Search advisors
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 PLANNING ASSOCIATES, INC. CRD 121808 | Phoenix, AZ | Corporate platform Corporation | $32.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEDGEFIELD WEALTH MANAGEMENT CRD 292442 | — | Corporate platform Corporation | $32.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FISCAL DYNAMICS INCORPORATED CRD 111155 | Farmington, CT | Corporate platform Corporation | $32.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PLAN B INVESTMENTS, INC. CRD 136162 | Carmel Valley, CA | Corporate platform Corporation | $32.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PUREPATH WEALTH MANAGEMENT CRD 168247 | Land O' Lakes, FL | Corporate platform Corporation | $32.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. CRD 611 | Omaha, NE | Corporate platform Corporation | $32.0M | 285 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ACCORD CAPITAL MANAGEMENT, LTD. CRD 285933 | Boise, ID | Corporate platform Corporation | $32.0M | 2 advisors | Percentage of AUM | View | |
| RELIANCE INVESTING, INC. CRD 148481 | Sacramento, CA | Corporate platform Corporation | $32.0M | 3 advisors | Percentage of AUM | View | |
| SPIEHS WEALTH MANAGEMENT, INC. CRD 328455 | Grand Island, NE | Corporate platform Corporation | $32.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AVISTA WEALTH MANAGEMENT CRD 151366 | Northbrook, IL | Corporate platform Corporation | $31.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BALOPOLE INVESTMENT MANAGEMENT CORPORATION CRD 135621 | San Mateo, CA | Corporate platform Corporation | $31.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH MANAGEMENT GROUP CRD 108749 | — | Corporate platform Corporation | $31.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN FINANCIAL MANAGEMENT, LTD. CRD 111016 | Owings Mills, MD | Corporate platform Corporation | $31.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CREATIVE FUNDING CORPORATION CRD 117439 | Bloomfield, CT | Corporate platform Corporation | $31.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GYGI CAPITAL MANAGEMENT CRD 149662 | Cedar Hills, UT | Corporate platform Corporation | $31.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WRIGHT BENEFIT ADVISORS INC. CRD 289479 | Lake Forest, IL | Corporate platform Corporation | $31.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ALLEN INVESTMENT MANAGEMENT CRD 174891 | — | Corporate platform Corporation | $31.4M | 1 advisors | Percentage of AUM | View | |
| WARREN WEALTH MANAGEMENT & TAX PLANNING INC. CRD 305992 | Louisville, KY | Corporate platform Corporation | $31.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CORLETT FINANCIAL, INC. CRD 289019 | San Diego, CA | Corporate platform Corporation | $31.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BACHE CAPITAL MANAGEMENT CRD 113719 | — | Corporate platform Corporation | $31.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCA CROSS BORDER ADVISORS INC. CRD 168125 | Montreal, AZ | Corporate platform Corporation | $31.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FARRAUTO WEALTH MANAGEMENT, INC CRD 129684 | New York, NY | Corporate platform Corporation | $31.1M | 1 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| BEACON FINANCIAL PLANNERS, INC CRD 297938 | Houston, TX | Corporate platform Corporation | $31.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SPINELLI FINANCIAL ADVISORS, INC CRD 128833 | — | Corporate platform Corporation | $31.0M | 1 advisors | Percentage of AUM; Hourly charges | View |