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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 | |||||
|---|---|---|---|---|---|---|---|
| THE JOURNEYS GROUP, INC. CRD 152275 | Winterville, NC | Corporate platform Corporation | $63.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALUE MONITORING, INC CRD 106056 | Menlo Park, CA | Corporate platform Corporation | $62.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BACKER CRD 281813 | San Francisco, CA | Corporate platform Corporation | $62.9M | 1 advisors | Fixed fees | View | |
| I-SQUARED WEALTH MANAGEMENT, INC. CRD 282152 | Totowa, NJ | Corporate platform Corporation | $62.8M | 1 advisors | Percentage of AUM | View | |
| THE CAPITAL GROUP CRD 129615 | Warwick, RI | Corporate platform Corporation | $62.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT CRD 118358 | San Juan Capistrano, CA | Corporate platform Corporation | $62.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CORNERSTONE INVESTMENT ADVISORS, INC. CRD 125611 | — | Corporate platform Corporation | $62.7M | 1 advisors | Percentage of AUM | View | |
| SURETY INVESTMENT SERVICES CRD 135295 | Los Angeles, CA | Corporate platform Corporation | $62.7M | 1 advisors | Percentage of AUM | View | |
| ADVISOR FINANCIAL SERVICES, INC. CRD 118537 | Chatham, NY | Corporate platform Corporation | $62.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BF/ANDERSON CRD 109050 | Baton Rouge, LA | Corporate platform Corporation | $62.6M | 2 advisors | Percentage of AUM; NEGOTIABLE FEES | View | |
| R. KENT HARRIS AND ASSOCIATES, LTD. CRD 112707 | Greenwood Village, CO | Corporate platform Corporation | $62.5M | 1 employees | Percentage of AUM · Hourly charges +1 more | View | |
| INFINITY WEALTH MANAGEMENT, INC. CRD 171510 | Denver, CO | Corporate platform Corporation | $62.5M | 3 advisors | Percentage of AUM; Commissions | View | |
| INFRESH, INC. CRD 156316 | Findlay, OH | Corporate platform Corporation | $62.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HACHIKO FINANCIAL USA CORP. CRD 299816 | Coral Gables, FL | Corporate platform Corporation | $62.4M | 1 advisors | Percentage of AUM | View | |
| KENAI INVESTMENTS, INC. CRD 125974 | Amarillo, TX | Corporate platform Corporation | $62.4M | 1 advisors | Percentage of AUM | View | |
| STRATEGIC ADVISORS OF ILLINOIS CRD 113906 | Northbrook, IL | Corporate platform Corporation | $62.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| POTTLE FINANCIAL SERVICES, INC CRD 140181 | Pinehurst, NC | Corporate platform Corporation | $62.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ASSET PROTECTION GROUP CRD 164544 | Sunrise, FL | Corporate platform Corporation | $62.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BIRCH WEALTH MANAGEMENT CRD 304727 | Rome, NY | Corporate platform Corporation | $62.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BLACKHAWK WEALTH ADVISORS CRD 132251 | Danville, CA | Corporate platform Corporation | $62.1M | 1 advisors | Percentage of AUM | View | |
| REINKING FINANCIAL CONSULTING CRD 128457 | — | Corporate platform Corporation | $62.1M | 1 advisors | Percentage of AUM | View | |
| INFLECTION RETIREMENT SERVICES CRD 312680 | Westlake Village, CA | Corporate platform Corporation | $62.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| APPLE & COMPANY, INC. CRD 142298 | — | Corporate platform Corporation | $61.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PELION INVESTMENT ADVISORS, INC. CRD 138400 | Tampa, FL | Corporate platform Corporation | $61.6M | 2 advisors | Percentage of AUM; REFERRAL FEES | View |