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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 | |||||
|---|---|---|---|---|---|---|---|
| NONE CRD 124698 | Panama City, FL | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM | View | |
| VICTOR JONES CPA, PC CRD 324604 | Seattle, WA | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGROUS CRD 156189 | — | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAKENNA & COMPANY, INC. CRD 132744 | Darien, CT | Corporate platform Corporation | $3.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| G. P. GRECO & CO., INC. CRD 318087 | Palo Alto, CA | Corporate platform Corporation | $3.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC FINANCE INC. CRD 328828 | Clackamas, OR | Corporate platform Corporation | $3.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ASSURITY WEALTH MANAGEMENT CRD 143451 | Bradenton, FL | Corporate platform Corporation | $3.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AGGREGATE FINANCIAL SERVICES, INC. CRD 324945 | — | Corporate platform Corporation | $3.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALVARADO MANAGEMENT COMPANY CRD 136227 | San Francisco, CA | Corporate platform Corporation | $3.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JAMES W. WALKER, P.A. CRD 110863 | Naples, FL | Corporate platform Corporation | $3.6M | 1 advisors | Percentage of AUM | View | |
| NI ADVISORS CRD 134502 | Milpitas, CA | Corporate platform Corporation | $3.6M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORESTER CAPITAL MANAGEMENT LTD CRD 109474 | Libertyville, IL | Corporate platform Corporation | $3.5M | 1 advisors | Percentage of AUM | View | |
| INTEGRITY WEALTH MANAGEMENT, INC CRD 143716 | — | Corporate platform Corporation | $3.5M | 1 advisors | Percentage of AUM; NEGOTIABLE FEES | View | |
| SYSTEMATIC WEALTH MANAGEMENT, INC. CRD 326687 | Glenwood Springs, CO | Corporate platform Corporation | $3.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LINNARD FINANCIAL MANAGEMENT & PLANNING, INC. CRD 130356 | — | Corporate platform Corporation | $3.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANTA CRUZ WEALTH MANAGEMENT INC. CRD 325737 | Westlake Village, CA | Corporate platform Corporation | $3.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A.E.I. FINANCIAL GROUP CRD 307099 | Santa Rosa, CA | Corporate platform Corporation | $3.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GRANTD WEALTH, INC. CRD 310908 | Denver, CO | Corporate platform Corporation | $3.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HARVEST MONEY | INVEST YOUR FAITH CRD 304360 | — | Corporate platform Corporation | $3.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MOSAIC WEALTH CONSULTANTS, INC. CRD 323422 | Millington, TN | Corporate platform Corporation | $3.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OSAGE PACIFIC ADVISORS, INC. CRD 284257 | Laguna Hills, CA | Corporate platform Corporation | $3.2M | 1 advisors | Percentage of AUM | View | |
| 38X HOLDINGS INC CRD 321241 | — | Corporate platform Corporation | $3.2M | 1 advisors | Percentage of AUM | View | |
| KUSSKE FINANCIAL, INC. CRD 299967 | Burnsville, MN | Corporate platform Corporation | $3.2M | 8 employees | Percentage of AUM · Hourly charges +1 more | View | |
| GERHARDT CLEMANS WEALTH MANAGEMENT, INC. CRD 227787 | Thendara, NY | Corporate platform Corporation | $3.1M | 1 advisors | Percentage of AUM | View |