Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| THE ASTORINO FINANCIAL GROUP, INC. CRD 120217 | Fairfield, NJ | Corporate platform Corporation | — | 2 advisors | Hourly charges; Fixed fees | View | |
| THE BETTER 401(K) SOURCE CRD 285809 | Plano, TX | Corporate platform Corporation | — | 2 advisors | Percentage of AUM | View | |
| THE CAPITAL PRESERVE, INC. CRD 130170 | Tarrytown, NY | Corporate platform Corporation | — | 2 advisors | Hourly charges; Fixed fees | View | |
| THE CID GROUP LTD. CRD 163717 | Taipei | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| THE DAYTON COMPANY INC CRD 297471 | Gig Harbor, WA | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| THE DEBART GROUP INC. CRD 118660 | New York, NY | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE DR TEAM CRD 332151 | — | Corporate platform Corporation | — | 1 advisors | Fixed fees | View | |
| THE DRISCOLL GROUP, INC. CRD 141102 | Jacksonville, FL | Corporate platform Corporation | — | 4 advisors | Hourly charges; Fixed fees | View | |
| THE ESTATE PLANNING TEAM, INC. CRD 170414 | Middleburg Heights, OH | Corporate platform Corporation | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| THE FAMILY OFFICES GLOBAL VENTURES INC. CRD 333989 | Miami, FL | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THE FINANCIAL ADVISORY GROUP CRD 127386 | York, PA | Corporate platform Corporation | — | 4 advisors | Hourly charges; Fixed fees | View | |
| THE FINANCIAL PHARMACIST, INC. CRD 141554 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| THE FINANCIAL TEAM, INC. CRD 141355 | Carlsbad, CA | Corporate platform Corporation | — | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| THE FLORIO WEALTH MANAGEMENT GROUP CRD 288027 | Westbury, NY | Corporate platform Corporation | — | 2 advisors | Hourly charges · Fixed fees +1 more | View | |
| THE HENDRICKSON ADVISORY GROUP, INC. CRD 121514 | Columbus, OH | Corporate platform Corporation | — | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE JUST COMPANY CRD 119088 | Indianapolis, IN | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PANOPOULOS GROUP CRD 287552 | Inverness, IL | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Hourly charges | View | |
| THE PLANNERS PROFESSIONAL SERVICES, INC. CRD 108195 | West Des Moines, IA | Corporate platform Corporation | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| THE SOCIAL EQUITY GROUP, INC. CRD 123747 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| THE SYNDICATE GROUP, INC. CRD 298881 | Palos Verdes Estates, CA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| THE UMBRELLA CORPORATION CRD 340959 | Beverly Hills, CA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| THE WEAVER AI CAPITAL ADVISORS LTD CRD 340771 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| THE WINTHROP CORPORATION CRD 105273 | Shelton, CT | Corporate platform Corporation | — | 8 advisors | REIMBURSEMENT FOR RESEARCH EXPENSES | View | |
| THE WINVEST INVESTMENT FUND MANAGEMENT CORP. CRD 323863 | — | Corporate platform Corporation | — | — | Fees not disclosed | View |