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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 | |||||
|---|---|---|---|---|---|---|---|
| TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC CRD 125690 | — | Corporate platform Corporation | $67.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GRANVILLE WEALTH MANAGEMENT, INC. CRD 300751 | — | Corporate platform Corporation | $67.3M | 1 advisors | Percentage of AUM | View | |
| VAN LIEW CAPITAL INC CRD 105502 | Providence, RI | Corporate platform Corporation | $67.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BULLDOG ASSET MANAGEMENT, INC. CRD 133036 | — | Corporate platform Corporation | $67.0M | 1 advisors | Percentage of AUM | View | |
| SYGNUS CAPITAL SL LIMITED CRD 333426 | Castries | Corporate platform Corporation | $67.0M | 2 advisors | Percentage of AUM | View | |
| MOUNTAIN CAPITAL MANAGEMENT INC CRD 106166 | — | Corporate platform Corporation | $66.8M | 1 advisors | Percentage of AUM | View | |
| GREGORY M DOHERTY, CPA CRD 129532 | Dedham, MA | Corporate platform Corporation | $66.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| THOMAS SEAMAN COMPANY CRD 135245 | Laguna Beach, CA | Corporate platform Corporation | $66.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| K&H WEALTH PARTNERS CRD 329828 | Northbrook, IL | Corporate platform Corporation | $66.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERSIDE INVESTMENT MANAGEMENT, INC. CRD 126488 | — | Corporate platform Corporation | $66.4M | 1 advisors | Percentage of AUM | View | |
| TONER ASSET MANAGEMENT GROUP, INC. CRD 120640 | Virginia Beach, VA | Corporate platform Corporation | $66.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| C & C FINANCIAL SERVICES, INC. CRD 106752 | Great Neck, NY | Corporate platform Corporation | $66.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORRIS WEALTH MANAGEMENT CRD 338474 | Anderson, CA | Corporate platform Corporation | $66.2M | 2 advisors | Percentage of AUM | View | |
| NEW HORIZON ASSET MANAGEMENT CRD 139218 | Hot Springs, AR | Corporate platform Corporation | $65.0M | 1 advisors | Percentage of AUM | View | |
| OKEEFE & ASSOCIATES, P.C. CRD 123905 | Orland Park, IL | Corporate platform Corporation | $64.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| STRATUS ADVISORY GROUP, INC. CRD 167448 | Highland, MI | Corporate platform Corporation | $64.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MCA CROSS BORDER CAPITAL INC. CRD 327516 | MontréAl, CA | Corporate platform Corporation | $64.6M | 1 advisors | Percentage of AUM | View | |
| MILLER CAPITAL MANAGEMENT, INC. CRD 115475 | Bethesda, MD | Corporate platform Corporation | $64.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MH INVESTMENT MANAGEMENT INC CRD 108961 | — | Corporate platform Corporation | $63.4M | 3 advisors | Percentage of AUM | View | |
| LIFETIME FINANCIAL, INC. CRD 161124 | Newport Beach, CA | Corporate platform Corporation | $63.3M | 9 advisors | Percentage of AUM; ACTS AS A SOLICITOR | View | |
| CYPRESS CAPITAL GROUP CRD 121923 | Palm Beach, FL | Corporate platform Corporation | $63.2M | 2 advisors | Percentage of AUM | View | |
| ATLANTES FINANCIAL ADVISORS CRD 138210 | Fairhope, AL | Corporate platform Corporation | $62.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KADEMIAN FINANCIAL GROUP INC CRD 109459 | Milwaukee, WI | Corporate platform Corporation | $62.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HYAMS INVESTMENTS, INC. CRD 121932 | — | Corporate platform Corporation | $62.0M | 1 advisors | Percentage of AUM; Performance-based fees | View |