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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 | |||||
|---|---|---|---|---|---|---|---|
| GENERATIONS WEALTH DESIGN CRD 323975 | Topeka, KS | Corporate platform Corporation | $52.3M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EXCELSUS CAPITAL MANAGEMENT CRD 130886 | Manhattan Beach, CA | Corporate platform Corporation | $52.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL MANAGEMENT ADVISORS INC CRD 110447 | Marietta, GA | Corporate platform Corporation | $52.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEMPLEMAN WEALTH MANAGEMENT INC. CRD 312839 | Rancho Santa Margarita, CA | Corporate platform Corporation | $52.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BRIGGS FINANCIAL INC. CRD 291012 | — | Corporate platform Corporation | $52.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY FIRST PLANNERS, INC. CRD 167305 | — | Corporate platform Corporation | $52.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DIAMOND HEAD FINANCIAL ADVISORS LLC CRD 149158 | — | Corporate platform Corporation | $52.0M | 1 advisors | Percentage of AUM | View | |
| BCD ADVISORS CRD 169468 | — | Corporate platform Corporation | $51.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAIN STREET MANAGEMENT COMPANY CRD 111736 | Aquebogue, NY | Corporate platform Corporation | $51.8M | 2 advisors | Percentage of AUM | View | |
| BASSETT FINANCIAL ADVISORS CRD 170825 | Fort Wayne, IN | Corporate platform Corporation | $51.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DBA GENERATIONAL WEALTH STRATEGIES CRD 111203 | Irvine, CA | Corporate platform Corporation | $51.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MASON FINANCIAL SERVICES CRD 173628 | Redlands, CA | Corporate platform Corporation | $51.3M | 1 advisors | Percentage of AUM | View | |
| CANTU TACTICAL WEALTH MANAGEMENT, INC. CRD 152210 | — | Corporate platform Corporation | $51.3M | 2 advisors | Percentage of AUM | View | |
| VINTAGE WEALTH MANAGEMENT GROUP CRD 151092 | Charlotte, NC | Corporate platform Corporation | $51.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HAMMER ADVISORY SERVICES, INC. CRD 152914 | Woodbury, MN | Corporate platform Corporation | $51.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CASTLE ROCK INVESTMENT COMPANY CRD 140299 | — | Corporate platform Corporation | $51.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RSW WEALTH MANAGEMENT CRD 284240 | Reno, NV | Corporate platform Corporation | $51.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROFITSCORE CAPITAL MANAGEMENT, INC. CRD 119210 | Eagle, ID | Corporate platform Corporation | $50.9M | 5 advisors | Percentage of AUM; LICENSING FEES FOR INDEX USAGE | View | |
| INDEX GURUS, INC. CRD 131014 | — | Corporate platform Corporation | $50.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEAWAY ADVISORS CRD 149745 | Fairport, NY | Corporate platform Corporation | $50.8M | 2 advisors | Percentage of AUM | View | |
| ENDICOTT GROUP CRD 157119 | New York, NY | Corporate platform Corporation | $50.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BARBARA J. BOUCHEY ASSET MANAGEMENT, INC. CRD 120034 | — | Corporate platform Corporation | $50.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERSONAL ASSET STRATEGIES, INC. CRD 128627 | Westbury, NY | Corporate platform Corporation | $50.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FUTURE U FINANCIAL INC. CRD 309468 | — | Corporate platform Corporation | $50.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |