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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 | |||||
|---|---|---|---|---|---|---|---|
| UMB FINANCIAL SERVICES, INC. CRD 17073 | Kansas City, MO | Corporate platform Corporation | $5.0M | 54 advisors | Percentage of AUM | View | |
| ENGINEERING FINANCIAL INDEPENDENCE, INC. CRD 321024 | — | Corporate platform Corporation | $5.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KUBER INVESTMENTS CRD 297229 | — | Corporate platform Corporation | $5.0M | 1 advisors | Percentage of AUM | View | |
| MURAPA INVESTMENTS CRD 168510 | Agoura Hills, CA | Corporate platform Corporation | $5.0M | 1 advisors | Percentage of AUM | View | |
| TRUESDELL WEALTH, INC. CRD 167112 | Ocala, FL | Corporate platform Corporation | $5.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| GERRITZ WEALTH MANAGEMENT, INC. CRD 152716 | — | Corporate platform Corporation | $5.0M | 1 advisors | Percentage of AUM | View | |
| RETIREMENT & INVESTMENT PLANNING, INC. CRD 306082 | Petoskey, MI | Corporate platform Corporation | $4.9M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| JOHN MASTERS, CPA, PC CRD 126151 | Atlanta, GA | Corporate platform Corporation | $4.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COLLOQUIUM ASSET MANAGEMENT, INC. CRD 304446 | Novi, MI | Corporate platform Corporation | $4.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EVES&HAINES WEALTH MANAGEMENT CRD 171501 | Greeley, CO | Corporate platform Corporation | $4.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PENN FIRST ADVISORS CRD 123356 | — | Corporate platform Corporation | $4.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROTEGRO, INC. CRD 328738 | — | Corporate platform Corporation | $4.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J DOSTAL INVESTMENTS CRD 118085 | — | Corporate platform Corporation | $4.8M | 1 advisors | Percentage of AUM | View | |
| ESTES FINANCIAL SERVICES, INC. CRD 146590 | Fort Worth, TX | Corporate platform Corporation | $4.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALTUS WEALTH SOLUTIONS CRD 145259 | — | Corporate platform Corporation | $4.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEI FINANCIAL PLANNING CRD 126470 | — | Corporate platform Corporation | $4.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AWARE INVESTING, INC CRD 144809 | — | Corporate platform Corporation | $4.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROBERT W. COLBY ASSET MANAGEMENT, INC. CRD 150498 | New York, NY | Corporate platform Corporation | $4.6M | 2 advisors | Percentage of AUM; Subscription fees | View | |
| PROSPERA FUNDS, INC. CRD 331765 | Isle Of Palms, SC | Corporate platform Corporation | $4.6M | 2 advisors | Percentage of AUM | View | |
| ADVANCED RETIREMENT SOLUTIONS, INC. CRD 158078 | Little Rock, AR | Corporate platform Corporation | $4.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC CRD 314667 | Northville, MI | Corporate platform Corporation | $4.5M | 3 advisors | Percentage of AUM | View | |
| PINE TREE FINANCIAL SERVICES, INC. CRD 117920 | — | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM | View | |
| BERILIUM CRD 327058 | Lake Forest, CA | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM | View | |
| HAAS FINANCIAL SERVICES INC CRD 122450 | — | Corporate platform Corporation | $4.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |