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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 | |||||
|---|---|---|---|---|---|---|---|
| MCDONALD HARTMAN WEALTH ADVISORS CRD 316031 | Santa Monica, CA | Corporate platform Corporation | $26.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH2B CRD 331220 | — | Corporate platform Corporation | $26.2M | 1 advisors | Percentage of AUM; Subscription fees | View | |
| MONETARY MANAGEMENT CORPORATION CRD 131584 | San Francisco, CA | Corporate platform Corporation | $26.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTALL, INC. CRD 285955 | New York, NY | Corporate platform Corporation | $26.2M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| INSIGHT FINANCIAL, INC. CRD 144144 | — | Corporate platform Corporation | $26.1M | 1 advisors | Percentage of AUM | View | |
| GOAR, ENDRISS & WALKER, P.A. CRD 142160 | Sarasota, FL | Corporate platform Corporation | $26.0M | 2 advisors | Hourly charges; RETAINER | View | |
| RALEIGH INVESTMENT ADVISORS, INC. CRD 118706 | — | Corporate platform Corporation | $26.0M | 2 advisors | Percentage of AUM; MAX FEE OF $5000/QUARTER | View | |
| C&D WEALTH ADVISORS CRD 110769 | — | Corporate platform Corporation | $25.9M | 1 advisors | Percentage of AUM | View | |
| SEATTLE ASSET MANAGEMENT, INC. CRD 117523 | — | Corporate platform Corporation | $25.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTHCARE FINANCIAL GROUP, INC. CRD 284650 | Peachtree City, GA | Corporate platform Corporation | $25.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROVIDENT WEALTH MANAGEMENT INC CRD 107021 | Erie, PA | Corporate platform Corporation | $25.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EQUILUS GROUP INC CRD 300142 | Wenatchee, WA | Corporate platform Corporation | $25.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINDHAM FINANCIAL SERVICES, INC. CRD 35307 | — | Corporate platform Corporation | $25.7M | 2 advisors | Percentage of AUM | View | |
| YELLOW DOG FINANCIAL, INC. CRD 148307 | — | Corporate platform Corporation | $25.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANDERSON WEALTH MANAGEMENT GROUP INC CRD 135745 | Denver, CO | Corporate platform Corporation | $25.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOWMAN RETIREMENT PLANNING CRD 321121 | — | Corporate platform Corporation | $25.6M | 1 advisors | Percentage of AUM | View | |
| SCI, INC. CRD 321197 | Houston, TX | Corporate platform Corporation | $25.6M | 1 advisors | Percentage of AUM | View | |
| DUNCAN FINANCIAL MANAGEMENT, INC. CRD 150849 | Sunset Hills, MO | Corporate platform Corporation | $25.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BERKELEY INVESTMENT ADVISORS CRD 121223 | San Francisco, CA | Corporate platform Corporation | $25.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PMA WEALTH MANAGEMENT CRD 323475 | Tustin, CA | Corporate platform Corporation | $25.3M | 1 advisors | Percentage of AUM | View | |
| SAFE MONEY INC. CRD 285163 | — | Corporate platform Corporation | $25.3M | 2 advisors | Percentage of AUM | View | |
| KINDZIA INVESTMENTS CRD 148189 | Johns Creek, GA | Corporate platform Corporation | $25.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGATRUST FINANCIAL ADVISORS, INC. CRD 152749 | Saint Louis, MO | Corporate platform Corporation | $25.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FIDUCIA WEALTH MANAGEMENT CRD 309571 | Pasadena, CA | Corporate platform Corporation | $25.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |