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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 | |||||
|---|---|---|---|---|---|---|---|
| IVORY WEALTH MANAGEMENT INC. CRD 171422 | — | Corporate platform Corporation | $8.7M | 1 advisors | Percentage of AUM | View | |
| PENSION PLANNING SOLUTIONS, INC. CRD 126393 | Greensboro, NC | Corporate platform Corporation | $8.7M | 1 advisors | Percentage of AUM | View | |
| KHAVEEN INVESTMENTS CRD 333688 | Kuala Lumpur, Wilayah Perseketuan | Corporate platform Corporation | $8.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CHURCH ORGANIZERS FOUNDATION CRD 284458 | — | Corporate platform Corporation | $8.6M | 1 advisors | Percentage of AUM | View | |
| XEL CRD 329693 | Ontario, CA | Corporate platform Corporation | $8.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| UNITY WEALTH STRATEGIES CRD 332777 | Colorado Springs, CO | Corporate platform Corporation | $8.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEENAN PRIVATE WEALTH MANAGEMENT CRD 118174 | New York, NY | Corporate platform Corporation | $8.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NATIONAL CHRISTIAN FINANCIAL ADVISORS, INC CRD 154794 | — | Corporate platform Corporation | $8.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| POMEGRANATE FINANCIAL LLC CRD 308992 | — | Corporate platform Corporation | $8.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MY-FINANCIAL-ADVOCATE CRD 159638 | Indianapolis, IN | Corporate platform Corporation | $8.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ALPHA-LAB ASSET MANAGEMENT INC. CRD 327388 | — | Corporate platform Corporation | $8.0M | 2 advisors | Percentage of AUM | View | |
| LASURE CAPITAL MANAGEMENT CRD 128960 | — | Corporate platform Corporation | $8.0M | 1 advisors | Percentage of AUM | View | |
| JAMES WHEELER & CO. ADVISORS CRD 306498 | — | Corporate platform Corporation | $8.0M | 0 total employees | Percentage of AUM | View | |
| JMO FINANCIAL CRD 175086 | Carlsbad, CA | Corporate platform Corporation | $8.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVWELL ADVISORS CRD 328706 | Garden City, NY | Corporate platform Corporation | $7.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DESERT FINANCIAL PLANNING CRD 293185 | Palm Desert, CA | Corporate platform Corporation | $7.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ANTONIO STOKES ADVISORS CRD 313572 | Southfield, MI | Corporate platform Corporation | $7.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIRD CAPITAL GROUP, INC. CRD 170585 | — | Corporate platform Corporation | $7.9M | 1 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| TAYLOR GODDARD INVESTMENTS CRD 307013 | — | Corporate platform Corporation | $7.8M | 1 advisors | Percentage of AUM | View | |
| CENTURY FUNDS MANAGEMENT INC CRD 107231 | — | Corporate platform Corporation | $7.8M | 1 advisors | Percentage of AUM | View | |
| SOPHRONIA WEALTH ADVISORS CRD 329967 | El Paso, TX | Corporate platform Corporation | $7.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIGHTWISE WEALTH CRD 324252 | Las Vegas, NV | Corporate platform Corporation | $7.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EZ FINANCIAL GROUP INC. CRD 143813 | — | Corporate platform Corporation | $7.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILLION PEBBLES CRD 318393 | — | Corporate platform Corporation | $7.7M | 1 advisors | Percentage of AUM; Hourly charges | View |