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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 | |||||
|---|---|---|---|---|---|---|---|
| HURON INVESTMENT MANAGEMENT, INC. CRD 164983 | Chicago, IL | Corporate platform Corporation | $23.7M | 1 advisors | Percentage of AUM | View | |
| LFN ADVISORS INC. CRD 169361 | Muskegon, MI | Corporate platform Corporation | $23.7M | 4 advisors | Percentage of AUM; SOLICITOR FEES | View | |
| PROFESSIONAL FINANCIAL ADVISORS INC CRD 105296 | San Juan Capistrano, CA | Corporate platform Corporation | $23.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MARTONE CAPITAL MANAGEMENT, INC. CRD 129788 | Tarrytown, NY | Corporate platform Corporation | $23.5M | 1 advisors | Percentage of AUM | View | |
| MCCLURE CAPITAL ADVISORS, INC. CRD 159981 | Frisco, TX | Corporate platform Corporation | $23.5M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FORESTIS FINANCIAL ANALYTICS, INC. CRD 113733 | — | Corporate platform Corporation | $23.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VERDUCCI ASSET MANAGEMENT, INC. CRD 171751 | — | Corporate platform Corporation | $23.4M | 1 advisors | Percentage of AUM | View | |
| JV GLOBAL CAPITAL, INC. CRD 316742 | Houston, TX | Corporate platform Corporation | $23.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PACIFIC HARBOR HOLDINGS, LIMITED CRD 164404 | Hong Kong | Corporate platform Corporation | $23.2M | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| BEALL FINANCIAL PLANNING, INC. CRD 125697 | Macon, GA | Corporate platform Corporation | $23.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GOODWIN ASSET MANAGEMENT INC. CRD 128456 | Hinsdale, IL | Corporate platform Corporation | $23.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RICHLINE CAPITAL MANAGEMENT INC. CRD 337765 | Markham, Ontario, CA | Corporate platform Corporation | $23.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CREATIVE CAPITALISTS, INC CRD 298898 | Glendale, CA | Corporate platform Corporation | $23.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE MERIDIAN BUSINESS GROUP, LTD CRD 119455 | River Grove, IL | Corporate platform Corporation | $22.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RELIANCE FINANCIAL GROUP, INC. CRD 118395 | — | Corporate platform Corporation | $22.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RCS WEALTH MANAGEMENT CRD 328114 | Centennial, CO | Corporate platform Corporation | $22.7M | 1 advisors | Percentage of AUM | View | |
| TAYLORS FINANCIAL CRD 323416 | Fort Collins, CO | Corporate platform Corporation | $22.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BOOKMAN BRIGHT, INC. CRD 292262 | Davidson, NC | Corporate platform Corporation | $22.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| J. B. BRYAN FINANCIAL GROUP, INC. CRD 120874 | Richmond, VA | Corporate platform Corporation | $22.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MEYER FINANCIAL ADVISORS, INC. CRD 293388 | — | Corporate platform Corporation | $22.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GL TRUST, INC. CRD 312012 | Whittier, CA | Corporate platform Corporation | $22.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWO TWELVE PLANNING, INC. CRD 292116 | Senoia, GA | Corporate platform Corporation | $22.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YIELD FINANCIAL ADVISORS CRD 162235 | Mckinney, TX | Corporate platform Corporation | $22.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRI-QUEST INVESTMENT ADVISORS CRD 135364 | Fresno, CA | Corporate platform Corporation | $22.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |