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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 | |||||
|---|---|---|---|---|---|---|---|
| ATLAS CAPITAL MANAGEMENT CRD 110018 | Thousand Oaks, CA | Corporate platform Corporation | $11.4M | 1 advisors | Percentage of AUM | View | |
| CAMPBELL & ASSOCIATES CRD 142086 | Winter Haven, FL | Corporate platform Corporation | $11.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ROSCOE FINANCIAL CRD 120248 | — | Corporate platform Corporation | $11.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORS CRYPTO, INC. CRD 109201 | Austin, TX | Corporate platform Corporation | $11.2M | 2 employees | Percentage of AUM | View | |
| FIDERE CRD 152013 | San Francisco, CA | Corporate platform Corporation | $11.0M | 1 advisors | Percentage of AUM | View | |
| MFM CAPITAL MANAGEMENT, INC. CRD 142070 | Orlando, FL | Corporate platform Corporation | $11.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| R.J. SUTTS & COMPANY CRD 109375 | — | Corporate platform Corporation | $11.0M | 1 advisors | Percentage of AUM | View | |
| SKOUFIS CAPITAL MANAGEMENT CRD 156140 | Chicago, IL | Corporate platform Corporation | $11.0M | 1 employees | Percentage of AUM | View | |
| POPA FINANCIAL SERVICES, INC. CRD 117219 | Bethel Park, PA | Corporate platform Corporation | $11.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FINLAYSON FINANCIAL PLANNING, INC. CRD 165631 | — | Corporate platform Corporation | $10.9M | 1 advisors | Percentage of AUM | View | |
| TENNESSEE VALLEY INVESTMENT MANAGEMENT CRD 305228 | — | Corporate platform Corporation | $10.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BARRINGTON CAPITAL MANAGEMENT, INC. CRD 115603 | Bloomington, MN | Corporate platform Corporation | $10.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEEL CAPITAL AB CRD 283825 | Stockholm | Corporate platform Corporation | $10.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CRONKHITE WEALTH STRATEGIES CRD 299566 | — | Corporate platform Corporation | $10.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RYAN SMITH FINANCIAL SERVICES CRD 325545 | — | Corporate platform Corporation | $10.9M | 1 advisors | Percentage of AUM | View | |
| HARPER CAPITAL PARTNERS CRD 117772 | — | Corporate platform Corporation | $10.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LINK FINANCIAL CORPORATION CRD 115570 | — | Corporate platform Corporation | $10.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RWW INVESTMENT ADVISORS INC. CRD 155309 | — | Corporate platform Corporation | $10.7M | 1 advisors | Percentage of AUM | View | |
| GRAVITY CAPITAL PARTNERS, LLC CRD 154006 | CO | Corporate platform Corporation | $10.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LAFARGUE FINANCIAL GROUP, INC. CRD 120867 | — | Corporate platform Corporation | $10.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMES CAPITAL MANAGEMENT, INC. CRD 167806 | — | Corporate platform Corporation | $10.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAVCO FINANCIAL ADVISORY, INC CRD 290084 | Springfield, OH | Corporate platform Corporation | $10.5M | 3 advisors | Percentage of AUM | View | |
| SKYVIEW PINNACLE CRD 338282 | — | Corporate platform Corporation | $10.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIVI-VEST ADVISORS CRD 120645 | — | Corporate platform Corporation | $10.3M | 1 advisors | Percentage of AUM | View |