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 | |||||
|---|---|---|---|---|---|---|---|
| KELLOGG WEALTH ADVISORS, INC. CRD 144514 | — | Corporate platform Corporation | $9.5M | 1 advisors | Percentage of AUM | View | |
| SCD CAPITAL, INC. CRD 149353 | — | Corporate platform Corporation | $9.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVER LEAF FINANCIAL, INC. CRD 153037 | Scottsdale, AZ | Corporate platform Corporation | $9.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VIRGO DIGITAL ASSET MANAGEMENT INC. CRD 335668 | North York | Corporate platform Corporation | $9.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GLOBAL DIVERSIFIED INVESTMENTS CRD 157326 | Newport Beach, CA | Corporate platform Corporation | $9.4M | 1 advisors | Percentage of AUM | View | |
| R.A.I. FINANCIAL SERVICES, INC. CRD 128596 | Lynnfield, MA | Corporate platform Corporation | $9.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROACTIVE WEALTH MANAGEMENT, INC. CRD 301232 | Draper, UT | Corporate platform Corporation | $9.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KMR FINANCIAL ADVISORY, INC. CRD 286058 | — | Corporate platform Corporation | $9.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CATEY, INC. CRD 316011 | — | Corporate platform Corporation | $9.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CRANE INVESTMENTS INC CRD 172755 | Laguna Beach, CA | Corporate platform Corporation | $9.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARBOURFRONT WEALTH AMERICA INC. CRD 306941 | Vancouver, CA | Corporate platform Corporation | $9.2M | 10 advisors | Percentage of AUM | View | |
| EBIS CRD 164024 | Phoenix, AZ | Corporate platform Corporation | $9.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTRE STREET CAMBRIDGE CORPORATION CRD 128110 | — | Corporate platform Corporation | $9.1M | 1 advisors | Percentage of AUM | View | |
| SHERPA FINANCIAL GUIDES, INC. CRD 314973 | — | Corporate platform Corporation | $9.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC. CRD 335439 | New York, NY | Corporate platform Corporation | $9.0M | 11 advisors | PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES | View | |
| LIME ROCK INVESTMENT MANAGEMENT COMPANY, INC. CRD 322364 | San Antonio, TX | Corporate platform Corporation | $9.0M | 1 advisors | Percentage of AUM | View | |
| KOMPASS FINANCIAL ADVISORS, INC. CRD 135401 | — | Corporate platform Corporation | $8.9M | 1 advisors | Percentage of AUM; THIRD PARTY ADVISER REFERRAL FEES | View | |
| PATEL WEALTH STRATEGIES, INC. CRD 327723 | Chandler, AZ | Corporate platform Corporation | $8.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RLR CAPITAL MANAGEMENT, INC. CRD 127815 | New Canaan, CT | Corporate platform Corporation | $8.9M | 1 advisors | Percentage of AUM | View | |
| BLUE MONARCH FINANCIAL INC. CRD 330561 | Greenville, TX | Corporate platform Corporation | $8.9M | 2 advisors | Percentage of AUM | View | |
| BEACON ROCK WEALTH ADVISORS CRD 131592 | Camas, WA | Corporate platform Corporation | $8.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAXWELL FINANCIAL GROUP, INC CRD 167863 | Sherwood, OR | Corporate platform Corporation | $8.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CIF ADVISORS INC. CRD 306645 | Sacramento, CA | Corporate platform Corporation | $8.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY COUNSEL, INC. CRD 132866 | — | Corporate platform Corporation | $8.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |