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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 | |||||
|---|---|---|---|---|---|---|---|
| W.H. FINANCIAL SERVICES, INC. CRD 287703 | Stuart, FL | Corporate platform Corporation | — | 1 advisors | Fixed fees; SHARES IN 3RD PARTY ADVISORY FEES/PORTFOLIO ANALYSIS (MRI) FEE | View | |
| WADSWORTH & DAULAIRE FINANCIAL PLANNERS CRD 116464 | Hanover, NH | Corporate platform Corporation | — | 3 advisors | Hourly charges | View | |
| WALDO.AI, INC. CRD 336723 | New Haven, CT | Corporate platform Corporation | $0 | 2 advisors | Percentage of AUM | View | |
| WALLACE CRD 340165 | AL | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| WALSH FINANCIAL CONSULTING CRD 168305 | — | Corporate platform Corporation | — | 0 total employees | Fixed fees | View | |
| WARDIAN WEALTH MANAGEMENT, INC. CRD 292029 | Coeur D'Alene, ID | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| WATERFRONT INTERNATIONAL LTD. CRD 289101 | Toronto, Ontario | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WATERLAND PRIVATE EQUITY INVESTMENTS CRD 161877 | Bussum | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WATEROUS ENERGY FUND CRD 298574 | Calgary, Alberta | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WATERPOINT LANE MANAGECO, INC. CRD 327736 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WAYNE D. MINICH & COMPANY, INC. CRD 121236 | Richfield, OH | Corporate platform Corporation | — | 2 advisors | Hourly charges; Fixed fees | View | |
| WAYPOINTE LIMITED CRD 265790 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WAYSTONE MANAGEMENT COMPANY (IE) LIMITED CRD 173927 | Dubln 4 | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WAYSTONE MANAGEMENT COMPANY (LUX) S.A. CRD 281453 | Luxembourg | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WEALTH GROUP, INC. CRD 164615 | Delray Beach, FL | Corporate platform Corporation | — | 1 advisors | Hourly charges; SHARE IN FEES PAID TO OTHER MONEY MANAGERS | View | |
| WEALTH MANAGEMENT INSTITUTE, INC. CRD 122892 | Lansing, MI | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| WEALTH MANAGERS, INC. CRD 306710 | Pasadena, CA | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEALTH QUEST, LTD. CRD 122416 | Palmyra, PA | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| WEALTH WITH WISDOM ADVISORS, INC. CRD 171071 | Palm Beach Gardens, FL | Corporate platform Corporation | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| WEALTHMAP PLANNING CRD 339429 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| WEALTHRAMP, INC. CRD 290683 | — | Corporate platform Corporation | — | 2 advisors | REFERRAL FEES | View | |
| WEBSTER WEALTH ADVISORS, INC. CRD 119664 | Stamford, CT | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| WEINBERG CAPITAL GROUP, INC. CRD 163661 | Pepper Pike, OH | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WELKIN CAPITAL MANAGEMENT LIMITED CRD 286114 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View |