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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 | |||||
|---|---|---|---|---|---|---|---|
| BROADSIDE WEALTH CRD 342220 | San Francisco, CA | Corporate platform Corporation | $0 | 1 advisors | Fixed fees; ASSETS UNDER ADVISEMENT, COST PLUS FEES, INSTITUTIONAL PRICING | View | |
| BROKERAGE SPECIALISTS CRD 291011 | Grand Island, NE | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROOKSTONE PARTNERS IAC, INC. CRD 299533 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| BRV ASTER HOLDINGS LIMITED CRD 173552 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| BSN CAPITAL PARTNERS LIMITED CRD 320862 | London | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| BTG PACTUAL (UK) LIMITED CRD 159871 | London | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| BTG PACTUAL ASSET MANAGEMENT S.A. DTVM CRD 159875 | Botafogo, Rio De Janeiro | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| BU BREGAL UNTERNEHMERKAPITAL AG CRD 336363 | Zug | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| BUCKHEAD RESOURCES, INC. CRD 305995 | Atlanta, GA | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUDDHAINVEST INC. CRD 313356 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| BULLGROUND CRD 339562 | Ciudad De MéXico, TX | Corporate platform Corporation | $0 | 3 advisors | Percentage of AUM | View | |
| BULLINGTON ADVISORS INC. CRD 323957 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM | View | |
| BUSINESS BLOCKS 101, INC. CRD 144398 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| BUSINESS TRANSITION ACADEMY, INC. CRD 338717 | — | Corporate platform Corporation | — | 1 advisors | SOLICIT FOR REGISTERED INVESTMENT ADVISORS | View | |
| BUXTON HELMSLEY USA, INC. CRD 335976 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| BWS FINANCIAL CRD 122074 | Woodland Hills, CA | Corporate platform Corporation | — | 2 advisors | Subscription fees; BONUS | View | |
| C2 INVESTMENT GROUP CRD 119473 | Mooresville, NC | Corporate platform Corporation | — | 3 advisors | Percentage of AUM | View | |
| CADMAN CAPITAL LTD CRD 161719 | Road Town, Tortola | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CALDWELL INVESTMENT MANAGEMENT LTD. CRD 338327 | Toronto, Ontario | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CALIFORNIA FINANCIAL PARTNERS, INC. CRD 328026 | Glendale, CA | Corporate platform Corporation | — | 9 advisors | Hourly charges; Fixed fees | View | |
| CALVIN S MAZLUMYAN, ATTORNEY CRD 331551 | Beverly Hills, CA | Corporate platform Corporation | — | 1 advisors | Hourly charges; FLAT FEE ARRANGEMENT | View | |
| CAMCO MANAGEMENT LIMITED CRD 339654 | London | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CAMP EIGHT MANAGEMENT, INC. CRD 311135 | Rye Brook, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CAMPBELL WILLIAMS, INC. CRD 142243 | Coral Gables, FL | Corporate platform Corporation | — | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |