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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 | |||||
|---|---|---|---|---|---|---|---|
| ASSET SOLUTIONS CRD 120017 | — | Corporate platform Corporation | $12.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CSI WEALTH MANAGEMENT CRD 328963 | Arcadia, CA | Corporate platform Corporation | $12.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALOS MANAGEMENT INC. CRD 304309 | Montreal, Quebec, CA | Corporate platform Corporation | $12.1M | 3 advisors | Percentage of AUM | View | |
| DOLPHIN FINANCIAL GROUP CRD 170160 | Clearwater, FL | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HARVEY & COMPANIES, INC. CRD 124896 | St.. Petersburg, FL | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM | View | |
| HARRIS WEALTH MANAGEMENT, INC. CRD 328415 | — | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FISCALWISE, INC. CRD 121476 | — | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREEDOM CAPITAL MANAGEMENT, INC. CRD 138256 | — | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM | View | |
| INTEGRITY ADVISORS CRD 147766 | St.. Petersburg, FL | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PELLETON CAPITAL MANAGEMENT, LTD. CRD 117679 | Scottsdale, AZ | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROSPERITY INVESTMENT ADVISORS, INC. CRD 148473 | — | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GUSTAFSSON WEALTH MANAGEMENT, INC. CRD 138109 | — | Corporate platform Corporation | $11.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREEDOM FINANCIAL MANAGEMENT, INC CRD 315316 | Saint Cloud, FL | Corporate platform Corporation | $11.9M | 2 advisors | Hourly charges; Fixed fees | View | |
| TIMM FINANCIAL SERVICES CRD 331581 | Poughkeepsie, NY | Corporate platform Corporation | $11.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FAIRPORT ASSET MANAGEMENT CORP CRD 108414 | Fairfield, CT | Corporate platform Corporation | $11.7M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| LIVINGSTON FINANCIAL PLANNING, INC. CRD 128246 | Santa Rosa Beach, FL | Corporate platform Corporation | $11.7M | 2 advisors | Hourly charges; Fixed fees | View | |
| PALADIN RETIREMENT ADVISORS CRD 333662 | Newtown, PA | Corporate platform Corporation | $11.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CADGER TAX AND FINANCIAL INC. CRD 312033 | — | Corporate platform Corporation | $11.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALANCE CASH MANAGEMENT INC. CRD 333867 | San Francisco, CA | Corporate platform Corporation | $11.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FARRECIAN INVESTMENTS INC CRD 305371 | Wichita, KS | Corporate platform Corporation | $11.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MERCER FINANCIAL GROUP, INC. CRD 123164 | — | Corporate platform Corporation | $11.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THOMAS SMITH AND ASSOCIATES, INC. CRD 126810 | — | Corporate platform Corporation | $11.5M | 2 advisors | Percentage of AUM | View | |
| DOUGLASS FINANCIAL GROUP CRD 167140 | Greenwood Village, CO | Corporate platform Corporation | $11.5M | 1 advisors | Percentage of AUM | View | |
| INTRUST ADVISORS, INC. CRD 132542 | — | Corporate platform Corporation | $11.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |