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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 | |||||
|---|---|---|---|---|---|---|---|
| SHIKHARA CAPITAL (HONG KONG) PRIVATE LIMITED (COMPANY) CRD 332188 | Hong Kong | Corporate platform Corporation | $164K | 4 advisors | Percentage of AUM; COST PLUS A FIXED PERCENTAGE | View | |
| TAHER FINANCIAL PLANNING CRD 288081 | Brooklyn, NY | Corporate platform Corporation | $162K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AURI CRD 336818 | — | Corporate platform Corporation | $160K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TACTICAL FINANCIAL PLANNING INC CRD 335276 | Malabar, FL | Corporate platform Corporation | $158K | 1 advisors | Fixed fees | View | |
| GARY FABIAN AND ASSOCIATES INCORPORATED CRD 123951 | — | Corporate platform Corporation | $153K | 0 total employees | Percentage of AUM | View | |
| PRUVISE CRD 304365 | Newport Beach, CA | Corporate platform Corporation | $150K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UP&UP CAPITAL, INC. CRD 315567 | Glendale, CA | Corporate platform Corporation | $137K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WING CRD 333826 | Newport Beach, CA | Corporate platform Corporation | $128K | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MIKE ADAMS FINANCIAL ADVISORS, INC. CRD 323923 | Mooresville, NC | Corporate platform Corporation | $125K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ALAMUT CAPITAL CRD 335611 | Toronto, TX | Corporate platform Corporation | $123K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CREDIT UNION INVESTMENT SERVICES CRD 144871 | Raleigh, NC | Corporate platform Corporation | $111K | 258 advisors | Percentage of AUM | View | |
| DAS WEALTH MANAGEMENT CRD 269974 | Orlando, FL | Corporate platform Corporation | $105K | 1 employees | Hourly charges | View | |
| PIONEER ADMINISTRATIVE SERVICES LTD CRD 289467 | Herzliya Pituach, Tel Aviv | Corporate platform Corporation | $105K | 1 advisors | Percentage of AUM | View | |
| WEALTH MORE ENTERPRISE, INC. CRD 324763 | Philadelphia, PA | Corporate platform Corporation | $100K | 6 advisors | Percentage of AUM; Fixed fees | View | |
| VAQUITA SUN, INC. CRD 333125 | Fort Lauderdale, FL | Corporate platform Corporation | $94K | 1 advisors | Percentage of AUM | View | |
| FINANCIAL CONNECTION, INC CRD 120191 | Boca Raton, FL | Corporate platform Corporation | $94K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH MANAGEMENT PLANNING CRD 292048 | — | Corporate platform Corporation | $88K | 1 advisors | Percentage of AUM | View | |
| BMCM FINANCE CRD 314711 | — | Corporate platform Corporation | $88K | 1 advisors | Percentage of AUM | View | |
| SOCIALTRADER CRD 326985 | San Diego, CA | Corporate platform Corporation | $73K | 4 employees | Percentage of AUM · Subscription fees +1 more | View | |
| UNIFIMONEY RIA, INC. CRD 309001 | CA | Corporate platform Corporation | $62K | 2 advisors | Percentage of AUM | View | |
| GOUDA WEALTH PLANNING CRD 332903 | — | Corporate platform Corporation | $55K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SENSIBLE WEALTH MANAGEMENT, INC. CRD 288885 | — | Corporate platform Corporation | $54K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BINVESTING CRD 335283 | Houston, TX | Corporate platform Corporation | $52K | 4 advisors | Percentage of AUM | View | |
| KEYCHAIN ASSET MANAGEMENT CRD 337629 | — | Corporate platform Corporation | $50K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |