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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
STRATEGIC PLANNING CORPORATION

CRD 118775

Corporate platform

Corporation

2 advisorsPercentage of AUM · Hourly charges +2 moreView
STRATEGIC RETIREMENT PLAN CONSULTANTS, INC.

CRD 292970

Corporate platform

Corporation

2 advisorsFixed fees; CONSULTING FEE MAY BE A PERCENTAGE OF ACCOUNT VALUEView
STRAYLIGHT CAPITAL MANAGEMENT

CRD 163181

Ann Arbor, MI

Corporate platform

Corporation

Fees not disclosedView
STRIKE CAPITAL

CRD 318562

Miami Beach, FL

Corporate platform

Corporation

Fees not disclosedView
STRLEX

CRD 339210

Lake Nona, FL

Corporate platform

Corporation

Fees not disclosedView
SULLIVAN MERMEL, INC.

CRD 146266

Chicago, IL

Corporate platform

Corporation

2 advisorsFLAT FEEView
SUMMA EQUITY

CRD 286140

Stockholm, Stockholm

Corporate platform

Corporation

Fees not disclosedView
SUMMIT CONSULTANTS, INC.

CRD 121905

Fort Wayne, IN

Corporate platform

Corporation

5 advisorsFixed feesView
SUMMIT PRIVATE INVESTMENTS, INC.

CRD 105373

Summit, NJ

Corporate platform

Corporation

Fees not disclosedView
SUREFIRE CAPITAL

CRD 311861

Montreal, Quebec

Corporate platform

Corporation

Fees not disclosedView
SUSTAINABLE CAPITAL LIMITED

CRD 173793

Saint Pierre, Moka

Corporate platform

Corporation

Fees not disclosedView
SV TECH VENTURES, INC.

CRD 286312

Sunnyvale, CA

Corporate platform

Corporation

Fees not disclosedView
SV INVESTMENT MANAGER I LTD.

CRD 312011

Seoul

Corporate platform

Corporation

Fees not disclosedView
SWEN CAPITAL PARTNERS

CRD 333594

Paris

Corporate platform

Corporation

Fees not disclosedView
SYLEBRA CAPITAL LIMITED

CRD 160597

Wan Chai

Corporate platform

Corporation

Fees not disclosedView
SYLEBRA CAPITAL MANAGEMENT

CRD 319489

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
SYMBOL FUND MANAGEMENT LTD

CRD 319023

Corporate platform

Corporation

Fees not disclosedView
SYMMETRY INVESTMENTS (HONG KONG) LIMITED

CRD 171483

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
SYMMETRY INVESTMENTS CAYMAN LIMITED

CRD 329733

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
SYMMETRY INVESTMENTS JERSEY LIMITED

CRD 314983

St. Helier

Corporate platform

Corporation

Fees not disclosedView
SYMMETRY INVESTMENTS SINGAPORE PRIVATE LIMITED

CRD 299056

Singapore

Corporate platform

Corporation

Fees not disclosedView
SYNTAGMA CAPITAL MANAGEMENT SA

CRD 325437

Ixelles

Corporate platform

Corporation

Fees not disclosedView
SÃO PEDRO CAPITAL INVESTIMENTOS S.A.

CRD 296814

Sao Paulo

Corporate platform

Corporation

Fees not disclosedView
T & M FINANCIAL INC.

CRD 291786

Topeka, KS

Corporate platform

Corporation

3 advisorsHourly chargesView
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