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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 | |||||
|---|---|---|---|---|---|---|---|
| AVINCI WEALTH MANAGEMENT, INC. CRD 327780 | Valencia, CA | Corporate platform Corporation | $10.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL INVESTMENT MANAGEMENT CRD 119481 | Seattle, WA | Corporate platform Corporation | $10.3M | 0 total employees | Percentage of AUM | View | |
| TRUSTEE EMPOWERMENT & PROTECTION, INC. CRD 108249 | Troy, MI | Corporate platform Corporation | $10.3M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LIFE STRATEGY PARTNERS CRD 332925 | Tucson, AZ | Corporate platform Corporation | $10.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREMONT FINANCIAL ADVISORS INC. CRD 145865 | Riverton, WY | Corporate platform Corporation | $10.1M | 2 advisors | Hourly charges; A % OF ASSETS UNDER MY MONEY MANAGER'S MANAGEMENT | View | |
| DOMANI INVESTMENTS INC. CRD 124124 | — | Corporate platform Corporation | $10.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WEBS INVESTMENTS INC. CRD 333355 | UT | Corporate platform Corporation | $10.0M | 4 advisors | Percentage of AUM | View | |
| 10 WEST ADVISORS, INC. CRD 290598 | Los Angeles, CA | Corporate platform Corporation | $10.0M | 1 advisors | Percentage of AUM | View | |
| AGORA INVESTMENTS CRD 332032 | Dayton, OH | Corporate platform Corporation | $10.0M | 1 advisors | Percentage of AUM | View | |
| NOBLE CAPITAL MANAGEMENT, INC. CRD 112938 | Boca Raton, FL | Corporate platform Corporation | $10.0M | 4 advisors | Percentage of AUM | View | |
| RETIREMENT RESOURCES INC. CRD 107996 | Overland Park, KS | Corporate platform Corporation | $10.0M | 2 advisors | Percentage of AUM; FINANCIAL PLANNING FEES | View | |
| KYUR, INC. CRD 284721 | — | Corporate platform Corporation | $9.9M | 2 advisors | Percentage of AUM | View | |
| CRIMSON WEALTH CRD 334123 | — | Corporate platform Corporation | $9.9M | 1 advisors | Percentage of AUM | View | |
| ARTIFEX ADVISORY GROUP, INC. CRD 281588 | Cary, NC | Corporate platform Corporation | $9.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASA ADVISORS, INC. CRD 170898 | — | Corporate platform Corporation | $9.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABG FINANCIAL SERVICES, INC. CRD 170225 | Atlanta, GA | Corporate platform Corporation | $9.8M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| WITTER & LESTER INC CRD 133913 | — | Corporate platform Corporation | $9.8M | 2 advisors | Percentage of AUM | View | |
| ADAPTIVE FINANCIAL SOLUTIONS INC CRD 293198 | — | Corporate platform Corporation | $9.7M | 1 advisors | Fixed fees | View | |
| FIELDSTONE MONEY MANAGEMENT, INC. CRD 126510 | — | Corporate platform Corporation | $9.7M | 2 advisors | Percentage of AUM | View | |
| JENNINGS INVESTMENT GROUP, INC. CRD 154389 | — | Corporate platform Corporation | $9.6M | 1 advisors | Percentage of AUM | View | |
| LIGHTHOUSE ADVISORY SERVICES, INC. CRD 306258 | — | Corporate platform Corporation | $9.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEXUS CAPITAL INC CRD 291866 | Matthews, NC | Corporate platform Corporation | $9.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| WIGGIN FINANCIAL SERVICES CRD 151596 | Fort Lauderdale, FL | Corporate platform Corporation | $9.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| E. MAGNUS OPPENHEIM & CO. INC. CRD 14268 | New York, NY | Corporate platform Corporation | $9.5M | 1 advisors | Percentage of AUM | View |