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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 | |||||
|---|---|---|---|---|---|---|---|
| PATAP FINANCIAL SERVICES CRD 111965 | — | Corporate platform Corporation | $50.7M | 0 total employees | Percentage of AUM | View | |
| PASCO INVESTMENT ADVISORS INC CRD 106133 | Westfield, NJ | Corporate platform Corporation | $50.4M | 1 advisors | Percentage of AUM | View | |
| FINCO INVESTMENT SERVICES, INC. CRD 163491 | — | Corporate platform Corporation | $50.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BELTRAMO FINANCIAL SERVICES, INC. CRD 154791 | Irvine, CA | Corporate platform Corporation | $50.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CROWN FINANCIAL GROUP, INC. CRD 123467 | Arlington Heights, IL | Corporate platform Corporation | $50.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY WEALTH ADVISORS, INC. CRD 114868 | Waxahachie, TX | Corporate platform Corporation | $49.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP. CRD 129389 | — | Corporate platform Corporation | $49.7M | 2 advisors | Percentage of AUM | View | |
| MORGAN INVESTMENTS INC CRD 105977 | Greenville, SC | Corporate platform Corporation | $49.6M | 1 advisors | Percentage of AUM | View | |
| WRIGHT ASSET MANAGEMENT INC CRD 105599 | Manasquan, NJ | Corporate platform Corporation | $49.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| O'BRIEN AND ASSOCIATES, INC. CRD 115159 | — | Corporate platform Corporation | $49.4M | 1 advisors | Percentage of AUM | View | |
| ALLEGIANCE WEALTH MANAGEMENT, INC. CRD 121392 | — | Corporate platform Corporation | $49.2M | 1 advisors | Percentage of AUM | View | |
| TREE CITY INVESTMENTS, INC. CRD 141279 | Lake Forest, IL | Corporate platform Corporation | $49.1M | 2 advisors | Percentage of AUM | View | |
| BIBLER FINANCIAL GROUP CRD 117520 | — | Corporate platform Corporation | $49.0M | 1 advisors | Percentage of AUM | View | |
| LATIN SECURITIES INC CRD 164117 | Miami, FL | Corporate platform Corporation | $48.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| AUGUST WEALTH GROUP, INC. CRD 149542 | — | Corporate platform Corporation | $48.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GARDINER INVESTMENT GROUP, INC. CRD 112512 | — | Corporate platform Corporation | $48.6M | 1 advisors | Percentage of AUM | View | |
| SWARTHMORE ASSET MANAGEMENT LTD CRD 108507 | New York, NY | Corporate platform Corporation | $48.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HAMILTON ADVISORS INC CRD 105342 | — | Corporate platform Corporation | $48.5M | 2 advisors | Percentage of AUM | View | |
| ITAU INTERNATIONAL SECURITIES INC. CRD 144769 | Miami, FL | Corporate platform Corporation | $48.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GILLESPIE WEALTH MANAGEMENT INC CRD 167792 | — | Corporate platform Corporation | $48.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUBEAU CAPITAL USA INC. CRD 119222 | Quebec City, Quebec | Corporate platform Corporation | $47.9M | 4 advisors | Percentage of AUM | View | |
| RJR FINANCIAL SERVICES CRD 133700 | Newport Beach, CA | Corporate platform Corporation | $47.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZIMENT FINANCIAL ADVISORS, INC. CRD 123850 | — | Corporate platform Corporation | $47.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CHU FINANCIAL MANAGEMENT CORPORATION CRD 133207 | — | Corporate platform Corporation | $47.6M | 1 advisors | Percentage of AUM | View |