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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 | |||||
|---|---|---|---|---|---|---|---|
| THE JAFFEE FINANCIAL GROUP, INC. CRD 142163 | Cooper City, FL | Corporate platform Corporation | $15.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PORTER INVESTMENTS CRD 114366 | Houston, TX | Corporate platform Corporation | $15.3M | 1 advisors | Percentage of AUM | View | |
| JA INVESTMENT MANAGEMENT, LLC CRD 155510 | Hurricane, WV | Corporate platform Corporation | $15.3M | 1 advisors | Percentage of AUM | View | |
| KRS TAX & INVESTMENTS INC. CRD 135453 | — | Corporate platform Corporation | $15.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HAVEN FINANCIAL SOLUTIONS, INC CRD 156422 | — | Corporate platform Corporation | $15.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINSTON PAUL CAPITAL MANAGEMENT, INC. CRD 326893 | Tysons Corner, VA | Corporate platform Corporation | $15.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| D/B/A FINANCIAL AWARENESS INSTITUTE CRD 122763 | Sharon, WI | Corporate platform Corporation | $15.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HARDY FINANCIAL PLANNING CRD 145071 | — | Corporate platform Corporation | $15.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| M3 ASSET MANAGEMENT, INC. CRD 169461 | Pasadena, CA | Corporate platform Corporation | $15.0M | 1 advisors | Percentage of AUM | View | |
| PRINCIPLED ADVISORS, INC. CRD 323468 | NJ | Corporate platform Corporation | $15.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| REDWOOD FINANCIAL ADVISORS, INC CRD 119798 | San Rafael, CA | Corporate platform Corporation | $15.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROVENTINI FINANCIAL SERVICES, INC CRD 142079 | New City, NY | Corporate platform Corporation | $15.0M | 1 advisors | Percentage of AUM | View | |
| T. ROSE & ASSOCIATES, INC. CRD 115253 | — | Corporate platform Corporation | $15.0M | 2 advisors | Percentage of AUM | View | |
| VOLTZ ASSET MANAGEMENT INC. CRD 167138 | — | Corporate platform Corporation | $15.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| FENDZ ASSET MANAGEMENT, INC. CRD 144629 | Coral Gables, FL | Corporate platform Corporation | $14.9M | 2 advisors | Percentage of AUM; SELECTION OF OTHER ADVISERS FEES | View | |
| BEANSTOX CRD 291957 | Montreal, Quebec, AL | Corporate platform Corporation | $14.9M | 3 advisors | Subscription fees; Fixed fees | View | |
| TIDEWATER WEALTH ADVISORS CRD 155014 | — | Corporate platform Corporation | $14.8M | 1 advisors | Percentage of AUM | View | |
| TALLEY FINANCIAL CRD 117053 | — | Corporate platform Corporation | $14.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BURGE FINANCIAL CRD 172552 | Sacramento, CA | Corporate platform Corporation | $14.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRAC WEALTH MANAGEMENT, INC CRD 281128 | Norman, OK | Corporate platform Corporation | $14.7M | 1 advisors | Percentage of AUM | View | |
| NOTTINGHILL CAPITAL MANAGEMENT INC. CRD 125725 | — | Corporate platform Corporation | $14.6M | 1 advisors | Percentage of AUM | View | |
| OMNIDIVITIA WEALTH MANAGEMENT, INC. CRD 172108 | — | Corporate platform Corporation | $14.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HEDGEWISE CRD 173286 | — | Corporate platform Corporation | $14.6M | 1 advisors | Percentage of AUM | View | |
| LAYLINE ASSET MANAGEMENT INC CRD 172018 | — | Corporate platform Corporation | $14.5M | 1 advisors | Percentage of AUM | View |