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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 | |||||
|---|---|---|---|---|---|---|---|
| TIFIN GIVE CRD 313261 | Boulder, CO | Corporate platform Corporation | $30.9M | 2 advisors | Fixed fees; MANAGEMENT FEES (A PORTION OF EACH UNDERLYING DAF'S AUM) | View | |
| CHANCELLOR FINANCIAL SERVICES, INC. CRD 286148 | Orland Park, IL | Corporate platform Corporation | $30.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINANCIAL ONE, INC. CRD 168061 | — | Corporate platform Corporation | $30.9M | 1 advisors | Percentage of AUM | View | |
| HURLEY WEALTH MANAGEMENT GROUP, INC CRD 155475 | Oakland, FL | Corporate platform Corporation | $30.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OUTLOOK FINANCIAL SERVICES CRD 133179 | Anchorage, AK | Corporate platform Corporation | $30.7M | 1 advisors | Hourly charges; Fixed fees | View | |
| SYKES FINANCIAL SERVICES CRD 155354 | — | Corporate platform Corporation | $30.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JBA FINANCIAL ADVISORS CRD 132149 | Timonium, MD | Corporate platform Corporation | $30.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRUDENT MONEY FINANCIAL SERVICES CRD 128472 | Addison, TX | Corporate platform Corporation | $30.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BANTAM INC. CRD 288075 | Staatsburg, NY | Corporate platform Corporation | $30.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCINNUS FINANCIAL, INC CRD 218515 | — | Corporate platform Corporation | $30.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MFH INVESTMENTS INC. CRD 121228 | Dayton, OH | Corporate platform Corporation | $30.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAKS WEALTH MANAGEMENT CRD 309759 | Houston, TX | Corporate platform Corporation | $30.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THIRD ACT RETIREMENT PLANNING, INC. CRD 122785 | Marietta, GA | Corporate platform Corporation | $30.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CREATIVE FINANCIAL PLANNING ADVISORS, INC. CRD 127878 | South Bend, IN | Corporate platform Corporation | $30.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PARTNERS CAPITAL MANAGEMENT, INC. CRD 112585 | — | Corporate platform Corporation | $30.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FRANKLIN MADISON PRIVATE WEALTH CRD 306838 | Pittsburgh, PA | Corporate platform Corporation | $30.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVERGREEN CAPITAL MANAGEMENT INC CRD 104670 | Omaha, NE | Corporate platform Corporation | $30.2M | 1 advisors | Percentage of AUM | View | |
| PARROT FINANCE, INC. CRD 338169 | AL | Corporate platform Corporation | $30.1M | 1 advisors | Fixed fees | View | |
| P3 WEALTH MANAGEMENT CRD 300373 | Cordova, TN | Corporate platform Corporation | $30.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OCTAVEWEALTH CRD 170975 | San Francisco, CA | Corporate platform Corporation | $30.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EMERGE CAPITAL MANAGEMENT CRD 284581 | Buffalo, NY | Corporate platform Corporation | $30.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TOUCAN FINANCIAL, INC. CRD 321210 | — | Corporate platform Corporation | $30.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPUS FINANCIAL ADVISORS, INC. CRD 118742 | Statesville, NC | Corporate platform Corporation | $30.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CERES FINANCIAL GROUP, INC. CRD 129086 | Stoughton, MA | Corporate platform Corporation | $30.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |