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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 | |||||
|---|---|---|---|---|---|---|---|
| BREAKFORTH INVESTMENT MANAGEMENT, INC CRD 121540 | — | Corporate platform Corporation | $18.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEALTHMARK CRD 283600 | — | Corporate platform Corporation | $18.2M | 1 advisors | Percentage of AUM | View | |
| VODICKA GROUP, INC. CRD 150994 | — | Corporate platform Corporation | $18.1M | 1 advisors | Percentage of AUM | View | |
| PROFOLIO INVESTMENTS, INC. CRD 173241 | — | Corporate platform Corporation | $18.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC. CRD 123702 | — | Corporate platform Corporation | $18.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EDDLEMAN & EDDLEMAN INC CRD 137095 | Jackson, TN | Corporate platform Corporation | $18.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MEL CONSULTING CO. D/B/A MEL & CO CRD 307834 | — | Corporate platform Corporation | $18.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PAMELA KRUEGER AND COMPANY, INC. CRD 174001 | — | Corporate platform Corporation | $18.0M | 1 advisors | Percentage of AUM | View | |
| QRIA, INC. CRD 324506 | — | Corporate platform Corporation | $18.0M | 1 advisors | Percentage of AUM | View | |
| RORA WEALTH, INC. CRD 297568 | Atlanta, GA | Corporate platform Corporation | $18.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAYELI INVESTMENT MANAGEMENT CRD 115557 | — | Corporate platform Corporation | $17.9M | 1 advisors | Percentage of AUM | View | |
| MILESTONE CONSULTANTS, INC. CRD 286406 | — | Corporate platform Corporation | $17.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SUN VALLEY ADVISORS, INC. CRD 118914 | — | Corporate platform Corporation | $17.8M | 1 advisors | Percentage of AUM | View | |
| HEMISPHERES INVESTMENT MANAGEMENT CRD 171681 | — | Corporate platform Corporation | $17.8M | 2 advisors | Percentage of AUM | View | |
| FIRESIDE FINANCIAL PLANNING, INC. CRD 121784 | San Jose, CA | Corporate platform Corporation | $17.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGIONCE INVESTMENT ADVISORS, INC. CRD 112472 | Englewood, CO | Corporate platform Corporation | $17.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HIGHRISE WEALTH MANAGEMENT CRD 316327 | Miami, FL | Corporate platform Corporation | $17.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SANDOS FINANCIAL CRD 286347 | — | Corporate platform Corporation | $17.6M | 2 advisors | Percentage of AUM | View | |
| FOUNDATION FINANCIAL INC. CRD 168147 | — | Corporate platform Corporation | $17.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPEN FINANCIAL, INC. CRD 175191 | — | Corporate platform Corporation | $17.5M | 1 advisors | Percentage of AUM | View | |
| MIKE SENA ADVISORS, INC. CRD 313729 | — | Corporate platform Corporation | $17.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| SKYLID CAPITAL MANAGEMENT, INC. CRD 282736 | — | Corporate platform Corporation | $17.5M | 1 advisors | Percentage of AUM | View | |
| MESA WEALTH MANAGEMENT CRD 285861 | Camarillo, CA | Corporate platform Corporation | $17.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COOPER CAPITAL, INC. CRD 127691 | Sandpoint, ID | Corporate platform Corporation | $17.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |