | Plymouth, MN | Corporate platform Corporation | $79.7M | 1 advisors | Percentage of AUM | View | |
| DBA UPAL OR UNITED PROFESSIONALS ASSOC. LTD. CRD 117509 | Tulsa, OK | Corporate platform Corporation | $79.5M | 2 advisors | Percentage of AUM | View | |
| TOMLIN FINANCIAL ADVISORS, INC. CRD 143375 | — | Corporate platform Corporation | $79.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ASSET MANAGEMENT FINANCIAL SERVICES INC. CRD 142396 | Clearwater, FL | Corporate platform Corporation | $79.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORSYTHE WEALTH MANAGEMENT, INC. CRD 293152 | Crown Point, IN | Corporate platform Corporation | $79.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CONSTELLATION ASSET MANAGEMENT, INC. CRD 125704 | Fayetteville, NY | Corporate platform Corporation | $79.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH PLUS OF THE DAKOTAS, INC. CRD 287536 | Aberdeen, SD | Corporate platform Corporation | $79.3M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JOHN LINE, CPA, INC. CRD 311399 | Dallas, TX | Corporate platform Corporation | $79.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL MANAGEMENT GROUP, INC. CRD 109898 | Wheaton, IL | Corporate platform Corporation | $78.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| EMPOWERED RETIREMENT, INC. CRD 169389 | Roseland, NJ | Corporate platform Corporation | $78.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTURION ADVISORY GROUP, INC CRD 140605 | Suwanee, GA | Corporate platform Corporation | $78.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FUTURE CAPITAL MANAGEMENT INC. CRD 324378 | Castle Rock, CO | Corporate platform Corporation | $78.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ST. COLUMBANUS AG CRD 169895 | Teufen, LA | Corporate platform Corporation | $78.6M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HERITAGE CAPITAL PARTNERS,INC. CRD 120748 | Charlotte, NC | Corporate platform Corporation | $78.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HUTCHINS CANNING & COMPANY PA CRD 118918 | Kitty Hawk, NC | Corporate platform Corporation | $78.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JERSIN FINANCIAL SERVICES CRD 126990 | Danville, CA | Corporate platform Corporation | $78.2M | 1 advisors | Percentage of AUM | View | |
| WILSON WEALTH MANAGEMENT, INC. CRD 294731 | Salt Lake City, UT | Corporate platform Corporation | $78.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLEECK FINANCIAL MANAGEMENT, INC. CRD 132124 | Carmel, CA | Corporate platform Corporation | $77.6M | 1 advisors | Percentage of AUM; A RETAINER FEE | View | |
| COMPREHENSIVE CAPITAL MANAGEMENT, INC. CRD 119890 | Totowa, NJ | Corporate platform Corporation | $77.5M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'BANNON & DAVIS INC. CRD 134005 | Williamsville, NY | Corporate platform Corporation | $77.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY WEALTH MANAGEMENT CRD 137803 | Sarasota, FL | Corporate platform Corporation | $77.2M | 4 advisors | Percentage of AUM | View | |
| GUARDIAN FINANCIAL, INC. CRD 158153 | Bentonville, AR | Corporate platform Corporation | $77.1M | 1 advisors | Percentage of AUM | View | |
| LASHLEY WEALTH MANAGEMENT CRD 328154 | Sarasota, FL | Corporate platform Corporation | $77.1M | 1 advisors | Percentage of AUM | View |