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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 | |||||
|---|---|---|---|---|---|---|---|
| CLEARTREE ASSET MANAGEMENT, INC. CRD 297415 | Tampa, FL | Corporate platform Corporation | $17.3M | 1 advisors | Percentage of AUM | View | |
| CONE ADVISORY GROUP, INC. CRD 316457 | Ayden, NC | Corporate platform Corporation | $17.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK LAKE CAPITAL CORP. CRD 147399 | — | Corporate platform Corporation | $17.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ATLAS CAPITAL CRD 326724 | NY | Corporate platform Corporation | $17.2M | 3 advisors | Percentage of AUM | View | |
| MATRIX PRIVATE WEALTH MANAGEMENT INC. CRD 281197 | Lake Success, NY | Corporate platform Corporation | $17.1M | 2 advisors | Percentage of AUM | View | |
| HUDSON CAPITAL MANAGEMENT INC. CRD 307412 | Irvington, NY | Corporate platform Corporation | $17.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL FOCUS ASSET MANAGEMENT,INC. CRD 128847 | Plymouth, MA | Corporate platform Corporation | $17.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LANG ASSET MANAGEMENT, INC. CRD 113027 | — | Corporate platform Corporation | $17.0M | 1 advisors | Percentage of AUM | View | |
| YOSHIDA WEALTH MANAGEMENT, INC. CRD 305049 | White Plains, NY | Corporate platform Corporation | $17.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MONEYGROW.COM ® CRD 126275 | — | Corporate platform Corporation | $16.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAMILY WEALTH CONSULTANTS, INC. CRD 128494 | San Jose, CA | Corporate platform Corporation | $16.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVA FIDUCIARY ADVISORS CRD 285319 | Daytona Beach, FL | Corporate platform Corporation | $16.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PILOT CAPITAL MANAGEMENT CORP CRD 107684 | — | Corporate platform Corporation | $16.7M | 1 advisors | Percentage of AUM | View | |
| PLAN TO INVEST CAPITAL MANAGEMENT, INC. CRD 153726 | Denver, CO | Corporate platform Corporation | $16.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVANCED FINANCIAL SOLUTIONS, INC. CRD 121538 | Boise, ID | Corporate platform Corporation | $16.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL PORTFOLIO MANAGEMENT, INC. CRD 29302 | Timonium, MD | Corporate platform Corporation | $16.7M | 1 advisors | Percentage of AUM | View | |
| GLOBAL INVESTMENT COMPANY CRD 281316 | Oakland, CA | Corporate platform Corporation | $16.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BROOKS FINANCIAL ADVISORY GROUP,INC. CRD 130984 | — | Corporate platform Corporation | $16.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| THE FISCAL FITNESS COMPANY, INC. CRD 140768 | — | Corporate platform Corporation | $16.6M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SCOTT AND ASSOCIATES OF TEXAS, INC. CRD 166650 | — | Corporate platform Corporation | $16.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CASCADE WEALTH MANAGEMENT SOLUTIONS INC. CRD 333821 | — | Corporate platform Corporation | $16.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MAREDIN WEALTH ADVISORS CRD 163145 | — | Corporate platform Corporation | $16.5M | 1 advisors | Percentage of AUM | View | |
| COORDINATED PLANNING GROUP, INC. CRD 173653 | Melville, NY | Corporate platform Corporation | $16.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HARMON FINANCIAL ADVISORS, INC. CRD 155345 | Flowood, MS | Corporate platform Corporation | $16.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |