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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 | |||||
|---|---|---|---|---|---|---|---|
| BRIGHTPATH FINANCIAL, INC. CRD 220517 | — | Corporate platform Corporation | $47.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARIVEDA INVESTMENT MANAGEMENT CRD 123471 | Mountain View, CA | Corporate platform Corporation | $47.9M | 1 advisors | Percentage of AUM | View | |
| SANSKAR ADVISORS, INC. CRD 113727 | Nyack, NY | Corporate platform Corporation | $47.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MC FINANCIAL MANAGEMENT, INC. CRD 112516 | — | Corporate platform Corporation | $47.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| DOLLINGER MANAGEMENT INC. CRD 154539 | — | Corporate platform Corporation | $47.7M | 2 advisors | Percentage of AUM | View | |
| RS WEALTH MANAGEMENT, INC. CRD 167002 | — | Corporate platform Corporation | $47.7M | 1 advisors | Percentage of AUM | View | |
| COMPASS CRD 158280 | Fairfield, CT | Corporate platform Corporation | $47.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH PLANNING GROUP, INC. CRD 143222 | Valencia, CA | Corporate platform Corporation | $47.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC INVESTMENT COUNSEL, INC. CRD 136813 | — | Corporate platform Corporation | $47.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| 57 WEST CAPITAL ADVISORS, INC. CRD 115378 | Austin, TX | Corporate platform Corporation | $47.4M | 5 advisors | Percentage of AUM | View | |
| STEVEN HECHT INVESTMENTS, INC. CRD 145639 | — | Corporate platform Corporation | $47.3M | 1 advisors | Percentage of AUM | View | |
| 2ND MARKET CAPITAL ADVISORY CORP. CRD 111562 | Madison, WI | Corporate platform Corporation | $47.2M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAPSTONE PACIFIC INVESTMENT STRATEGIES CRD 154819 | — | Corporate platform Corporation | $47.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERINO WEALTH MANAGEMENT CRD 317535 | Glenview, IL | Corporate platform Corporation | $47.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KS GLOBAL ADVISORS, INC. CRD 136308 | — | Corporate platform Corporation | $47.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| D.M. WEALTH MANAGEMENT, INC. CRD 128194 | Norman, OK | Corporate platform Corporation | $47.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GUARDIAN ROCK WEALTH INVESTMENT MANAGEMENT, INC. CRD 120529 | Lisle, IL | Corporate platform Corporation | $47.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EQUITY PLANNING GROUP, INC. CRD 112612 | West Bloomfield, MI | Corporate platform Corporation | $46.9M | 1 advisors | Percentage of AUM | View | |
| ATLAS FINANCIAL ADVISORS, INC. CRD 160276 | Oroville, CA | Corporate platform Corporation | $46.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDEN EAGLE CAPITAL ADVISORS, INC. CRD 173811 | Dubai, DC | Corporate platform Corporation | $46.8M | 2 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| WEALTH MANAGEMENT ADVISORS, INC. CRD 115433 | St.. Louis, MO | Corporate platform Corporation | $46.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FISCALIS ADVISORY, INC. CRD 126934 | Anacortes, WA | Corporate platform Corporation | $46.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOVEREIGN FINANCIAL GROUP CRD 137145 | Raleigh, NC | Corporate platform Corporation | $46.7M | 1 advisors | Percentage of AUM | View | |
| REPPOND INVESTMENTS, INC. CRD 202511 | — | Corporate platform Corporation | $46.7M | 2 advisors | Percentage of AUM | View |