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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 | |||||
|---|---|---|---|---|---|---|---|
| STEVE GARRETT AND ASSOCIATES,INC. CRD 126791 | Glendora, CA | Corporate platform Corporation | $44.0M | 0 total employees | Hourly charges | View | |
| TRUFINANCIAL REGISTERED INVESTMENT ADVISORY SERVICES, INC CRD 298639 | — | Corporate platform Corporation | $44.0M | 2 advisors | Percentage of AUM | View | |
| SABIN INVESTMENT MANAGEMENT, INC. CRD 143629 | — | Corporate platform Corporation | $44.0M | 2 advisors | Percentage of AUM | View | |
| CHAIKIN CAPITAL MANAGEMENT INC. CRD 128842 | — | Corporate platform Corporation | $43.5M | 1 advisors | Percentage of AUM | View | |
| REGAL CAPITAL MANAGEMENT, INC. CRD 126952 | Bedford, IN | Corporate platform Corporation | $43.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GOLDSTRAND PLANNING GROUP CRD 115906 | Stockton, CA | Corporate platform Corporation | $43.1M | 0 total employees | Percentage of AUM · Hourly charges +1 more | View | |
| CARL F. PETERSEN. INC CRD 109489 | — | Corporate platform Corporation | $43.0M | 6 employees | Percentage of AUM; Performance-based fees | View | |
| NEXT STEPS ADVISORS, INC. CRD 301389 | Bellevue, WA | Corporate platform Corporation | $43.0M | 1 advisors | Percentage of AUM | View | |
| SOUTHERN CAPITAL MANAGEMENT CORPORATION CRD 118508 | Charleston, SC | Corporate platform Corporation | $43.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STUYVESANT CAPITAL MANAGEMENT CORPORATION CRD 111998 | Armonk, NY | Corporate platform Corporation | $43.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH MANAGEMENT OF KENTUCKY, INC. CRD 171446 | Lexington, KY | Corporate platform Corporation | $42.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CLIFFORD FINANCIAL PLANNING, INC. CRD 112978 | Santa Rosa, CA | Corporate platform Corporation | $42.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE FINANCIAL PLANNING, INC. CRD 151866 | Appleton, WI | Corporate platform Corporation | $42.8M | 1 advisors | Percentage of AUM; Commissions | View | |
| BLUECHIP FINANCIAL PLANNING, INC. CRD 114944 | Richardson, TX | Corporate platform Corporation | $42.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MW INVESTMENT STRATEGY CRD 118433 | El Dorado Hills, CA | Corporate platform Corporation | $42.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COAST WEALTH MANAGEMENT, INC. CRD 129090 | San Clemente, CA | Corporate platform Corporation | $42.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BUELLESFELD FINANCIAL SERVICES, INC. CRD 115910 | Wellington, KS | Corporate platform Corporation | $42.7M | 1 advisors | Percentage of AUM | View | |
| WINSTON & COMPANY, INC. CRD 141514 | — | Corporate platform Corporation | $42.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GENERATION PMCA CORP. CRD 117842 | Toronto, Ontario, CA | Corporate platform Corporation | $42.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| DEVIL MOUNTAIN INVESTMENT MANAGEMENT CRD 150278 | — | Corporate platform Corporation | $42.6M | 1 advisors | Percentage of AUM | View | |
| GREAT LAKES RETIREMENT SOLUTIONS, INC. CRD 167046 | Saginaw, MI | Corporate platform Corporation | $42.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MITCHELL VAUGHT & TAYLOR INC CRD 106160 | Chicago, IL | Corporate platform Corporation | $42.4M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| ESSEX ASSET ADVISORS INC. CRD 164076 | Ivoryton, CT | Corporate platform Corporation | $42.3M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DIMATTEO FINANCIAL GROUP CRD 155988 | Chadds Ford, PA | Corporate platform Corporation | $42.3M | 1 advisors | Percentage of AUM | View |