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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 | |||||
|---|---|---|---|---|---|---|---|
| WESTLAKE CAPITAL INC CRD 105473 | Westlake Village, CA | Corporate platform Corporation | $47.4M | 1 advisors | Percentage of AUM | View | |
| CADOGAN PARK CRD 291546 | Vancouver, B.c., TX | Corporate platform Corporation | $47.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LAWRENCE CAPITAL MANAGEMENT, INC. CRD 106123 | — | Corporate platform Corporation | $47.3M | 1 advisors | Percentage of AUM | View | |
| SHUYI KONG WEALTH MANAGEMENT, INC. CRD 168953 | Millbrae, CA | Corporate platform Corporation | $47.3M | 1 advisors | Percentage of AUM | View | |
| PALADIN INVESTMENT ADVISORS CRD 315305 | Cabot, AR | Corporate platform Corporation | $47.2M | 2 advisors | Percentage of AUM | View | |
| AYDT INVESTMENT MANAGEMENT, INC. CRD 116965 | Evansville, IN | Corporate platform Corporation | $46.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLSON WEALTH MANAGEMENT, INC. CRD 169452 | — | Corporate platform Corporation | $46.5M | 1 advisors | Percentage of AUM | View | |
| SPENCER SMITH ASSET MANAGEMENT, INC. CRD 312678 | — | Corporate platform Corporation | $46.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KAKIS FINANCIAL SERVICES INC. CRD 142741 | Des Plaines, IL | Corporate platform Corporation | $46.0M | 1 advisors | Percentage of AUM | View | |
| MERRIMACK VALLEY FINANCIAL ADVISORS, INC. CRD 124048 | Chelmsford, MA | Corporate platform Corporation | $45.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INVESTMENTS BY DESIGN, INC CRD 163070 | Galena, IL | Corporate platform Corporation | $45.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAXWELL AND MORSE CAPITAL MANAGEMENT, INC. CRD 118334 | Tulsa, OK | Corporate platform Corporation | $45.4M | 2 advisors | Percentage of AUM | View | |
| CG MATON ADVISORY, INC. CRD 127277 | Alpharetta, GA | Corporate platform Corporation | $45.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MUELLER ASSET MANAGEMENT CRD 334823 | Southfield, MI | Corporate platform Corporation | $45.0M | 1 advisors | Percentage of AUM | View | |
| TDT FINANCIAL INC CRD 310877 | — | Corporate platform Corporation | $45.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ABBOTT CAPITAL MANAGEMENT CORP. CRD 134334 | — | Corporate platform Corporation | $45.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JKM WEALTH MANAGEMENT INC CRD 297564 | Boca Raton, FL | Corporate platform Corporation | $44.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JACKSON MONEY MANAGEMENT, INCORPORATED CRD 114558 | — | Corporate platform Corporation | $44.5M | 2 advisors | Percentage of AUM | View | |
| DIVERSIFIED PLANNING CONCEPTS, INC. CRD 112229 | — | Corporate platform Corporation | $44.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONUMENT INVESTMENTS INC. CRD 110494 | Albany, TX | Corporate platform Corporation | $44.0M | 1 advisors | Percentage of AUM | View | |
| CYPRESS POINT FINANCIAL ADVISORS CRD 169376 | — | Corporate platform Corporation | $43.7M | 1 advisors | Percentage of AUM | View | |
| TACOMA INVESTMENT GROUP CRD 116741 | — | Corporate platform Corporation | $43.5M | 1 advisors | Percentage of AUM | View | |
| WHITE, DUNKIRK $ PRICE INVESTMENT ADVISORY INC. CRD 138152 | — | Corporate platform Corporation | $43.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NICKEL INVESTMENT ADVISORS, INC. CRD 139058 | — | Corporate platform Corporation | $43.1M | 1 advisors | Percentage of AUM | View |