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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 | |||||
|---|---|---|---|---|---|---|---|
| ROCKFLEET FINANCIAL SERVICES, INC. CRD 149325 | Sarasota, FL | Corporate platform Corporation | $956K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONUWEALTH ADVISORS CRD 333808 | — | Corporate platform Corporation | $949K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHELAN CAPITAL MANGEMENT CRD 107216 | Menlo Park, CA | Corporate platform Corporation | $925K | 0 total employees | Percentage of AUM | View | |
| SIDEPOCKET INCORPORATED CRD 312031 | San Francisco, CA | Corporate platform Corporation | $915K | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LEBRON FINANCIAL SERVICES, INC. CRD 297139 | — | Corporate platform Corporation | $899K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERANTI CAPITAL PARTNERS, INC. CRD 309776 | Atlanta, GA | Corporate platform Corporation | $855K | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KG MEYER, PC CRD 297872 | — | Corporate platform Corporation | $850K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHANSO CRD 324030 | — | Corporate platform Corporation | $838K | 1 advisors | Subscription fees; Fixed fees | View | |
| SCOUT CRD 318417 | AL | Corporate platform Corporation | $798K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| 1ST FINANCIAL INVESTMENT, INC. CRD 283072 | Clark'S Summit, PA | Corporate platform Corporation | $782K | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH PARTNERS, INC. CRD 132115 | — | Corporate platform Corporation | $738K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JPL WEALTH MANAGEMENT CRD 324503 | Dripping Springs, TX | Corporate platform Corporation | $720K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERTICUS ADVISORS INC. CRD 333313 | — | Corporate platform Corporation | $692K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTURA ADVISORS, INC. CRD 175424 | Burlingame, CA | Corporate platform Corporation | $671K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DONNER'S FINANCIAL SERVICES INC. CRD 296838 | — | Corporate platform Corporation | $660K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOODOO CRD 291372 | Oakland, CA | Corporate platform Corporation | $650K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VISTAFRONT PARTNERS INC CRD 307057 | Frankfort, KY | Corporate platform Corporation | $642K | 2 advisors | Percentage of AUM | View | |
| ATLANTIC FINANCIAL CRD 159167 | — | Corporate platform Corporation | $615K | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASTER AND COMPANY, INC. CRD 148931 | Warwick, RI | Corporate platform Corporation | $600K | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ANGEL LIGHT CAPITAL CRD 332254 | — | Corporate platform Corporation | $582K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THIRD DAY CAPITAL, INC. CRD 148686 | Charlotte, NC | Corporate platform Corporation | $579K | 1 advisors | Percentage of AUM | View | |
| ADVANCED MATH INVESTING INC CRD 165593 | — | Corporate platform Corporation | $574K | 1 advisors | Percentage of AUM | View | |
| LIGHTHOUSE CRD 330415 | — | Corporate platform Corporation | $556K | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| COMMODITIES & SECURITIES, INC. CRD 154526 | — | Corporate platform Corporation | $554K | 0 total employees | Percentage of AUM | View |