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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 | |||||
|---|---|---|---|---|---|---|---|
| ATLANTIC ADVISORS, INC. CRD 115485 | — | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| BIG WAVE ADVISORS, INC. CRD 134044 | — | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| NORTHWOODS WEALTH MANAGEMENT CRD 135236 | Boothbay Harbor, ME | Corporate platform Corporation | $6.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| BCM BENEFITS INC. CRD 146182 | — | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EAGLE SPIRIT INVESTMENTS CONSULTING, INC. CRD 156243 | — | Corporate platform Corporation | $5.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AIMCDONNAUGH & CO. INC. CRD 124512 | Baldwin, NY | Corporate platform Corporation | $5.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 361 FINANCIAL PLANNING, INC. CRD 283581 | Walnut Creek, CA | Corporate platform Corporation | $5.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARDING'S WEALTH MANAGERS, INC. CRD 139542 | — | Corporate platform Corporation | $5.9M | 1 advisors | Percentage of AUM | View | |
| STRONG FINANCIAL SERVICES CRD 168792 | — | Corporate platform Corporation | $5.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY INVESTMENT ADVISORS INC. CRD 124554 | Braintree, MA | Corporate platform Corporation | $5.8M | 1 advisors | Percentage of AUM | View | |
| FED ADVISORS, INC CRD 304650 | Henderson, NV | Corporate platform Corporation | $5.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GARRETT CAPITAL INVESTMENT MANAGEMENT CRD 116107 | — | Corporate platform Corporation | $5.8M | 2 advisors | Percentage of AUM | View | |
| ACCEL ADVISORS, INC. CRD 172750 | — | Corporate platform Corporation | $5.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANNOLES ASSET MANAGEMENT, INC. CRD 120828 | Dwg, TX | Corporate platform Corporation | $5.8M | 2 advisors | Percentage of AUM | View | |
| DESERT CAPITAL MANAGEMENT GROUP, INC CRD 322100 | Hermosa Beach, CA | Corporate platform Corporation | $5.7M | 2 advisors | Percentage of AUM; Commissions | View | |
| ACEEDA WEALTH MANAGEMENT, INC. CRD 334893 | Plano, TX | Corporate platform Corporation | $5.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ST. LOUIS FINANCIAL PLANNERS INC. CRD 105511 | Chesterfield, MO | Corporate platform Corporation | $5.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| PEARSON ASSET MANAGEMENT COMPANY CRD 122558 | — | Corporate platform Corporation | $5.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL SPECTRUM INC. CRD 123169 | Jenkintown, PA | Corporate platform Corporation | $5.6M | 1 employees | Percentage of AUM; Hourly charges | View | |
| KEYBRIDGE CAPITAL CRD 288643 | Quincy, IL | Corporate platform Corporation | $5.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRICORD INVESTMENT ADVISORS, INC. CRD 131613 | — | Corporate platform Corporation | $5.6M | 1 advisors | Percentage of AUM | View | |
| ROCK STEADY WEALTH, INC. CRD 226639 | Richmond, VA | Corporate platform Corporation | $5.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERRINGTON INVESTMENT SOLUTIONS CRD 124363 | — | Corporate platform Corporation | $5.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REVOLUT WEALTH INC. CRD 322894 | New York, NY | Corporate platform Corporation | $5.5M | 5 advisors | Percentage of AUM | View |