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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 | |||||
|---|---|---|---|---|---|---|---|
| ENCOMPASS ADVISORS, LTD. CRD 130857 | Brevard, NC | Corporate platform Corporation | $46.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DON SCHOLL & ASSOCIATES, INC. CRD 111653 | — | Corporate platform Corporation | $46.7M | 1 advisors | Percentage of AUM | View | |
| OLD SECURITY GROUP CRD 163125 | West Chester, PA | Corporate platform Corporation | $46.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HURST WEALTH ADVISORS, PC CRD 127652 | Douglas, GA | Corporate platform Corporation | $46.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOMPSON FINANCIAL TRANSITIONS INC. CRD 322562 | White Bear Lake, MN | Corporate platform Corporation | $46.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SILVESTRI FINANCIAL AND TAX ADVISORS, INC CRD 306571 | — | Corporate platform Corporation | $46.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FORTIFIED WEALTH STRATEGIES, INC. CRD 298569 | Northglenn, CO | Corporate platform Corporation | $46.5M | 2 advisors | Fixed fees; SHARE OF MANAGEMENT FEES W/ 3RD PARTY ADVISORS | View | |
| SUPPORTING YOUR CHOICES INC. CRD 125367 | — | Corporate platform Corporation | $46.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| WEAVER FINANCIAL CRD 113934 | Mission, KS | Corporate platform Corporation | $46.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PURE WEALTH MANAGEMENT CRD 154120 | Cerritos, CA | Corporate platform Corporation | $46.0M | 1 advisors | Percentage of AUM | View | |
| DOGWOOD CAPITAL MANAGEMENT CRD 126568 | Prescott, AZ | Corporate platform Corporation | $46.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMSON WEALTH MANAGEMENT CRD 290697 | Canton, OH | Corporate platform Corporation | $46.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| STONEWATER WEALTH MANAGEMENT, INC. CRD 164953 | Corpus Christi, TX | Corporate platform Corporation | $45.9M | 2 advisors | Percentage of AUM | View | |
| SMARR FINANCIAL SERVICES INC. CRD 142540 | Atlanta, GA | Corporate platform Corporation | $45.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEPLAT ASSET MANAGEMENT, INC. CRD 153005 | — | Corporate platform Corporation | $45.7M | 1 advisors | Percentage of AUM | View | |
| TAYLOR FINANCIAL MANAGEMENT INC CRD 121131 | Bexley, OH | Corporate platform Corporation | $45.6M | 1 advisors | Percentage of AUM | View | |
| PENDRAGON CAPITAL MANAGEMENT, INC. CRD 128659 | — | Corporate platform Corporation | $45.5M | 4 advisors | Percentage of AUM; FEE FOR MONITORING ACCOUNTS MANAGED BY THIRD PARTY MONEY MANAGER | View | |
| SPINNAKER ASSET MANAGEMENT INC. CRD 148489 | Warwick, RI | Corporate platform Corporation | $45.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUCTUS WEALTH MANAGEMENT INC. CRD 160036 | Philadelphia, PA | Corporate platform Corporation | $45.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABLE & STRONG ADVISORS, INC. CRD 130069 | Bountiful, UT | Corporate platform Corporation | $45.4M | 3 advisors | Percentage of AUM | View | |
| LUNSFORD FINANCIAL PLANNING, INC. CRD 128687 | Louisville, CO | Corporate platform Corporation | $45.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUTLER FINANCIAL SERVICES, LTD. CRD 134049 | Westlake Village, CA | Corporate platform Corporation | $45.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVEST SMART USA, INC. CRD 168135 | Scottsdale, AZ | Corporate platform Corporation | $45.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FBS SECURITIES CRD 326538 | Mckinney, TX | Corporate platform Corporation | $45.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |