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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 | |||||
|---|---|---|---|---|---|---|---|
| FLOMARTIN SECURITIES CORPORATION CRD 170592 | — | Corporate platform Corporation | $4.4M | 1 advisors | Percentage of AUM | View | |
| WEATHER EYE ADVISORS, INC. CRD 162302 | — | Corporate platform Corporation | $4.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRADINGVALLEY INC. CRD 298542 | Taipei, CA | Corporate platform Corporation | $4.4M | 1 advisors | Percentage of AUM | View | |
| CAPITAL FINANCIAL BOISE, INC. CRD 174089 | — | Corporate platform Corporation | $4.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SUNPATH FINANCIAL CRD 312343 | Newport Beach, CA | Corporate platform Corporation | $4.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOCIAL IMPACT INVESTMENTS INC. CRD 297095 | — | Corporate platform Corporation | $4.3M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL ADVISORY GROUP, INC. CRD 337686 | Appleton, WI | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AFFILIATED INVESTMENT ADVISORS, INC. CRD 117207 | — | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM | View | |
| BESPOKE CAPITAL ADVISORS, INC. CRD 331647 | Charlotte, NC | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LYONS DEN CAPITAL CRD 139577 | — | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CHRISTMAS CORPORATION CRD 282245 | — | Corporate platform Corporation | $4.2M | 2 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| SERVICE ONE FINANCIAL CRD 149137 | San Juan Capistrano, CA | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFE PLANNING AGENCY, INC CRD 119967 | — | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM | View | |
| WEALTH PINNACLE, INC. CRD 144219 | — | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOSEPH WRIGHT INVESTMENTS CRD 166764 | Tucson, AZ | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FINVEST CRD 329172 | San Francisco, CA | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM | View | |
| ESK CAPITAL MANAGEMENT INC. CRD 151946 | — | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ASCENT CAPITAL MANAGEMENT, INC. CRD 320877 | Newton, NJ | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM | View | |
| IFPS CRD 17935 | Heidelberg, MD | Corporate platform Corporation | $4.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| TARA FINANCIAL GROUP, INC. CRD 125149 | Jonesboro, GA | Corporate platform Corporation | $4.0M | 2 advisors | Percentage of AUM | View | |
| PENSIONBEE CRD 331741 | London, AL | Corporate platform Corporation | $4.0M | 1 advisors | Percentage of AUM | View | |
| QUO VADIS CAPITAL, INC. CRD 288611 | — | Corporate platform Corporation | $4.0M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| WHITCRAFT CAPITAL MANAGEMENT CRD 138372 | — | Corporate platform Corporation | $4.0M | 1 employees | Percentage of AUM | View | |
| BRYANT WEALTH MANAGEMENT, INC. CRD 142236 | — | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |