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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 | |||||
|---|---|---|---|---|---|---|---|
| MEYERS FINANCIAL SERVICES CRD 136624 | Sonoma, CA | Corporate platform Corporation | $28.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LOTZER & CO.,INC. CRD 113087 | — | Corporate platform Corporation | $28.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PATHWAY FINANCIAL PLANNING, INC. CRD 173222 | Newport News, VA | Corporate platform Corporation | $28.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. CRD 300408 | Granada Hills, CA | Corporate platform Corporation | $28.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| UNIVERSE, INC. CRD 130730 | Brooklyn, NY | Corporate platform Corporation | $28.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MOUNT MURRAY INVESTMENT INC. CRD 322643 | Montreal, Quebec | Corporate platform Corporation | $28.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MCPHERSON FINANCIAL ADVISORS, INC. CRD 150997 | — | Corporate platform Corporation | $28.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COUTURE FINANCIAL INC. CRD 134303 | Sarasota, FL | Corporate platform Corporation | $28.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ASTROP ADVISORY CORPORATION CRD 106738 | — | Corporate platform Corporation | $28.1M | 2 advisors | Percentage of AUM | View | |
| APOGEE GLOBAL ADVISORS, INC. CRD 130334 | — | Corporate platform Corporation | $28.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| INTEGRATED ASSET MANAGEMENT, INC. CRD 121641 | — | Corporate platform Corporation | $28.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DERIVATY CO CRD 310249 | White Plains, NY | Corporate platform Corporation | $28.0M | 2 advisors | Percentage of AUM; PERCENTAGE OF PRE-SPECIFIED "PROGRAM AMOUNT" | View | |
| THE FINANCIAL COACHING GROUP, INC. CRD 150371 | Laguna Hills, CA | Corporate platform Corporation | $28.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| T. MANN FINANCIAL CRD 332461 | — | Corporate platform Corporation | $28.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHIFT FYNANCIAL CRD 304594 | — | Corporate platform Corporation | $28.0M | 1 advisors | Percentage of AUM | View | |
| SCHULTZ RETIREMENT INCOME SOLUTIONS, INC. CRD 158577 | Rockland, ME | Corporate platform Corporation | $28.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JEFFERY C. WELCH AND ASSOCIATES, INC. CRD 143092 | — | Corporate platform Corporation | $27.9M | 2 advisors | Percentage of AUM | View | |
| SWELL FINANCIAL CRD 317029 | — | Corporate platform Corporation | $27.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOWARD FINANCIAL CRD 155323 | Bakersfield, CA | Corporate platform Corporation | $27.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCNALLY FINANCIAL SERVICES CORPORATION CRD 121196 | San Antonio, TX | Corporate platform Corporation | $27.8M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUSINESS FINANCIAL STRATEGIES, LTD. CRD 113144 | — | Corporate platform Corporation | $27.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOMPSON & THOMPSON INVESTMENT ADVISORS, INC. CRD 306408 | — | Corporate platform Corporation | $27.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEALTH ACUMEN, INC. CRD 133475 | — | Corporate platform Corporation | $27.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ST BERNARD ASSET MANAGEMENT, INC. CRD 307770 | Russellville, AR | Corporate platform Corporation | $27.4M | 1 advisors | Percentage of AUM; Hourly charges | View |