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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 | |||||
|---|---|---|---|---|---|---|---|
| HUGHES WEALTH MANAGEMENT INCORPORATED CRD 321954 | — | Corporate platform Corporation | $2.5M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| WHALE CRD 330063 | Chicago, IL | Corporate platform Corporation | $2.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JRM CAPITAL MANAGEMENT INC. CRD 142039 | — | Corporate platform Corporation | $2.5M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FINANCIAL PLANNING GROUP INC. (THE) CRD 129894 | Scotch Plains, NJ | Corporate platform Corporation | $2.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SOCAL PLANNERS, INC CRD 173062 | Valencia, CA | Corporate platform Corporation | $2.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| P.A. BERG RETIREMENT SOLUTIONS CRD 140317 | — | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NORTH POINTE FINANCIAL ADVISORS, INC CRD 162646 | — | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STAMPER CAPITAL & INVESTMENTS, INC. CRD 106041 | — | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM | View | |
| PRESERVATION WEALTH MANAGEMENT CRD 170636 | King Of Prussia, PA | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| REPLICA WEALTH ADVISORS INC CRD 304902 | Colorado Springs, CO | Corporate platform Corporation | $2.3M | 1 advisors | Fixed fees; REFERRAL FEES | View | |
| ENCOMPASS FINANCIAL SERVICES CRD 331597 | San Diego, CA | Corporate platform Corporation | $2.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NED DAVIS RESEARCH, INC. CRD 112260 | Sarasota, FL | Corporate platform Corporation | $2.2M | 44 advisors | Hourly charges · Subscription fees +2 more | View | |
| LAMONT TRADING ADVISORS, INC. CRD 137087 | Huntsville, AL | Corporate platform Corporation | $2.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JOSEPH M. LARSEN, C.P.A., P.C. CRD 281445 | Provo, UT | Corporate platform Corporation | $2.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CLIFTON MYERS FINANCIAL ADVISORY CRD 132638 | Round Rock, TX | Corporate platform Corporation | $2.2M | 1 advisors | Percentage of AUM | View | |
| JOHN C. SAUNDERS, C.P.A., P.C. CRD 170706 | Rochester, NY | Corporate platform Corporation | $2.2M | 1 advisors | Percentage of AUM | View | |
| WYNDFALL FINANCIAL INC CRD 300237 | Hamilton, MT | Corporate platform Corporation | $2.1M | 0 total employees | Percentage of AUM; TAX PREPARATION FEES | View | |
| VINCENT C. LUCAS, C.P.A., P.C. CRD 116080 | Mclean, VA | Corporate platform Corporation | $2.1M | 1 advisors | Percentage of AUM | View | |
| EQUISTAR WEALTH MANAGEMENT INC. CRD 151977 | — | Corporate platform Corporation | $2.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| E J FINANCIAL CORP. CRD 153688 | — | Corporate platform Corporation | $2.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| B & A SECTOR WATCH CRD 123023 | — | Corporate platform Corporation | $2.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AI FUNDS CRD 328886 | Sausalito, CA | Corporate platform Corporation | $2.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| JKAY SECURITIES CORPORATION CRD 164691 | — | Corporate platform Corporation | $2.1M | 1 advisors | Percentage of AUM | View | |
| BRIGHTORANGE ADVISORS CRD 333477 | — | Corporate platform Corporation | $2.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |