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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL SECURITY SOLUTIONS, CORP. CRD 124085 | Valencia, CA | Corporate platform Corporation | $69.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BANGERTER FINANCIAL SERVICES, INC. CRD 171939 | Roseville, CA | Corporate platform Corporation | $68.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HANDY & COMPANY FINANCIAL ADVISORS, INC. CRD 154417 | Lake Oswego, OR | Corporate platform Corporation | $68.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL MANAGEMENT ASSOCIATES INC CRD 104783 | New York, NY | Corporate platform Corporation | $68.7M | 3 advisors | Percentage of AUM | View | |
| PIERCE WEALTH PARTNERS, INC. CRD 315147 | Fort Worth, TX | Corporate platform Corporation | $68.7M | 2 advisors | Percentage of AUM; FINANCIAL PLANNING SERVICES - BASIS POINT OF NET WORTH | View | |
| MC FINANCIAL SERVICES, INC. CRD 146331 | — | Corporate platform Corporation | $68.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GURNIAK FINANCIAL ADVISORS, INC. CRD 119905 | Allentown, PA | Corporate platform Corporation | $68.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| INDEPENDENT INVESTMENT ADVISORS CRD 286170 | Hillsboro, OR | Corporate platform Corporation | $68.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDERSON ASSET MANAGEMENT CRD 155516 | Birmingham, AL | Corporate platform Corporation | $68.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTS CRD 142685 | Deerfield Beach, FL | Corporate platform Corporation | $68.4M | 1 advisors | Percentage of AUM | View | |
| JMR FINANCIAL GROUP CRD 114149 | Superior, WI | Corporate platform Corporation | $68.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FIFR CRD 328620 | AZ | Corporate platform Corporation | $68.0M | 1 advisors | Fixed fees | View | |
| MOTTET WEALTH CRD 116044 | — | Corporate platform Corporation | $68.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAY INVESTMENTS, INC. CRD 124267 | — | Corporate platform Corporation | $67.9M | 1 advisors | Percentage of AUM | View | |
| TRI-STAR ADVISORS, INC. CRD 149760 | Houston, TX | Corporate platform Corporation | $67.9M | 2 advisors | Percentage of AUM | View | |
| MOMENTUM WEALTH STRATEGIES CRD 334046 | — | Corporate platform Corporation | $67.9M | 1 advisors | Percentage of AUM | View | |
| TAX ADVANTAGE ADVISORS, INC. CRD 143426 | Overland Park, KS | Corporate platform Corporation | $67.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KEYSTONE ADVISORY GROUP CRD 168574 | Hollister, CA | Corporate platform Corporation | $67.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORRISON FIDUCIARY ADVISORS, INC. CRD 127562 | — | Corporate platform Corporation | $67.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEADFAST FINANCIAL SERVICES CRD 115145 | — | Corporate platform Corporation | $67.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REGAN INVESTMENTS, INC. CRD 121868 | Minnetonka, MN | Corporate platform Corporation | $67.0M | 2 advisors | Percentage of AUM | View | |
| CORNERSTONE INVESTMENT SERVICES, INC. CRD 118437 | — | Corporate platform Corporation | $67.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HALEY & SUMMERS WEALTH MANAGEMENT, INC. CRD 108722 | Fort Wayne, IN | Corporate platform Corporation | $67.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SYGNUS CAPITAL LIMTED CRD 333428 | Kingston 5 | Corporate platform Corporation | $67.0M | 3 advisors | Percentage of AUM; Performance-based fees | View |