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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 | |||||
|---|---|---|---|---|---|---|---|
| MOREAU INVESTMENT MANAGEMENT CO CRD 108574 | — | Corporate platform Corporation | $61.8M | 1 advisors | Percentage of AUM | View | |
| HERITAGE CAPITAL MANAGEMENT, INC. CRD 117498 | Monroe, LA | Corporate platform Corporation | $61.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| G.B. ALLEN ASSOCIATES, INC. CRD 112737 | Montvale, NJ | Corporate platform Corporation | $61.0M | 2 advisors | Percentage of AUM | View | |
| CAPITAL ASSET ADVISORY, INC. CRD 125685 | Jacksonville, FL | Corporate platform Corporation | $60.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUNTER CAPITAL MANAGEMENT INC. CRD 116323 | — | Corporate platform Corporation | $60.0M | 1 advisors | Percentage of AUM | View | |
| VAUGHN INVESTMENT ADVISORS INC CRD 111249 | Tustin, CA | Corporate platform Corporation | $60.0M | 2 advisors | Percentage of AUM; FEES ARE NEGOTIABLE ON RISK FREE ASSETS | View | |
| ASSET STRATEGIES, INC CRD 104512 | Lisle, IL | Corporate platform Corporation | $59.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AXION WEALTH ADVISORS CRD 325396 | San Diego, CA | Corporate platform Corporation | $59.3M | 3 advisors | Percentage of AUM | View | |
| ROSSI FINANCIAL ASSOCIATES, INC. CRD 118418 | Monroeville, PA | Corporate platform Corporation | $59.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALMER JONES & ASSOCIATES, INC. CRD 110418 | — | Corporate platform Corporation | $59.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WYSER-PRATTE MANAGEMENT CO., INC. CRD 106399 | Bedford Hills, NY | Corporate platform Corporation | $58.6M | 1 advisors | Percentage of AUM | View | |
| CLASSIC FINANCIAL & INVESTMENT SERVICES, INC. CRD 127666 | — | Corporate platform Corporation | $58.6M | 1 advisors | Percentage of AUM | View | |
| PARADIGM ASSET MANAGEMENT,INC. CRD 134587 | Marina Del Rey, CA | Corporate platform Corporation | $58.5M | 1 advisors | Percentage of AUM | View | |
| MUTUAL TRUST ASSET MGMT., INC. CRD 121364 | Tampa, FL | Corporate platform Corporation | $58.4M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SODIUM ADVISORS INC. CRD 300087 | Santa Clara, CA | Corporate platform Corporation | $57.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KROUSE STUREMAN & ASSOCIATES, INC. CRD 130679 | Fort Wayne, IN | Corporate platform Corporation | $56.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KELLNER CAPITAL MANAGEMENT, INC. CRD 121573 | Philadelphia, PA | Corporate platform Corporation | $56.3M | 1 advisors | Percentage of AUM | View | |
| OAK BROOK ASSET MANAGEMENT, CORPORATION CRD 113778 | — | Corporate platform Corporation | $56.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAMBRIDGE TRUSTEE ADVISORS INC CRD 106149 | — | Corporate platform Corporation | $55.7M | 2 advisors | Percentage of AUM | View | |
| RAS CAPITAL SERVICES, INC. CRD 149993 | — | Corporate platform Corporation | $55.0M | 1 advisors | Percentage of AUM | View | |
| ALPHA STRATEGIES CORPORATION CRD 153713 | — | Corporate platform Corporation | $54.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BUGDAL ZINSSER ASSET MANAGEMENT, INC. CRD 128915 | — | Corporate platform Corporation | $54.8M | 2 advisors | Percentage of AUM | View | |
| REPEX INVESTMENT MANAGEMENT CO., INC. CRD 123647 | Closter, NJ | Corporate platform Corporation | $54.6M | 2 advisors | Percentage of AUM | View | |
| FINANCIAL PLANNING PARTNERS CRD 131832 | Leawood, KS | Corporate platform Corporation | $54.4M | 1 advisors | Percentage of AUM; Hourly charges | View |