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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 | |||||
|---|---|---|---|---|---|---|---|
| PASHADRE CAPITAL MANAGEMENT, INC CRD 129239 | S. Weymouth, MA | Corporate platform Corporation | $83.7M | 1 advisors | Percentage of AUM | View | |
| DESSONVILLE FINANCIAL GROUP INCORPORATED CRD 118132 | — | Corporate platform Corporation | $83.7M | 2 advisors | Percentage of AUM | View | |
| RETIREMENT PLANNING AND MANAGEMENT, INC. CRD 115483 | — | Corporate platform Corporation | $83.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HDS CAPITAL MANAGEMENT, INC CRD 107424 | — | Corporate platform Corporation | $83.5M | 1 advisors | Percentage of AUM | View | |
| HERITAGE ASSET MANAGERS, INC. CRD 134955 | — | Corporate platform Corporation | $83.4M | 3 advisors | Percentage of AUM; PERCENTAGE OF ASSETS FOR CONSULT ONLY ACCOUNTS | View | |
| ALL SEASONS INVESTMENT ADVISORS, INC CRD 144506 | — | Corporate platform Corporation | $82.7M | 0 total employees | Percentage of AUM | View | |
| MARCH CAPITAL CORP. CRD 24142 | Chicago, IL | Corporate platform Corporation | $82.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| SYNTHESIS ADVISORS, INC. CRD 109025 | Nashville, TN | Corporate platform Corporation | $82.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCIAL ECONOMICS CONSULTING GROUP, INC. CRD 117418 | Tuscaloosa, AL | Corporate platform Corporation | $82.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BIGGIN, INC. CRD 165202 | Melville, NY | Corporate platform Corporation | $82.2M | 1 advisors | Percentage of AUM | View | |
| SR FINANCIAL SERVICES, INC. CRD 121298 | — | Corporate platform Corporation | $82.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FINANXIAL INVESTMENT ADVISORS, CORP CRD 300350 | San Juan, PR | Corporate platform Corporation | $82.0M | 2 advisors | Percentage of AUM; FEE SCHEDULE | View | |
| LANGDON FINANCIAL MANAGEMENT, INC. CRD 123017 | Springfield, IL | Corporate platform Corporation | $82.0M | 0 total employees | Percentage of AUM · Hourly charges +1 more | View | |
| LONDINIUM ASSET MANAGEMENT LTD. CRD 141259 | 98000 Principality Of Monaco | Corporate platform Corporation | $82.0M | 1 advisors | Percentage of AUM | View | |
| TCS FINANCIAL SERVICES, INC. CRD 136148 | — | Corporate platform Corporation | $80.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SELECT ADVISORY GROUP INC CRD 150129 | San Juan, PR | Corporate platform Corporation | $80.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KAMKE INVESTMENT STRATEGIES INC. CRD 121713 | Charlottesville, VA | Corporate platform Corporation | $80.1M | 2 advisors | Percentage of AUM | View | |
| DBA FEE ONLY FINANCIAL PLANNING, INC. CRD 114618 | — | Corporate platform Corporation | $80.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALSTAD INVESTMENT COUNSEL, INC. CRD 107112 | Santa Barbara, CA | Corporate platform Corporation | $79.8M | 1 advisors | Percentage of AUM | View | |
| DIVIDEND GROWTH STRATEGIES, INC. CRD 149464 | — | Corporate platform Corporation | $79.5M | 1 advisors | Percentage of AUM | View | |
| WEALTH MANAGEMENT ASSOCIATES, INC. CRD 123949 | Lincolnshire, IL | Corporate platform Corporation | $78.8M | 1 advisors | Percentage of AUM | View | |
| SAVOY INVESTMENT MANAGEMENT, INC. CRD 117921 | — | Corporate platform Corporation | $78.7M | 1 advisors | Percentage of AUM | View | |
| AMAZZ INVESTMENT MANAGEMENT, INC. CRD 126545 | Williamsville, NY | Corporate platform Corporation | $78.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KEYSTONE WEALTH MANAGEMENT SERVICES INC CRD 262789 | Glen Mills, PA | Corporate platform Corporation | $77.7M | 1 advisors | Percentage of AUM; Performance-based fees | View |