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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 DELTA GROUP CRD 111852 | Sonoma, CA | Corporate platform Corporation | $49.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOLID ROCK WEALTH MANAGEMENT CRD 170264 | Bozeman, MT | Corporate platform Corporation | $49.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW RIVER INVESTMENTS CRD 157173 | — | Corporate platform Corporation | $49.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EAGLE ROCK FINANCIAL ADVISERS, LTD. CRD 125749 | Lancaster, PA | Corporate platform Corporation | $48.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALEXANDER BEARD (USA) INC. CRD 134642 | Ellesmere Port, Cheshire, CA | Corporate platform Corporation | $48.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALANCED PLAN FINANCIAL INVESTMENT ADVISORS, INC. CRD 310708 | — | Corporate platform Corporation | $48.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ADVANCED PLANNING, INC. CRD 158753 | Greenville, SC | Corporate platform Corporation | $48.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HUDSON COMPANIES CRD 146338 | Pearl River, NY | Corporate platform Corporation | $48.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTANA INVESTMENT ADVISORS INC CRD 106377 | — | Corporate platform Corporation | $48.7M | 1 advisors | Percentage of AUM | View | |
| PREMIER FINANCIAL PLANNING, INC. CRD 121473 | Princeton, NJ | Corporate platform Corporation | $48.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEY WEALTH MANAGEMENT, INC. CRD 313173 | Wexford, PA | Corporate platform Corporation | $48.6M | 1 advisors | Percentage of AUM | View | |
| HFG ADVISORS INC. CRD 125129 | Kalamazoo, MI | Corporate platform Corporation | $48.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APOGEE FINANCIAL SERVICES GROUP, INC. CRD 129527 | Moorestown, NJ | Corporate platform Corporation | $48.5M | 3 advisors | Percentage of AUM | View | |
| GLOBAL WEALTH MANAGEMENT, INC. CRD 115806 | — | Corporate platform Corporation | $48.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARATHON FINANCIAL STRATEGIES CRD 166289 | — | Corporate platform Corporation | $48.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARIS INVESTMENT PARTNERS CRD 305511 | — | Corporate platform Corporation | $48.4M | 1 advisors | Percentage of AUM | View | |
| GLOBAL TRENDS INVESTMENTS CRD 108854 | — | Corporate platform Corporation | $48.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THE MONTGOMERY FINANCIAL GROUP, INC. CRD 140782 | Orleans, MA | Corporate platform Corporation | $48.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| OSGOOD CAPITAL MANAGEMENT, INC. CRD 314713 | Spring, TX | Corporate platform Corporation | $48.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BECK ASSET MANAGEMENT SA CRD 162969 | Zurich, DE | Corporate platform Corporation | $48.2M | 1 advisors | Percentage of AUM | View | |
| TONGE INVESTMENTS CRD 119651 | — | Corporate platform Corporation | $48.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRASCIA INVESTMENT MANAGEMENT, INC. CRD 113505 | — | Corporate platform Corporation | $48.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DW FINANCIAL INC CRD 136882 | Anaheim, CA | Corporate platform Corporation | $48.0M | 1 advisors | Fixed fees | View | |
| WORTHEN FINANCIAL ADVISORS CRD 316622 | Friendswood, TX | Corporate platform Corporation | $47.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |