Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| SCM INVESTMENT SERVICES CRD 285240 | Lake Elmo, MN | Corporate platform Corporation | $3.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AFC WEALTH MANAGEMENT CRD 297461 | Encino, CA | Corporate platform Corporation | $3.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAOLO BERNARDI ADVISOR CRD 319237 | — | Corporate platform Corporation | $3.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINTENT CRD 331452 | Monrovia, CA | Corporate platform Corporation | $3.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLANKEN MANAGEMENT CORP CRD 226546 | — | Corporate platform Corporation | $3.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| S2O CAPITAL MANAGEMENT CRD 164533 | — | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM | View | |
| AMBROSE WEALTH MANAGEMENT CRD 269838 | — | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRYANT GROUP ADVISORS CRD 277095 | New York, NY | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BJM FINANCIAL INC CRD 322493 | Duluth, GA | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARMAN INVESTMENT ADVISORS CRD 122641 | Northbrook, IL | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM | View | |
| JC&COMPANY CRD 300724 | Irvine, CA | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM | View | |
| MASLAR FINANCIAL CRD 293840 | — | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOCA RETIREMENT STRATEGIES INC. CRD 310150 | — | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MJS CAPITAL INC. CRD 152055 | — | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLUE CANYON WEALTH CRD 292525 | South Pasadena, CA | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THRIVE PORTFOLIOS CRD 314414 | San Diego, CA | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARITY ADVISORS GROUP, INC. CRD 308324 | — | Corporate platform Corporation | $2.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRATITECH CONSULTING, INC. CRD 231787 | Saint Charles, IL | Corporate platform Corporation | $2.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AUSTIN NATIONAL FINANCIAL SERVICES CRD 115135 | Austin, TX | Corporate platform Corporation | $2.8M | 1 advisors | Percentage of AUM | View | |
| AP FINANCIAL CONTINGENCY GROUP INC CRD 310670 | — | Corporate platform Corporation | $2.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKEVIEW FINANCIAL PLANNING CRD 289377 | — | Corporate platform Corporation | $2.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAXIMUM ADVISORY CRD 284983 | — | Corporate platform Corporation | $2.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERECAN ASSET MANAGEMENT INC. CRD 337563 | Halifax, Nova Scotia | Corporate platform Corporation | $2.7M | 18 advisors | Percentage of AUM | View | |
| RWC WEALTH MANAGEMENT, INC. CRD 165217 | Montgomery, AL | Corporate platform Corporation | $2.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |