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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 | |||||
|---|---|---|---|---|---|---|---|
| ADVANCED TAX & INVESTMENTS, INC. CRD 137357 | Orlando, FL | Corporate platform Corporation | $27.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MINDER NARUSIEWICZ, INC. CRD 115028 | Woodbury, MN | Corporate platform Corporation | $27.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ABC WEALTH INC CRD 284592 | — | Corporate platform Corporation | $27.0M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| BANYAN ASSET MANAGEMENT, INC. CRD 123204 | Naples, FL | Corporate platform Corporation | $27.0M | 1 advisors | Percentage of AUM | View | |
| SKIVER INVESTMENT SERVICES CRD 293983 | Allen Park, MI | Corporate platform Corporation | $27.0M | 1 advisors | Percentage of AUM | View | |
| GEDER INVESTMENT MANAGEMENT, INC. CRD 113237 | — | Corporate platform Corporation | $27.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RETIREMENT PLANNING CONSULTANTS INC CRD 310925 | South Charleston, WV | Corporate platform Corporation | $26.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAFE HARBOR ASSET MANAGEMENT, INC. CRD 124787 | Huntington, NY | Corporate platform Corporation | $26.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ASSET MANAGEMENT GROUP, INC. CRD 288745 | — | Corporate platform Corporation | $26.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KARAGOSIAN FINANCIAL SERVICES, INC CRD 124532 | Croton On Hudson, NY | Corporate platform Corporation | $26.8M | 1 advisors | Percentage of AUM | View | |
| SOVEREIGN CAPITAL VANTAGE, INC. CRD 288492 | — | Corporate platform Corporation | $26.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FOUR SEASONS INVESTMENT MANAGEMENT, INC. CRD 114958 | — | Corporate platform Corporation | $26.7M | 1 advisors | Percentage of AUM | View | |
| WORLD CHOICE SECURITIES, INC. CRD 30933 | Columbus, OH | Corporate platform Corporation | $26.7M | 3 advisors | Percentage of AUM | View | |
| HIP INVESTOR, INC. CRD 149825 | — | Corporate platform Corporation | $26.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORDHAM FINANCIAL SERVICES, INC. CRD 125887 | Hoschton, GA | Corporate platform Corporation | $26.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JST INVESTMENT CONSULTING CRD 158687 | Seal Beach, CA | Corporate platform Corporation | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEN CAPITAL ADVISORY GROUP, INC. CRD 164701 | El Cerrito, CA | Corporate platform Corporation | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A.I.M. FINANCIAL GROUP, INC. CRD 134393 | — | Corporate platform Corporation | $26.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LAGER & COMPANY, INC. CRD 115213 | — | Corporate platform Corporation | $26.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WHICHARD ROACH FINANCIAL CRD 334854 | Greensboro, NC | Corporate platform Corporation | $26.5M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| PACIFIC UNITED PLANNING, INC. CRD 283091 | — | Corporate platform Corporation | $26.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RIVER TREE CAPITAL MANAGEMENT CRD 165530 | — | Corporate platform Corporation | $26.3M | 1 advisors | Percentage of AUM | View | |
| MCCANN WEALTH STRATEGIES,INC. CRD 155646 | State College, PA | Corporate platform Corporation | $26.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAYKIN WEALTH MANAGEMENT, CORP CRD 309252 | Denver, CO | Corporate platform Corporation | $26.3M | 2 advisors | Percentage of AUM | View |