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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 | |||||
|---|---|---|---|---|---|---|---|
| THE KNOX GROUP WEALTH MANAGEMENT CRD 298662 | Short Hills, NJ | Corporate platform Corporation | $25.1M | 1 advisors | Percentage of AUM | View | |
| ABBOUD FINANCIAL PLANNING, INC. CRD 290242 | — | Corporate platform Corporation | $25.1M | 1 advisors | Percentage of AUM | View | |
| J.P. DIVERSIFIED ASSET MANAGEMENT LLC CRD 165515 | — | Corporate platform Corporation | $25.0M | 1 advisors | Percentage of AUM | View | |
| ENDURANCE INVESTMENT STRATEGIES, INC. CRD 269867 | — | Corporate platform Corporation | $25.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK TREE ADVISORY SERVICES INC CRD 105883 | — | Corporate platform Corporation | $25.0M | 2 advisors | Hourly charges; RETAINER AGREEMENTS | View | |
| PREMIER WEALTH ADVISORS, INC. CRD 146676 | Woodland Hills, CA | Corporate platform Corporation | $25.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| RETIREMENT MATTERS, INC. CRD 167152 | Barrington, IL | Corporate platform Corporation | $25.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS FINANCIAL SERVICES, INC. CRD 336559 | Winston-Salem, NC | Corporate platform Corporation | $24.9M | 1 advisors | Percentage of AUM | View | |
| LONGVIEW, INC. CRD 142050 | Longwood, FL | Corporate platform Corporation | $24.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WESFAIR ADVISORY GROUP, INC. CRD 295320 | Chappaqua, NY | Corporate platform Corporation | $24.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUND FINANCIAL ADVISORS, INC. CRD 115875 | — | Corporate platform Corporation | $24.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WATCHTOWER WEALTH MANAGEMENT, INC. CRD 297147 | Elizabethtown, PA | Corporate platform Corporation | $24.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SAPOSH & MALTER, INC. CRD 119514 | White Plains, NY | Corporate platform Corporation | $24.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MONEY MATTERS CRD 121795 | Minnetonka, MN | Corporate platform Corporation | $24.6M | 2 advisors | Percentage of AUM | View | |
| XPONIFY, INC. CRD 329352 | — | Corporate platform Corporation | $24.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JC FINANCIAL SERVICES CRD 284702 | Loomis, CA | Corporate platform Corporation | $24.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| 22 SEVEN WEALTH MANAGEMENT INC CRD 292402 | Panama City, FL | Corporate platform Corporation | $24.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COMPREHENSIVE PHYSICIANS RETIREMENT INVESTING CRD 114380 | — | Corporate platform Corporation | $24.0M | 1 advisors | Percentage of AUM | View | |
| CYCLUS WEALTH MANAGEMENT CRD 168699 | — | Corporate platform Corporation | $24.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LIGHTHOUSE INVESTMENT ADVISORS, INC. CRD 283787 | — | Corporate platform Corporation | $24.0M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| THE INVESTMENT AND PHILANTHROPY CORPORATION CRD 118178 | Sausalito, CA | Corporate platform Corporation | $24.0M | 2 advisors | Percentage of AUM | View | |
| ARLINGTON INVESTMENT ADVISORS CRD 292896 | — | Corporate platform Corporation | $24.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RATIO CAPITAL CRD 283357 | Las Vegas, NV | Corporate platform Corporation | $24.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COASTAL FINANCIAL ADVISORS, INC. CRD 131891 | — | Corporate platform Corporation | $23.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |