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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 | |||||
|---|---|---|---|---|---|---|---|
| CONSOLIDATED WEALTH MANAGEMENT CRD 141330 | Clayton, MO | Corporate platform Corporation | $77.5M | 2 advisors | Fixed fees | View | |
| OLIMPIO NEU & ASSOCIATES, INC. CRD 114752 | Frisco, TX | Corporate platform Corporation | $76.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. CRD 282906 | Cleveland, OH | Corporate platform Corporation | $76.6M | 0 total employees | Percentage of AUM · Hourly charges +1 more | View | |
| AS TRIGON ASSET MANAGEMENT CRD 286092 | Tallinn | Corporate platform Corporation | $75.9M | 6 advisors | Percentage of AUM | View | |
| REGENT WEALTH MANAGEMENT, INC. CRD 150197 | Tulsa, OK | Corporate platform Corporation | $75.7M | 2 advisors | Percentage of AUM | View | |
| INTEGRATED FINANCIAL STRATEGIES, INC. CRD 133948 | San Mateo, CA | Corporate platform Corporation | $75.0M | 1 advisors | Percentage of AUM | View | |
| PIERMANI CHARLES J ASSOCIATES CRD 105942 | Norristown, PA | Corporate platform Corporation | $74.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JANSSON FINANCIAL SVCS CRD 127786 | Warner Robins, GA | Corporate platform Corporation | $74.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CURTIN FINANCIAL MANAGEMENT, INC. CRD 125545 | — | Corporate platform Corporation | $73.9M | 1 advisors | Percentage of AUM | View | |
| FARRELL FINANCIAL, INC. CRD 134388 | Thousand Oaks, CA | Corporate platform Corporation | $73.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAKVALE INVESTMENTS INC. CRD 113450 | — | Corporate platform Corporation | $72.9M | 1 advisors | Percentage of AUM | View | |
| ASHE BENEFITS 401(K) ADVISORY SERVICES, LTD. CRD 289513 | Naperville, IL | Corporate platform Corporation | $72.1M | 1 advisors | Percentage of AUM | View | |
| CHIEF ADVISORS CORP CRD 125261 | Salina, KS | Corporate platform Corporation | $70.9M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| WESTERLY INVESTMENTS, INC. CRD 118383 | Newport Beach, CA | Corporate platform Corporation | $70.6M | 1 advisors | Percentage of AUM | View | |
| CHARLES MANNING & ASSOCIATES, INC. CRD 114359 | Bala Cynwyd, PA | Corporate platform Corporation | $70.3M | 1 advisors | Percentage of AUM | View | |
| BACON & COMPANY CRD 114022 | — | Corporate platform Corporation | $70.1M | 1 advisors | Percentage of AUM | View | |
| BELL STRATEGIC INVESTMENTS, INC. CRD 139954 | — | Corporate platform Corporation | $70.0M | 1 advisors | Percentage of AUM | View | |
| IBN ADVISORY SERVICES, INC. CRD 293288 | Liverpool, NY | Corporate platform Corporation | $69.8M | 8 advisors | Percentage of AUM; Hourly charges | View | |
| FRA SERVICES INC. CRD 292588 | San Juan, PR | Corporate platform Corporation | $69.0M | 1 advisors | Percentage of AUM · Subscription fees +2 more | View | |
| COX FINANCIAL GROUP, LTD. CRD 123955 | Schaumburg, IL | Corporate platform Corporation | $68.5M | 0 total employees | Percentage of AUM | View | |
| PENNFIELD CAPITAL CORP CRD 111464 | South Bend, IN | Corporate platform Corporation | $68.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| THE FINANCIAL ADVISORS CRD 135634 | Tustin, CA | Corporate platform Corporation | $68.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PACIFIC WEALTH CARE INC. CRD 130856 | — | Corporate platform Corporation | $68.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| R. H. HANSFORD & COMPANY, INC. CRD 113060 | — | Corporate platform Corporation | $67.7M | 1 advisors | Percentage of AUM; Performance-based fees | View |