Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT CRD 170717 | Mentor, OH | Corporate platform Corporation | $16.4M | 1 advisors | Percentage of AUM | View | |
| BUTTONWOOD PARTNERS, INC. CRD 27108 | Madison, WI | Corporate platform Corporation | $16.4M | 1 advisors | Percentage of AUM | View | |
| CAPITAL FOCUS, INC. CRD 152149 | Greenville, SC | Corporate platform Corporation | $16.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SECURITIES BROKERAGE SERVICES CRD 119861 | Carnegie, PA | Corporate platform Corporation | $16.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CINCINNATI WEALTH MANAGEMENT, INC. CRD 291688 | Cincinnati, OH | Corporate platform Corporation | $16.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| J.C. GOODGAL, INC. CRD 128318 | — | Corporate platform Corporation | $16.2M | 1 advisors | Percentage of AUM | View | |
| ANGART & CO. CRD 121394 | Beachwood, OH | Corporate platform Corporation | $16.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| STERLING FINANCIAL GROUP, INC. CRD 300327 | Pasadena, CA | Corporate platform Corporation | $16.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEXTGEN EMP CRD 333721 | NY | Corporate platform Corporation | $16.1M | 2 advisors | Percentage of AUM | View | |
| JACKSON PRIVATE WEALTH MANAGEMENT, INC. CRD 164880 | Cocoa, FL | Corporate platform Corporation | $16.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LARREA WEALTH MANAGEMENT CRD 129649 | New York, NY | Corporate platform Corporation | $16.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MKG FINANCIAL GROUP, INC. CRD 104214 | Portland, OR | Corporate platform Corporation | $16.0M | 2 advisors | Percentage of AUM | View | |
| NORTH COAST ASSET MANAGEMENT, INC. CRD 119226 | Windsor, CA | Corporate platform Corporation | $15.9M | 2 advisors | Percentage of AUM | View | |
| PUTMAN CAPITAL MANAGEMENT, INC. CRD 135995 | Torrance, CA | Corporate platform Corporation | $15.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOGGANS GROUP INC CRD 155039 | Gadsden, AL | Corporate platform Corporation | $15.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| STOECKER FINANCIAL, INC. CRD 119796 | — | Corporate platform Corporation | $15.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| H R FINANCIAL SERVICES, INC. CRD 116733 | — | Corporate platform Corporation | $15.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAO FINANCIAL CRD 310134 | — | Corporate platform Corporation | $15.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MGH ASSET MANAGEMENT CRD 139254 | Wellington | Corporate platform Corporation | $15.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THE ART AND SCIENCE OF SUCCESSFUL PLANNING CRD 114523 | Ft.. Myers, FL | Corporate platform Corporation | $15.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORS TRUST PLANNING AND INVESTMENT COMPANY CRD 142282 | Naples, FL | Corporate platform Corporation | $15.6M | 1 advisors | Percentage of AUM; REFERRAL FEES AND A PERCENTAGE OF ASSETS UNDER CONSULTATION | View | |
| VIMCOR CRD 119009 | Duncansville, PA | Corporate platform Corporation | $15.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CARTER & BALSAM ADVISERS CRD 127634 | — | Corporate platform Corporation | $15.5M | 1 advisors | Percentage of AUM | View | |
| LEGACY RETIREMENT ADVISORS CRD 157453 | — | Corporate platform Corporation | $15.4M | 1 advisors | Percentage of AUM; Fixed fees | View |