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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 | |||||
|---|---|---|---|---|---|---|---|
| AFL ADVISORY GROUP LLC CRD 168957 | Olean, NY | Corporate platform Corporation | $31.8M | 1 advisors | Percentage of AUM | View | |
| GILLIKIN ADVISORS LIMITED CRD 171397 | — | Corporate platform Corporation | $31.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MDW CAPITAL MANAGEMENT CORP. CRD 330758 | Los Angeles, CA | Corporate platform Corporation | $31.7M | 1 advisors | Percentage of AUM | View | |
| WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE CRD 114010 | — | Corporate platform Corporation | $31.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AMPLIO WEALTH MANAGEMENT, INC. CRD 309712 | Austin, TX | Corporate platform Corporation | $31.5M | 1 advisors | Percentage of AUM | View | |
| EVERGLADES RESOURCES, INC. CRD 142020 | — | Corporate platform Corporation | $31.4M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PARKE INVESTMENT MANAGEMENT, INC. CRD 117986 | — | Corporate platform Corporation | $31.4M | 1 advisors | Percentage of AUM | View | |
| UNION CAPITAL MANAGEMENT CORP CRD 109670 | — | Corporate platform Corporation | $31.2M | 1 advisors | Percentage of AUM; BEATING A BENCHMARK | View | |
| WHIPPOORWILL ASSOCIATES INC CRD 107497 | White Plains, NY | Corporate platform Corporation | $31.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SAHNI, INC. CRD 173759 | — | Corporate platform Corporation | $31.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HEINZ GLOBAL ASSET MANAGEMENT, INC. CRD 155610 | — | Corporate platform Corporation | $31.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PERSONAL FINANCIAL MANAGEMENT, INC. CRD 123874 | — | Corporate platform Corporation | $31.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAYVIEW INVESTMENT COUNSEL, INC CRD 116015 | Stevensville, MD | Corporate platform Corporation | $30.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARROWHEAD WEALTH MANAGEMENT CORP. CRD 171169 | Modesto, CA | Corporate platform Corporation | $30.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RICHARD N. SIROTT ACCOUNTANCY CORPORATION CRD 134360 | — | Corporate platform Corporation | $30.4M | 1 advisors | Percentage of AUM | View | |
| THI, INC. CRD 123216 | — | Corporate platform Corporation | $30.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CUMBERLAND VALLEY FINANCIAL SERVICES INC. CRD 123496 | — | Corporate platform Corporation | $30.3M | 1 advisors | Percentage of AUM; WE CHARGE A SETUP FEE, LATE FEE, AND A QUARTERLY SURCHARGE FEE F | View | |
| SCS ASSET MANAGEMENT, INC CRD 132450 | Lutz, FL | Corporate platform Corporation | $30.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| RIVER INVESTMENT CORP CRD 122637 | Princeton, NJ | Corporate platform Corporation | $30.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RISING CAPITAL INC. CRD 123233 | Mill Valley, CA | Corporate platform Corporation | $30.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OAKWOOD WEALTH ADVISORS LTD. CRD 164656 | — | Corporate platform Corporation | $30.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STRATFORD INVESTMENT ADVISORY GROUP, INC. CRD 111363 | Mt. Prospect, IL | Corporate platform Corporation | $29.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CPASSET MANAGEMENT, INC. CRD 129305 | — | Corporate platform Corporation | $29.8M | 1 advisors | Percentage of AUM | View | |
| ASCENDANT CAPITAL RESEARCH, LTD. CRD 284601 | — | Corporate platform Corporation | $29.8M | 1 advisors | Percentage of AUM; Hourly charges | View |