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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 | |||||
|---|---|---|---|---|---|---|---|
| HERMENS CAPITAL MANAGEMENT, INC CRD 116077 | — | Corporate platform Corporation | $54.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BAHR FINANCIAL PLANNING NETWORK, INC. CRD 154188 | Eagle, ID | Corporate platform Corporation | $54.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOGEL INVESTMENT ADVISORY GROUP, INC. CRD 143770 | — | Corporate platform Corporation | $53.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERNATIONAL DISCOUNT INVESTORS CRD 110167 | — | Corporate platform Corporation | $53.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THETFORD INVESTMENT MANAGEMENT, INC. CRD 113426 | — | Corporate platform Corporation | $53.8M | 1 advisors | Percentage of AUM | View | |
| IMPACT INVESTMENT STRATEGIES, INC CRD 316694 | — | Corporate platform Corporation | $53.6M | 1 advisors | Percentage of AUM | View | |
| BUCKLEY FINANCIAL GROUP CRD 316925 | Daytona Beach, FL | Corporate platform Corporation | $53.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE WOLTER GROUP, INC. CRD 296828 | Livonia, MI | Corporate platform Corporation | $53.4M | 2 advisors | Percentage of AUM | View | |
| LEGACY ADVISORY GROUP, INC CRD 328470 | Santa Ana, CA | Corporate platform Corporation | $53.2M | 2 advisors | Percentage of AUM | View | |
| PENN ADVISORY GROUP INC. CRD 315991 | Mount Vernon, IA | Corporate platform Corporation | $53.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKY VISION WEALTH MANAGEMENT CORP. CRD 317320 | Irvine, CA | Corporate platform Corporation | $52.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FSG FINANCIAL SERVICES, INC. CRD 291629 | Sun City, AZ | Corporate platform Corporation | $52.3M | 3 advisors | Percentage of AUM; REFERRAL FEES | View | |
| APEX WEALTH MANAGEMENT CRD 288456 | — | Corporate platform Corporation | $52.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PORTER KICKHAM CRD 301103 | Ellisville, MO | Corporate platform Corporation | $52.1M | 1 advisors | Percentage of AUM | View | |
| BULTMAN INVESTMENT MANAGEMENT, INC. CRD 106283 | Brookfield, WI | Corporate platform Corporation | $52.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DIGIORGIO CAPITAL MANAGEMENT, INC. CRD 123422 | White Oak, PA | Corporate platform Corporation | $52.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OBERWEIS ASSET MANAGEMENT (HONG KONG) LIMITED CRD 296901 | Central | Corporate platform Corporation | $51.8M | 2 advisors | COST OF SERVICES, PLUS 5% OF THE VALUE OF SUCH COSTS | View | |
| SAPPHIRE WEALTH CONSULTING, INC. CRD 284007 | Ponte Vedra Beach, FL | Corporate platform Corporation | $51.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SENTINEL ADVISORY CORP CRD 108720 | Fernandina Beach, FL | Corporate platform Corporation | $51.5M | 1 advisors | Percentage of AUM | View | |
| FIDUCIARY GLOBAL ADVISORS CRD 167967 | — | Corporate platform Corporation | $51.2M | 1 advisors | Percentage of AUM | View | |
| BALES FINANCIAL ADVISORS, INC CRD 309477 | Cumming, GA | Corporate platform Corporation | $51.1M | 2 advisors | Percentage of AUM | View | |
| TOEPEL INVESTMENT COUNSEL, INC. CRD 117174 | — | Corporate platform Corporation | $51.1M | 1 advisors | Percentage of AUM | View | |
| NETWORK 1 FINANCIAL ADVISORS INC. CRD 121239 | — | Corporate platform Corporation | $51.0M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC. CRD 159702 | San Jose, CA | Corporate platform Corporation | $50.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |