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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 | |||||
|---|---|---|---|---|---|---|---|
| CERELI INC. CRD 141872 | — | Corporate platform Corporation | $2.0M | 1 advisors | Percentage of AUM | View | |
| NORTHSTAR STRATEGIC INVESTMENTS INC CRD 155202 | Ormond Beach, FL | Corporate platform Corporation | $2.0M | 1 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| ARDOR INVESTMENT MANAGEMENT CONSULTING CRD 123206 | Northfield, IL | Corporate platform Corporation | $1.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| I-CTHRU INC. CRD 170875 | TX | Corporate platform Corporation | $1.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PANTILE INVESTMENTS CRD 312696 | Boulder, CO | Corporate platform Corporation | $1.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SAVVYFI CRD 304337 | Franklin, TN | Corporate platform Corporation | $1.9M | 1 advisors | Fixed fees | View | |
| NORTH SHORE WEALTH MANAGEMENT CRD 329710 | Westford, MA | Corporate platform Corporation | $1.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| QUEST INVESTMENT FIRM CRD 170742 | — | Corporate platform Corporation | $1.9M | 1 advisors | Percentage of AUM | View | |
| CONDATA GROUP INC CRD 108715 | New York, NY | Corporate platform Corporation | $1.8M | 2 advisors | Percentage of AUM; Commissions | View | |
| GRANITE FINANCIAL ADVISORS, INC. CRD 284917 | — | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BOTAMER FINANCIAL CRD 124077 | — | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STILLWATER INVESTING CRD 307511 | Veazie, ME | Corporate platform Corporation | $1.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ALLUVIAL WEALTH MANAGEMENT CRD 305503 | Matthews, NC | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| J MOSS AND CO CRD 328259 | — | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LIBRA INVESTMENT ADVISORS INC CRD 333647 | — | Corporate platform Corporation | $1.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CREATIVE RETIREMENT PLANNING, INC. CRD 138274 | Sequim, WA | Corporate platform Corporation | $1.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUTTMAN FINANCIAL PLANNING CRD 283061 | — | Corporate platform Corporation | $1.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TRIEX FINANCIAL SERVICES, INC. CRD 158822 | Orland Park, IL | Corporate platform Corporation | $1.6M | 1 advisors | Percentage of AUM | View | |
| CONTRERAS FINANCIAL, INC. CRD 305463 | — | Corporate platform Corporation | $1.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BRANSON FOWLKES RUSSELL INC CRD 107656 | Houston, TX | Corporate platform Corporation | $1.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEMO CAPITAL CRD 301309 | WY | Corporate platform Corporation | $1.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GWBLAKE & COMPANY CRD 310742 | — | Corporate platform Corporation | $1.6M | 1 advisors | Percentage of AUM | View | |
| BVB AND PARTNERS S.A. CRD 288814 | Geneva, TX | Corporate platform Corporation | $1.5M | 1 advisors | Percentage of AUM | View | |
| WEISERT INVESTMENT SERVICES, INC. CRD 111670 | — | Corporate platform Corporation | $1.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |