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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 | |||||
|---|---|---|---|---|---|---|---|
| MOSAIC CAPITAL INC. CRD 336051 | George Town, Grand Cayman | Corporate platform Corporation | $75.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PARAGON RETIREMENT PLANNING, INC. CRD 284630 | Troy, MI | Corporate platform Corporation | $75.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| A. H. WILLIAMS & COMPANY, INC. CRD 123682 | — | Corporate platform Corporation | $74.9M | 2 advisors | Percentage of AUM | View | |
| MOUNTAIN PASS PLANNING CRD 283389 | Hopewell Junction, NY | Corporate platform Corporation | $74.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EKO CRD 313296 | AZ | Corporate platform Corporation | $74.9M | 2 advisors | Percentage of AUM | View | |
| CHARTER OAK ASSET MANAGEMENT, INC. CRD 27823 | Cheshire, CT | Corporate platform Corporation | $74.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HURWITZ ASSOCIATES, INC. CRD 133472 | Houston, TX | Corporate platform Corporation | $74.8M | 5 advisors | Percentage of AUM | View | |
| GINSBERG FINANCIAL STRATEGIES CRD 161151 | Walnut Creek, CA | Corporate platform Corporation | $74.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MACRO WEALTH MANAGEMENT, INC. CRD 143382 | Peoria, IL | Corporate platform Corporation | $74.8M | 4 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| WALTER J. REYNA, INC. CRD 141173 | Mcallen, TX | Corporate platform Corporation | $74.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PROBITAS FINANCIAL CRD 143819 | Newport Beach, CA | Corporate platform Corporation | $74.7M | 1 advisors | Percentage of AUM | View | |
| SATORI WEALTH MANAGEMENT, INC. CRD 287979 | San Diego, CA | Corporate platform Corporation | $74.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LIFESTAGE WEALTH MANAGEMENT, INC. CRD 116143 | Coon Rapids, MN | Corporate platform Corporation | $74.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SARASOTA CAPITAL STRATEGIES,INC. CRD 125951 | Osprey, FL | Corporate platform Corporation | $74.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RCN WEALTH ADVISORS, INC. CRD 163562 | MD | Corporate platform Corporation | $74.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LYTLE INVESTMENTS CRD 297591 | Grand Island, NY | Corporate platform Corporation | $74.3M | 3 advisors | Percentage of AUM | View | |
| ALTERNATIVE STRATEGIES GROUP, INC. CRD 169949 | Sioux Falls, SD | Corporate platform Corporation | $74.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WORTHWHILE WEALTH COUNCIL CRD 126918 | Johnson City, TN | Corporate platform Corporation | $74.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTORS CAPITAL MANAGEMENT INC CRD 110823 | Darien, CT | Corporate platform Corporation | $74.1M | 2 advisors | Percentage of AUM | View | |
| MFAC FINANCIAL ADVISORS, INC. CRD 114519 | Westlake Village, CA | Corporate platform Corporation | $74.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THOMPSON PRIVATE WEALTH CRD 172142 | Sioux Falls, SD | Corporate platform Corporation | $73.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| USA MUTUALS ADVISORS, INC. CRD 131750 | Concord, MA | Corporate platform Corporation | $73.7M | 2 advisors | Percentage of AUM | View | |
| TIMEPIECE FINANCIAL PLANNING, INC. CRD 158475 | Battle Ground, WA | Corporate platform Corporation | $73.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COY CAPITAL MANAGEMENT CRD 154993 | Monroeville, PA | Corporate platform Corporation | $73.6M | 1 advisors | Percentage of AUM; Hourly charges | View |