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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 | |||||
|---|---|---|---|---|---|---|---|
| ESQWEALTH CRD 320834 | Coeur D'Alene, ID | Corporate platform Corporation | $21.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HEWITT WEALTH MANAGEMENT INC. CRD 330001 | — | Corporate platform Corporation | $21.1M | 1 advisors | Fixed fees | View | |
| HERITAGE ROAD ADVISORS CRD 305458 | — | Corporate platform Corporation | $21.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SOARES FINANCIAL, INC. CRD 120056 | Napa, CA | Corporate platform Corporation | $21.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SORSBY FINANCIAL CORP CRD 39437 | Bonita Springs, FL | Corporate platform Corporation | $21.0M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| BRINK FINANCIAL GROUP, INC. CRD 332809 | — | Corporate platform Corporation | $21.0M | 1 advisors | Percentage of AUM | View | |
| POST OAK INVESTMENT MANAGEMENT, INC CRD 106601 | Houston, TX | Corporate platform Corporation | $21.0M | 1 advisors | Percentage of AUM | View | |
| WHISTON ASSET MANAGEMENT CRD 118691 | New York City, NY | Corporate platform Corporation | $21.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH PARTNERS CORPORATION CRD 129201 | Overland Park, KS | Corporate platform Corporation | $20.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MACRO WEALTH ADVISORS, INC. CRD 127586 | Mckinney, TX | Corporate platform Corporation | $20.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEYHOUSE ANALYTICS INC. CRD 292203 | — | Corporate platform Corporation | $20.7M | 1 advisors | Percentage of AUM | View | |
| STACK ASSET MANAGEMENT CRD 151247 | San Diego, CA | Corporate platform Corporation | $20.7M | 2 advisors | Percentage of AUM | View | |
| RICHARD LEES CAPITAL MANAGEMENT CRD 111785 | — | Corporate platform Corporation | $20.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GUINEA VALUE INVESTMENTS CRD 332102 | — | Corporate platform Corporation | $20.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GLEAN FINANCIAL, INC. CRD 328986 | Chattanooga, TN | Corporate platform Corporation | $20.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FREEDOM EXPERIENCE, INC. CRD 118367 | — | Corporate platform Corporation | $20.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VISION FINANCIAL SERVICES, INC CRD 144409 | Mesa, AZ | Corporate platform Corporation | $20.3M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| SIMPSON CAPITAL MANAGEMENT CRD 111238 | — | Corporate platform Corporation | $20.2M | 1 advisors | Percentage of AUM | View | |
| UPBEAT FINANCIAL CRD 312754 | — | Corporate platform Corporation | $20.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHARMA ASSOCIATES, INC. CRD 121347 | — | Corporate platform Corporation | $20.2M | 1 advisors | Percentage of AUM | View | |
| ANOVA MANAGEMENT CRD 317812 | — | Corporate platform Corporation | $20.2M | 3 advisors | Percentage of AUM | View | |
| AI ADVISOR, INC. CRD 122984 | — | Corporate platform Corporation | $20.1M | 1 advisors | Percentage of AUM | View | |
| GLASS RETIREMENT STRATEGIES, INC. CRD 172610 | West Bloomfield, MI | Corporate platform Corporation | $20.1M | 1 advisors | Percentage of AUM; Commissions | View | |
| BAVARIAN WEALTH MANAGEMENT, INC. CRD 135035 | New Orleans, LA | Corporate platform Corporation | $20.1M | 1 advisors | Percentage of AUM; Hourly charges | View |