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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 | |||||
|---|---|---|---|---|---|---|---|
| MD WEALTH PARTNERS, INC CRD 159131 | Westlake Village, CA | Corporate platform Corporation | $60.0M | 2 advisors | Percentage of AUM | View | |
| CRINITE FINANCIAL STRATEGIES CRD 122971 | Las Vegas, NV | Corporate platform Corporation | $60.0M | 1 advisors | Percentage of AUM | View | |
| EMBARCADERO CAPITAL ADVISORS, INC. CRD 329285 | Laguna Hills, CA | Corporate platform Corporation | $60.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE VIABLE GROUP, INC. CRD 143266 | San Antonio, TX | Corporate platform Corporation | $60.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WESLING FINANCIAL PLANNING SERVICES CORP. CRD 141424 | Alexandria, VA | Corporate platform Corporation | $60.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SWS ADVISORS, INC. CRD 120054 | Columbus, OH | Corporate platform Corporation | $60.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLZBERG WEALTH MANAGEMENT, INC. CRD 166712 | — | Corporate platform Corporation | $59.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLANTIC COAST FINANCIAL CRD 311085 | Kennebunk, ME | Corporate platform Corporation | $59.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MOGUL WEALTH MANAGEMENT, INC. CRD 144711 | Manhattan Beach, CA | Corporate platform Corporation | $59.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BLUE ROCK FINANCIAL SERVICES, INC. CRD 151566 | — | Corporate platform Corporation | $59.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFEGOALS FINANCIAL GROUP CRD 130082 | Owosso, MI | Corporate platform Corporation | $59.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC. CRD 114509 | Fort Worth, TX | Corporate platform Corporation | $59.0M | 3 advisors | Percentage of AUM | View | |
| WASI CRD 131689 | Mill Valley, CA | Corporate platform Corporation | $59.0M | 1 advisors | Percentage of AUM | View | |
| WIN TEAM ADVISORY SERVICES CRD 136680 | Irvine, CA | Corporate platform Corporation | $59.0M | 3 advisors | Percentage of AUM | View | |
| WILSON WEALTH STEWARDSHIP CRD 297725 | Macon, GA | Corporate platform Corporation | $58.9M | 2 advisors | Percentage of AUM | View | |
| TIM CRAWFORD CPA CRD 299079 | Bridgeport, MI | Corporate platform Corporation | $58.9M | 1 advisors | Percentage of AUM | View | |
| MCBEE ADVISORS, INC. CRD 143223 | Glendale, AZ | Corporate platform Corporation | $58.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCKDALE FINANCIAL SERVICES, INC. CRD 128829 | Eatontown, NJ | Corporate platform Corporation | $58.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARDENT CAPITAL CRD 134105 | Mountain View, CA | Corporate platform Corporation | $58.8M | 1 advisors | Percentage of AUM | View | |
| MANGOLDS INVESTMENT ADVISORS INC. CRD 307437 | Lancaster, PA | Corporate platform Corporation | $58.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FIRSTHAND CAPITAL MANAGEMENT, INC. CRD 150647 | San Jose, CA | Corporate platform Corporation | $58.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MAXIM CAPITAL ADVISORS, INC. CRD 130161 | Irvine, CA | Corporate platform Corporation | $58.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH RESCUE STRATEGIES, INC. CRD 146965 | San Diego, CA | Corporate platform Corporation | $58.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KIELY CAPITAL MANAGEMENT, INC. CRD 121480 | Morristown, NJ | Corporate platform Corporation | $58.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |