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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 | |||||
|---|---|---|---|---|---|---|---|
| PROSPERILUX LLC CRD 334864 | — | Corporate platform Corporation | $1.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 2PIFINANCIAL CORP. CRD 326171 | — | Corporate platform Corporation | $1.5M | 2 advisors | Percentage of AUM | View | |
| AURELIA CAPITAL ADVISORS, INC. CRD 334467 | — | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM | View | |
| QUANTS COMPETE CRD 313310 | Brentwood, TN | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM | View | |
| ELPHINSTONE CRD 311264 | New York, NY | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM | View | |
| DISCRETIONARY INC. CRD 329342 | Reno, NV | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| D'ARCY WEALTH MANAGEMENT, INC. - A CALIFORNIA CORPORATION CRD 284975 | — | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JONDAKNOWS FINANCIAL GROUP, INC. CRD 325480 | Huntinton, WV | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OIA LTD CRD 136174 | — | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM | View | |
| PETER DAG & ASSOCIATES, INC. CRD 119762 | — | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM; Subscription fees | View | |
| PURVIS INVESTMENTS, INC. CRD 124996 | — | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FIA SERVICES, INC. CRD 282694 | Navarre, FL | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM | View | |
| MAKARIOS INVESTMENTS INC CRD 338356 | Sedona, AZ | Corporate platform Corporation | $1.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MANN FINANCIAL CONSULTING SERVICES CRD 319566 | — | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| IRONTREE WEALTH MANAGEMENT, INC. CRD 291515 | — | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC. CRD 137293 | Woodland Hills, CA | Corporate platform Corporation | $1.1M | 2 advisors | Percentage of AUM | View | |
| BMR GLOBAL WEALTH MANAGEMENT GROUP, INC. CRD 149417 | Melbourne, FL | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BATEMAN CAPITAL MANAGEMENT, INC. CRD 284972 | Leavenworth, KS | Corporate platform Corporation | $1.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JIM EARL FINANCIAL CRD 149444 | Warren, OH | Corporate platform Corporation | $1.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONTRARIAN LABS INC. CRD 298427 | Covina, CA | Corporate platform Corporation | $1.0M | 1 advisors | Percentage of AUM | View | |
| VIRTUEVIAN VENTURES CRD 291986 | — | Corporate platform Corporation | $1.0M | 2 advisors | Percentage of AUM | View | |
| WEALTHADVISOR365 CRD 328400 | — | Corporate platform Corporation | $1.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSETGUARD FINANCIAL SERVICES INC CRD 305747 | — | Corporate platform Corporation | $962K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| XETFS CRD 339198 | — | Corporate platform Corporation | $957K | 2 advisors | Percentage of AUM; ETF PROFIT/ LOSS | View |