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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.

FeesReputationProfile
JK CAPITAL MANAGEMENT LTD.

CRD 163068

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
JM FINANCIAL LIMITED

CRD 293667

Mumbai, Maharastra

Corporate platform

Corporation

Fees not disclosedView
JMB FINANCIAL MANAGERS, INC.

CRD 136344

Santa Ana, CA

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
JMC WEALTH

CRD 140984

Chicago, IL

Corporate platform

Corporation

2 advisorsFixed feesView
JMD FINANCIAL PLANNING INC.

CRD 340513

Corporate platform

Corporation

$01 advisorsPercentage of AUM; Hourly chargesView
JOHN WESSLER & ASSOCIATES

CRD 140420

Waco, TX

Corporate platform

Corporation

1 employeesHourly charges; Fixed feesView
JON A NIXON CPA PC

CRD 127550

Corporate platform

Corporation

1 advisorsPERCENTAGE OF ASSETS UNDER BROKER MANAGEMENTView
JOSEPH GRACE HOLDINGS, INC.

CRD 103580

New York, NY

Corporate platform

Corporation

4 advisorsCommissions; REFERRAL FEEView
JUNGLE VENTURES PTE LTD

CRD 283090

Singapore

Corporate platform

Corporation

Fees not disclosedView
JUNKIN & COMPANY, INC.

CRD 168338

Corporate platform

Corporation

1 advisorsPercentage of AUM · Hourly charges +2 moreView
JUNO INVESTMENT PARTNERS

CRD 171870

Den Haag

Corporate platform

Corporation

Fees not disclosedView
JVP

CRD 162835

Jerusalem

Corporate platform

Corporation

Fees not disclosedView
K2 MANAGEMENT CO.

CRD 324175

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
K2 VENTURE MANAGEMENT LIMITED

CRD 324174

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
KADENSA CAPITAL LIMITED

CRD 285524

Central

Corporate platform

Corporation

Fees not disclosedView
KALAARI CAPITAL ADVISORS PVT LTD

CRD 162999

Bangalore

Corporate platform

Corporation

Fees not disclosedView
KATY SONG FINANCIAL PLANNING, INC.

CRD 158288

Corporate platform

Corporation

2 advisorsHourly charges; Fixed feesView
KAYAK CAPITAL MANAGEMENT INC.

CRD 306023

Calgary, Alberta

Corporate platform

Corporation

Fees not disclosedView
KBIT MANAGEMENT LTD.

CRD 317853

Corporate platform

Corporation

Fees not disclosedView
KEATS, CONNELLY & ASSOCIATES, INC

CRD 148884

Phoenix, AZ

Corporate platform

Corporation

1 advisorsHourly charges · Fixed fees +1 moreView
KEDMA CAPITAL S.H.E. LTD

CRD 284098

Tel Aviv

Corporate platform

Corporation

Fees not disclosedView
KEIDAN MANAGEMENT INC.

CRD 311075

New York, NY

Corporate platform

Corporation

Fees not disclosedView
KENNETH P. ALEVRAS, CPA.INC.

CRD 128982

Florham Park, NJ

Corporate platform

Corporation

0 total employeesCommissionsView
KENTOR FINANCIAL

CRD 114996

Austin, TX

Corporate platform

Corporation

2 advisorsPercentage of AUM · Hourly charges +3 moreView
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