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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 | |||||
|---|---|---|---|---|---|---|---|
| WEALTHNEST CAPITAL INC. CRD 281725 | Staten Island, NY | Corporate platform Corporation | $34.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LAKESIDE FINANCIAL INC. CRD 213517 | — | Corporate platform Corporation | $34.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEALTH MANAGEMENT GROUP AG CRD 335036 | Zurich, FL | Corporate platform Corporation | $34.7M | 2 advisors | Percentage of AUM | View | |
| DAVIS INVESTMENT GROUP, LTD. CRD 124688 | — | Corporate platform Corporation | $34.6M | 1 advisors | Percentage of AUM | View | |
| THE PLANNERS INC. CRD 326556 | Fort Collins, CO | Corporate platform Corporation | $34.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GAVLTD INTERNATIONAL CORPORATION CRD 314687 | El Paso, TX | Corporate platform Corporation | $34.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GBL ASSET MANAGEMENT, INC. CRD 121377 | — | Corporate platform Corporation | $34.3M | 1 advisors | Percentage of AUM | View | |
| CAPSTONE WEALTH MANAGEMENT, INC CRD 172040 | Santa Ana, CA | Corporate platform Corporation | $34.1M | 1 advisors | Percentage of AUM | View | |
| SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES CRD 332016 | Rolling Hills Estates, CA | Corporate platform Corporation | $34.0M | 3 advisors | Percentage of AUM | View | |
| SAMUELS FINANCIAL SERVICES, INC. CRD 120777 | Youngstown, OH | Corporate platform Corporation | $33.8M | 1 advisors | Percentage of AUM; Commissions | View | |
| GOODMAN ASSET MANAGEMENT, INC. CRD 128643 | — | Corporate platform Corporation | $33.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOWLER FINANCIAL MANAGEMENT CRD 124945 | — | Corporate platform Corporation | $33.3M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| MTR ADVISORY SERVICES, INC. CRD 121140 | Austin, TX | Corporate platform Corporation | $33.2M | 1 advisors | Percentage of AUM | View | |
| MARSHA LEE & COMPANY,INC. CRD 134286 | Palm Desert, CA | Corporate platform Corporation | $33.2M | 1 advisors | Commissions | View | |
| MERIT ADVISORS, INC. CRD 113999 | Oklahoma City, OK | Corporate platform Corporation | $33.2M | 3 advisors | Percentage of AUM; SIGNAL SERVICE PROVIDED TO THIRD PARTY ADVISORS AND INSTITUTIONS | View | |
| JOHANNSEN & ASSOCIATES, INC. CRD 137013 | Santa Barbara, CA | Corporate platform Corporation | $33.0M | 1 advisors | Percentage of AUM | View | |
| FSP ADVISORS, INC. CRD 158482 | Rochester, NY | Corporate platform Corporation | $32.6M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| FRANCIS CAPITAL MANAGEMENT, INC. CRD 134402 | — | Corporate platform Corporation | $32.6M | 1 advisors | Percentage of AUM | View | |
| BULL MARKET INVESTMENT MANAGEMENT, INC. CRD 288871 | Miami, FL | Corporate platform Corporation | $32.3M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MEGSTAR FINANCIAL MANAGEMENT INC. CRD 125514 | — | Corporate platform Corporation | $32.3M | 1 advisors | Percentage of AUM | View | |
| LAL LTD. CRD 117748 | — | Corporate platform Corporation | $32.1M | 1 advisors | Percentage of AUM | View | |
| TERRION ADVISORS, INC. CRD 145254 | Sandy, UT | Corporate platform Corporation | $32.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HABERKORN FINANCIAL SERVICES, INC. CRD 113115 | Louisville, CO | Corporate platform Corporation | $32.0M | 1 advisors | Percentage of AUM | View | |
| JAMES A. COLLEY, INC. CRD 141794 | Lake Placid, FL | Corporate platform Corporation | $31.9M | 1 advisors | Percentage of AUM; Hourly charges | View |