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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 | |||||
|---|---|---|---|---|---|---|---|
| ADAMEC FINANCIAL GROUP, INC. CRD 112529 | — | Corporate platform Corporation | $29.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JACOBS & COMPANY CRD 109133 | Charleston, WV | Corporate platform Corporation | $29.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GOLDSTONE PORTFOLIOS INCORPORATED CRD 127162 | NY | Corporate platform Corporation | $29.1M | 1 advisors | Percentage of AUM | View | |
| REESER ADVISORY SERVICES INC. CRD 131159 | — | Corporate platform Corporation | $28.9M | 2 advisors | Percentage of AUM; FIXED RETAINER | View | |
| JOHN N. CARMODY D.D.S. CFP, INC. CRD 117200 | — | Corporate platform Corporation | $28.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HORIZON CAPITAL MANAGEMENT, INC. CRD 115815 | — | Corporate platform Corporation | $28.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALCO ADVISORS, INC. CRD 129513 | — | Corporate platform Corporation | $28.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILLER, FLEMING & ASSOCIATES CRD 104923 | Sonoma, CA | Corporate platform Corporation | $28.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WILLIAM ROANE SKEETERS, INC. CRD 113813 | Dallas, TX | Corporate platform Corporation | $28.7M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| SENTRY CONSULTING, INC. CRD 117190 | — | Corporate platform Corporation | $28.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRESERVATION FINANCIAL MANAGEMENT CRD 307066 | — | Corporate platform Corporation | $28.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING FUTURES CRD 122436 | San Francisco, CA | Corporate platform Corporation | $28.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE ROSE INVESTMENT MANAGEMENT CRD 121999 | — | Corporate platform Corporation | $28.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ZONKA & ASSOCIATES, INC. CRD 282914 | — | Corporate platform Corporation | $28.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEITH MCBRIDE FINANCIAL SERVICES INC. CRD 307499 | — | Corporate platform Corporation | $28.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LIS INC CRD 289168 | — | Corporate platform Corporation | $28.1M | 1 advisors | Percentage of AUM | View | |
| JACKSON ASSET MANAGEMENT, INC CRD 112052 | — | Corporate platform Corporation | $28.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BAKALIS FINANCIAL INC. CRD 320860 | — | Corporate platform Corporation | $28.0M | 1 advisors | Percentage of AUM | View | |
| HARBOR INVESTMENT ADVISORS CRD 118480 | — | Corporate platform Corporation | $28.0M | 1 advisors | Percentage of AUM | View | |
| ECKEL FINANCIAL ADVISORS CRD 334463 | Fair Oaks, CA | Corporate platform Corporation | $27.8M | 2 advisors | Percentage of AUM | View | |
| SOLOMON INVESTMENT CONSULTING, INC. CRD 281606 | Los Angeles, CA | Corporate platform Corporation | $27.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CARL M. HENNIG, INC. CRD 140 | Oshkosh, WI | Corporate platform Corporation | $27.6M | 1 advisors | Percentage of AUM | View | |
| MARELLO INVESTMENT ADVISORS, INC. CRD 112946 | Valley Village, CA | Corporate platform Corporation | $27.6M | 1 advisors | Percentage of AUM | View | |
| WMW MANAGEMENT, INC. CRD 116452 | Farmington, UT | Corporate platform Corporation | $27.5M | 1 advisors | Percentage of AUM | View |