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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 | |||||
|---|---|---|---|---|---|---|---|
| CLEARVIEW FINANCIAL PLANNING, INC. CRD 291834 | Southold, NY | Corporate platform Corporation | $37.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.D. GAGNON, INC. CRD 130444 | — | Corporate platform Corporation | $37.7M | 1 advisors | Percentage of AUM | View | |
| GUNN & CO ASSET MANAGEMENT INC CRD 104750 | San Antonio, TX | Corporate platform Corporation | $37.7M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RIM ASSOCIATES, INC CRD 128201 | — | Corporate platform Corporation | $37.6M | 1 advisors | Percentage of AUM | View | |
| DOTY EQUITY ADVISORS, INC. CRD 113351 | — | Corporate platform Corporation | $37.3M | 1 advisors | Percentage of AUM | View | |
| INVESTMENT ADVISOR ASSOCIATES, INC. CRD 157219 | — | Corporate platform Corporation | $37.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HEBERT INVESTMENT ADVISORS, INC. CRD 141934 | — | Corporate platform Corporation | $37.0M | 1 advisors | Percentage of AUM | View | |
| JB FINANCIAL SERVICES, INC. CRD 139373 | — | Corporate platform Corporation | $36.9M | 1 advisors | Percentage of AUM | View | |
| MAJORITY ASSET MANAGEMENT, INC. CRD 110891 | MD | Corporate platform Corporation | $36.9M | 1 advisors | Percentage of AUM | View | |
| FALCONER GROUP CRD 124166 | Traverse City, MI | Corporate platform Corporation | $36.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NORTHSTAR WEALTH MANAGEMENT, INC. CRD 137062 | Columbia, MD | Corporate platform Corporation | $36.6M | 1 advisors | Percentage of AUM | View | |
| T.M. MURPHY INVESTMENT MANAGEMENT, INC. CRD 120132 | — | Corporate platform Corporation | $36.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GVR INVESTMENT MANAGEMENT, INC. CRD 106365 | Two Rivers, WI | Corporate platform Corporation | $36.1M | 2 advisors | Percentage of AUM | View | |
| SERCO INVESTMENTS INC. CRD 113879 | — | Corporate platform Corporation | $36.0M | 1 advisors | Percentage of AUM | View | |
| ALBERT A. CAPORASO & ASSOCIATES, INC. CRD 104837 | — | Corporate platform Corporation | $35.9M | 1 advisors | Percentage of AUM | View | |
| KCCS MANAGEMENT INC. CRD 284944 | — | Corporate platform Corporation | $35.7M | 1 advisors | Percentage of AUM | View | |
| MONTANARI FINANCIAL ADVISORS INC. CRD 133075 | — | Corporate platform Corporation | $35.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTORS MANAGEMENT SERVICES INC CRD 104724 | Harrison Township, MI | Corporate platform Corporation | $35.5M | 1 advisors | Percentage of AUM | View | |
| EAST PACIFIC INVESTMENT COMPANY, INC. CRD 322196 | — | Corporate platform Corporation | $35.5M | 1 advisors | Percentage of AUM | View | |
| HOLDER & COMPANY, INC. CRD 117077 | — | Corporate platform Corporation | $35.3M | 1 advisors | Percentage of AUM | View | |
| ARMSTRONG FINANCIAL, INC. CRD 175320 | — | Corporate platform Corporation | $35.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CONWAY ASSET MANAGEMENT, INC. CRD 291197 | Grosse Pointe Farms, MI | Corporate platform Corporation | $35.2M | 1 advisors | Percentage of AUM | View | |
| LAWRENCE J. CHAZEN, INC. CRD 119350 | Carmel, CA | Corporate platform Corporation | $35.0M | 1 advisors | Fixed fees | View | |
| KENNETH A. DERY & ASSOCIATES CRD 120184 | Willoughby, OH | Corporate platform Corporation | $35.0M | 1 advisors | Percentage of AUM | View |