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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 | |||||
|---|---|---|---|---|---|---|---|
| ACRYLIC FINANCIAL, INC. CRD 288263 | Fountain Hills, AZ | Corporate platform Corporation | $73.5M | 21 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NORTHEASTERN FINANCIAL CONSULTANTS, INC. CRD 120737 | South Abington Township, PA | Corporate platform Corporation | $73.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC FINANCIAL CRD 127924 | Thousand Oaks, CA | Corporate platform Corporation | $73.4M | 1 advisors | Hourly charges; Fixed fees | View | |
| SCHENLEY CAPITAL, INC CRD 133415 | Sewickley, PA | Corporate platform Corporation | $73.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VECTOR MONEY MANAGEMENT INC CRD 108192 | Ridgeland, MS | Corporate platform Corporation | $73.3M | 1 advisors | Percentage of AUM | View | |
| STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. CRD 115340 | CA | Corporate platform Corporation | $73.2M | 3 advisors | Percentage of AUM | View | |
| RETIREMENT INCOME STRATEGIES INC. CRD 320737 | Palm Beach Gardens, FL | Corporate platform Corporation | $73.2M | 1 advisors | Percentage of AUM | View | |
| LYONS INVESTMENT MANAGEMENT CRD 166788 | Winter Park, FL | Corporate platform Corporation | $73.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| J BEAVER INVESTMENT ADVISORS INC CRD 309157 | El Paso, TX | Corporate platform Corporation | $73.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL ADVISORS CONSORTIUM, INC. CRD 141081 | Pittsburgh, PA | Corporate platform Corporation | $72.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MERIDIAN FINANCIAL SERVICES, INC. CRD 175393 | — | Corporate platform Corporation | $72.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JCB FINANCIAL, INC. CRD 140902 | — | Corporate platform Corporation | $72.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTUS FINANCIAL CRD 140153 | Newport Beach, CA | Corporate platform Corporation | $72.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONE SECURITIES INC. CRD 162909 | Clarks Green, PA | Corporate platform Corporation | $72.5M | 4 advisors | Percentage of AUM | View | |
| HEBERT ADVISORY SERVICES INC CRD 106120 | Littleton, CO | Corporate platform Corporation | $72.4M | 5 advisors | Percentage of AUM; Subscription fees | View | |
| IRVING PLANNING & INVESTMENTS, LTD. CRD 109978 | Centennial, CO | Corporate platform Corporation | $72.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BURKART FINANCIAL GROUP, INC. CRD 290579 | St.. Petersburg, FL | Corporate platform Corporation | $72.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAINT LOUIS INVESTMENT ADVISORS INC CRD 107101 | Collinsville, IL | Corporate platform Corporation | $72.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| R. SEEGER WEALTH MANAGEMENT, LTD CRD 152258 | Lindenhurst, NY | Corporate platform Corporation | $72.1M | 1 advisors | Percentage of AUM | View | |
| GREENPORT FINANCIAL ADVISERS INC. CRD 105328 | North Canton, OH | Corporate platform Corporation | $72.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FRANCO FINANCIAL ADVISORS, INC. CRD 137587 | New York, NY | Corporate platform Corporation | $72.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| KYLE S. SCOTT FINANCIAL PLANNING, INC. CRD 286364 | Fort Collins, CO | Corporate platform Corporation | $72.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ANSELME CAPITAL, INC. CRD 122278 | — | Corporate platform Corporation | $71.9M | 2 advisors | Percentage of AUM | View | |
| CONTOUR FINANCIAL CRD 111100 | Orland Park, IL | Corporate platform Corporation | $71.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |