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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 | |||||
|---|---|---|---|---|---|---|---|
| TRICORD WEALTH ADVISORS CRD 119921 | Columbus, OH | Corporate platform Corporation | $7.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGGINS CAPITAL MANAGEMENT, INC. CRD 39985 | La Jolla, CA | Corporate platform Corporation | $7.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIONEER FINANCIAL, INC. CRD 137940 | South Hadley, MA | Corporate platform Corporation | $7.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| C.T. KARES ADVISORY GROUP, INC. CRD 117829 | — | Corporate platform Corporation | $7.6M | 1 advisors | Percentage of AUM | View | |
| PENNSYLVANIA ADVISORY SERVICES, INC. CRD 298812 | — | Corporate platform Corporation | $7.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CSLA FINANCIAL INC CRD 283082 | — | Corporate platform Corporation | $7.5M | 1 advisors | Percentage of AUM | View | |
| ORION CAPITAL CRD 167516 | — | Corporate platform Corporation | $7.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIMPLIFY INVESTMENTS CRD 285556 | — | Corporate platform Corporation | $7.5M | 1 advisors | Percentage of AUM | View | |
| FULLGUARDS FINANCIAL CRD 325399 | Santa Cruz, CA | Corporate platform Corporation | $7.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SINTRA CAPITAL CORP CRD 113059 | Durham, NH | Corporate platform Corporation | $7.4M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GLOBAL AUTOTRADING CRD 143231 | CA | Corporate platform Corporation | $7.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACY FINANCIAL SOLUTIONS, INC. CRD 114932 | Manchester, NH | Corporate platform Corporation | $7.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHOICE FINANCIAL & INSURANCE SERVICES, INC. CRD 312049 | Brea, CA | Corporate platform Corporation | $7.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREEN INVESTMENT STRATEGIES, INCORPORATED CRD 325315 | — | Corporate platform Corporation | $7.2M | 1 advisors | Percentage of AUM | View | |
| FULL CIRCLE FINANCIAL PLANNING CRD 327297 | — | Corporate platform Corporation | $7.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAKER & COMPANY ADVISORY GROUP INC CRD 123671 | Decatur, IL | Corporate platform Corporation | $7.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROCKETT WEALTH MANAGEMENT, INC. CRD 322684 | — | Corporate platform Corporation | $7.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DECCA PRIVATE WEALTH MANAGEMENT, INC. CRD 328165 | Austin, TX | Corporate platform Corporation | $7.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ENTENTVEST INC. CRD 311563 | Palo Alto, CA | Corporate platform Corporation | $7.0M | 1 advisors | Percentage of AUM | View | |
| LYON CAPITAL STRATEGIES CRD 156349 | — | Corporate platform Corporation | $7.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| S.MART ADVISING INC CRD 310330 | Tampa, FL | Corporate platform Corporation | $7.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WASHINGTON SECURITIES CORPORATION CRD 46213 | Chevy Chase, MD | Corporate platform Corporation | $7.0M | 4 advisors | Percentage of AUM | View | |
| WILSON DAVID INVESTMENT ADVISORS CRD 172841 | Aiken, SC | Corporate platform Corporation | $6.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FREEMIND FINANCIAL ADVISORY CRD 329741 | — | Corporate platform Corporation | $6.9M | 1 advisors | Percentage of AUM | View |