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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 | |||||
|---|---|---|---|---|---|---|---|
| PROFESSIONAL INVESTMENT COUNSEL, INC CRD 105096 | El Paso, TX | Corporate platform Corporation | $43.0M | 2 advisors | Percentage of AUM | View | |
| HARRIS FINANCIAL SERVICES, INC. CRD 113275 | Oshkosh, WI | Corporate platform Corporation | $43.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TOMCHANEY INVESTMENT SERVICES, INC. CRD 139152 | Orland Park, IL | Corporate platform Corporation | $42.9M | 1 advisors | Percentage of AUM | View | |
| NISMAN INVESTMENT SERVICES INC. CRD 121837 | East Brunswick, NJ | Corporate platform Corporation | $42.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HART INVESTMENT MANAGEMENT INC. CRD 145306 | — | Corporate platform Corporation | $42.7M | 1 advisors | Percentage of AUM | View | |
| AB HHELIO ASSOCIATES, INC. CRD 119567 | — | Corporate platform Corporation | $42.6M | 1 advisors | Percentage of AUM | View | |
| ESD ADVISORY SERVICES INC CRD 104927 | South Orange, NJ | Corporate platform Corporation | $42.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JDS INVESTMENT MANAGEMENT CRD 172214 | — | Corporate platform Corporation | $41.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMS WEALTH MANAGEMENT, INC. CRD 284826 | Augusta, GA | Corporate platform Corporation | $41.9M | 1 advisors | Percentage of AUM | View | |
| QUAYLE ASSET MANAGEMENT, INC. CRD 113884 | — | Corporate platform Corporation | $41.8M | 1 advisors | Percentage of AUM | View | |
| KEYSTONE FINANCIAL CONSULTANTS, INC. CRD 126704 | — | Corporate platform Corporation | $41.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GROVE INVESTMENTS, INC. CRD 112636 | St.. Simons Island, GA | Corporate platform Corporation | $41.6M | 1 advisors | Percentage of AUM | View | |
| WGS MANAGEMENT SERVICES, INC CRD 270003 | Rochester, NY | Corporate platform Corporation | $41.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NORTHWEST ADVISORY INC CRD 108786 | Dayton, OH | Corporate platform Corporation | $41.6M | 1 advisors | Percentage of AUM | View | |
| GALLAGHER CAPITAL CORP. CRD 129285 | — | Corporate platform Corporation | $41.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NORMAN KRAMER INVESTMENTS, INC. CRD 117862 | Westport, CT | Corporate platform Corporation | $41.4M | 1 advisors | Percentage of AUM | View | |
| ASPIRE FINANCIAL, INC. CRD 159581 | Ebensburg, PA | Corporate platform Corporation | $41.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ASSOCIATED FINANCIAL PARTNERS, INC. CRD 174988 | — | Corporate platform Corporation | $40.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ENVISION CAPITAL MANAGEMENT LTD CRD 110266 | Scottsdale, AZ | Corporate platform Corporation | $40.8M | 2 advisors | Percentage of AUM | View | |
| WEALTH ACCUMULATION & PRESERVATION, INC. CRD 156408 | Streator, IL | Corporate platform Corporation | $40.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HARDER MANAGEMENT COMPANY, INC. CRD 105848 | — | Corporate platform Corporation | $40.5M | 1 advisors | Percentage of AUM | View | |
| BASICVALUE ASSET MANAGEMENT INC. CRD 112273 | New York, NY | Corporate platform Corporation | $40.5M | 1 advisors | Percentage of AUM | View | |
| STRATEGIC FINANCIAL INC. CRD 147215 | West Fargo, ND | Corporate platform Corporation | $40.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPITAL PARTNERS INVESTMENT GROUP CRD 294889 | — | Corporate platform Corporation | $40.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |