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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 | |||||
|---|---|---|---|---|---|---|---|
| V DELIMA INVESTMENTS INC CRD 310379 | FL | Corporate platform Corporation | $102.0M | 1 advisors | Fixed fees; Performance-based fees | View | |
| CANACCORD GENUITY WEALTH MANAGEMENT CRD 7449 | Vancouver, Bc, AK | Corporate platform Corporation | $101.2M | 31 advisors | Percentage of AUM | View | |
| MICHAEL S. CARRIER & ASSOCIATES, INC. CRD 142403 | — | Corporate platform Corporation | $100.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MCDONALD CAPITAL MANAGEMENT, INC. CRD 121696 | — | Corporate platform Corporation | $99.5M | 1 advisors | Fixed fees | View | |
| JEFFREY JOSEPH MANAGEMENT CRD 329679 | — | Corporate platform Corporation | $98.7M | 1 advisors | Percentage of AUM | View | |
| BULLOCK CAPITAL ALLIANCE, INC. CRD 121485 | Colorado Springs, CO | Corporate platform Corporation | $98.1M | 1 advisors | Percentage of AUM | View | |
| UPRIGHT FINANCIAL CORP CRD 107303 | NJ | Corporate platform Corporation | $98.0M | 2 advisors | Percentage of AUM · Commissions +2 more | View | |
| STRATEGIC PORTFOLIO ADVISORS CRD 132825 | Las Vegas, NV | Corporate platform Corporation | $97.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| L.F. HOWARD ASSOCIATES INC CRD 109096 | Boston, MA | Corporate platform Corporation | $96.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SCOTT CONYERS CAPITAL MANAGEMENT, INC. CRD 136549 | OR | Corporate platform Corporation | $96.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| P38 ENTERPRISES, INC. CRD 135325 | — | Corporate platform Corporation | $96.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| J.W. ADVISORS INC. CRD 113883 | Phoenix, AZ | Corporate platform Corporation | $96.1M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL SERVICES OF NORTHEAST WISCONSIN, INC. CRD 105422 | — | Corporate platform Corporation | $96.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEONARD INVESTMENT ADVISORS INC. CRD 116712 | Oklahoma City, OK | Corporate platform Corporation | $95.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BASE MANAGEMENT CO CRD 104600 | Towson, MD | Corporate platform Corporation | $95.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTFOLIO MANAGEMENT & PLANNING, INC. CRD 117264 | — | Corporate platform Corporation | $95.0M | 2 advisors | Percentage of AUM | View | |
| ROGERS CONSULTING ASSOCIATES, INC. CRD 169931 | St.. Louis, MO | Corporate platform Corporation | $94.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CWM FINANCIAL GROUP, INC. CRD 117255 | Rockville, MD | Corporate platform Corporation | $94.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAGUNA FINANCIAL ADVISORY CRD 149757 | Laguna Hills, CA | Corporate platform Corporation | $93.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LYNN H. ORR CAPITAL MANAGEMENT GROUP, INC. CRD 112147 | — | Corporate platform Corporation | $93.2M | 1 advisors | Percentage of AUM | View | |
| B & B FINANCIAL PLANNING CO., INC. CRD 111628 | O'Fallon, MO | Corporate platform Corporation | $93.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CADE GROUP, INC. CRD 114970 | Carmel, IN | Corporate platform Corporation | $93.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CONRAD A. MAY, CPA, P.C. CRD 123225 | — | Corporate platform Corporation | $92.9M | 1 advisors | Fixed fees | View | |
| ALBERG FINANCIAL SERVICES, INC. CRD 115923 | — | Corporate platform Corporation | $92.6M | 1 advisors | Percentage of AUM | View |