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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 | |||||
|---|---|---|---|---|---|---|---|
| DI BELLO FINANCIAL CRD 159799 | Mission Viejo, CA | Corporate platform Corporation | $66.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST INVESTMENT CORPORATION CRD 110972 | Bartlesville, OK | Corporate platform Corporation | $66.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASCENDANT CAPITAL MANAGEMENT CRD 215513 | La Palma, CA | Corporate platform Corporation | $66.8M | 1 advisors | Percentage of AUM; 401K AND PROFIT SHARING CONSULTING FEES | View | |
| CARL DOMINO INC. CRD 131528 | West Palm Beach, FL | Corporate platform Corporation | $66.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 4TH RIVER FINANCIAL GROUP, INC. CRD 149058 | Wexford, PA | Corporate platform Corporation | $66.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LIVING ROOM WEALTH MANAGEMENT CRD 116014 | — | Corporate platform Corporation | $66.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEWARD INC. CRD 314340 | — | Corporate platform Corporation | $66.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PLAN AHEAD FINANCIAL MANAGEMENT, INC. CRD 113492 | Abilene, TX | Corporate platform Corporation | $66.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LONG VIEW FINANCIAL SERVICES, INC CRD 139727 | — | Corporate platform Corporation | $66.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ADAMS-HANSEN & ASSOCIATES CRD 156719 | Minnetonka, MN | Corporate platform Corporation | $66.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MC2 FINANCIAL ADVISERS, INC. CRD 116309 | Newtown Square, PA | Corporate platform Corporation | $66.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FARLEY FINANCIAL CRD 144922 | — | Corporate platform Corporation | $66.0M | 2 advisors | Percentage of AUM | View | |
| WHOLE FAMILY FINANCIAL SERVICES, INC. CRD 305027 | — | Corporate platform Corporation | $66.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MASSIE FINANCIAL PLANNING INC. CRD 324095 | Alexandria, VA | Corporate platform Corporation | $66.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ACE & COMPANY NEW YORK, INC. CRD 304442 | New York, NY | Corporate platform Corporation | $65.8M | 4 advisors | Fixed fees | View | |
| CIO WEALTH MANAGEMENT, INC. CRD 313576 | Sudbury, MA | Corporate platform Corporation | $65.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VECTOR FINANCIAL SOLUTIONS, INC. CRD 291895 | Escondido, CA | Corporate platform Corporation | $65.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAUTILUS FINANCIAL GROUP, INC. CRD 157164 | Virginia Beach, VA | Corporate platform Corporation | $65.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SHOPE ADVISORS GROUP CRD 144056 | Camillus, NY | Corporate platform Corporation | $65.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| STEWARDSHIP FINANCIAL PLANNING CRD 128676 | Irvington, NY | Corporate platform Corporation | $65.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| KADISAK FINANCIAL SERVICES, INC. CRD 122895 | Naperville, IL | Corporate platform Corporation | $65.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| THE GETZEN GROUP, INC. CRD 117700 | Scottsdale, AZ | Corporate platform Corporation | $65.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RP ZEIGLER INVESTMENT SERVICES CRD 297925 | Peoria, IL | Corporate platform Corporation | $64.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMPIRIC ADVISORS, INC. CRD 108425 | Austin, TX | Corporate platform Corporation | $64.7M | 2 advisors | Percentage of AUM | View |