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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 | |||||
|---|---|---|---|---|---|---|---|
| KO FINANCIAL CRD 309172 | — | Corporate platform Corporation | $19.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIVINGSTON & ASSOCIATES, LTD. CRD 122011 | — | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LAKELAND INVESTOR SERVICES, INC. CRD 167100 | — | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HARMONIC INVESTMENT ADVISORS CRD 148950 | — | Corporate platform Corporation | $18.9M | 1 advisors | Percentage of AUM | View | |
| X AND Y ADVISORS, INC. CRD 287715 | El Segundo, CA | Corporate platform Corporation | $18.8M | 1 advisors | Fixed fees | View | |
| EAST END WEALTH MANAGEMENT CRD 160261 | — | Corporate platform Corporation | $18.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SANDMAN WEALTH MANAGEMENT CRD 338989 | Tulsa, OK | Corporate platform Corporation | $18.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC WEALTH MANAGEMENT, LLC CRD 150765 | Bend, OR | Corporate platform Corporation | $18.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CARRACK CAPITAL INC. CRD 322059 | — | Corporate platform Corporation | $18.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COLLABRIA CAPITAL, INC CRD 159858 | — | Corporate platform Corporation | $18.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ASSET PRESERVATION CAPITAL, LTD CRD 305899 | Troy, MI | Corporate platform Corporation | $18.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WILSON & BROWNING, INC. CRD 121900 | Cleveland Heights, OH | Corporate platform Corporation | $18.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SOUND INVESTMENTS INC. CRD 117501 | Overland Park, KS | Corporate platform Corporation | $18.5M | 1 advisors | Percentage of AUM | View | |
| RASKIN GLOBAL INC. CRD 313300 | Phoenix, MD | Corporate platform Corporation | $18.5M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CRIS CAPITAL, LTD. CRD 281642 | Katy, TX | Corporate platform Corporation | $18.5M | 2 advisors | Percentage of AUM | View | |
| KAHN BROTHERS ASSET MANAGEMENT CORP CRD 105620 | New York, NY | Corporate platform Corporation | $18.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTOR RESOURCES INC CRD 128722 | — | Corporate platform Corporation | $18.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MYRNA MITCHELL, MBA, CFP CRD 118531 | — | Corporate platform Corporation | $18.4M | 1 advisors | Hourly charges; Fixed fees | View | |
| TRIUMPH WEALTH ADVISORS, INC. CRD 153175 | — | Corporate platform Corporation | $18.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STARK STRATEGIC CAPITAL MANAGEMENT, INC. CRD 121295 | — | Corporate platform Corporation | $18.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BLANKENSHIP FINANCIAL PLANNING, LTD. CRD 125651 | New Berlin, IL | Corporate platform Corporation | $18.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PJ SCAVUZZO, INC. CRD 151742 | — | Corporate platform Corporation | $18.3M | 1 advisors | Percentage of AUM | View | |
| HERMITAGE ADVISORS, LTD. CRD 127564 | — | Corporate platform Corporation | $18.3M | 1 advisors | Percentage of AUM | View | |
| ABACUS INVESTMENT ADVISORS CRD 147556 | Salt Lake City, UT | Corporate platform Corporation | $18.2M | 1 advisors | Percentage of AUM; Hourly charges | View |