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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 | |||||
|---|---|---|---|---|---|---|---|
| ZALES INVESTMENT MANAGEMENT, INC CRD 112540 | — | Corporate platform Corporation | $22.0M | 1 advisors | Percentage of AUM | View | |
| FORESIGHT INVESTMENTS MANAGEMENT, INC. CRD 116327 | — | Corporate platform Corporation | $21.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| UPSTATE ADVISORS GROUP CRD 135107 | North Syracuse, NY | Corporate platform Corporation | $21.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KEVIN HEBSON & COMPANY CRD 284899 | Winnetka, IL | Corporate platform Corporation | $21.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| K.J. HARRISON & PARTNERS (USA) INC. CRD 282353 | Toronto, On, TX | Corporate platform Corporation | $21.7M | 4 advisors | Percentage of AUM | View | |
| A & C INVESTMENT, INC. CRD 116708 | — | Corporate platform Corporation | $21.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ASESORIA FINANCIERA INDEPENDIENTE, INC. CRD 152439 | — | Corporate platform Corporation | $21.6M | 1 advisors | Percentage of AUM | View | |
| TRUFTON INVESTMENT MANAGEMENT, INC. CRD 113174 | Bronxville, NY | Corporate platform Corporation | $21.5M | 1 advisors | Percentage of AUM | View | |
| WLH MANAGEMENT CO., INC. CRD 146941 | Collierville, TN | Corporate platform Corporation | $21.5M | 1 advisors | Percentage of AUM | View | |
| HOLDEN WEALTH MANAGEMENT LLC CRD 161190 | — | Corporate platform Corporation | $21.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAHAM & CO. ADVISORY, INC. CRD 123539 | Orange, CA | Corporate platform Corporation | $21.4M | 1 advisors | Percentage of AUM | View | |
| GATEWAY FINANCIAL GROUP, INC. CRD 115619 | Henrico, VA | Corporate platform Corporation | $21.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THOMAS PAINE INVESTMENT ADVISORS CRD 122498 | — | Corporate platform Corporation | $21.2M | 1 advisors | Percentage of AUM | View | |
| BAUER FINANCIAL SERVICES, INC. CRD 120819 | — | Corporate platform Corporation | $21.2M | 1 advisors | Percentage of AUM | View | |
| QUEST INVESTMENT PORTFOLIO MANAGEMENT, LIMITED CRD 114540 | — | Corporate platform Corporation | $21.2M | 1 advisors | Percentage of AUM | View | |
| MCNARON GROUP, INC. CRD 122580 | Anniston, AL | Corporate platform Corporation | $20.7M | 2 advisors | Percentage of AUM | View | |
| AMIN KHAKIANI CRD 133940 | — | Corporate platform Corporation | $20.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OLYMPIA WEALTH MANAGEMENT CRD 300261 | Lafayette, CA | Corporate platform Corporation | $20.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COMPASS TECHNOLOGY GROUP, INC. CRD 157388 | Menlo Park, CA | Corporate platform Corporation | $20.3M | 2 advisors | BASED ON EXPENSE REQUIREMENTS | View | |
| HUFFMAN FINANCIAL SERVICES INC CRD 126474 | — | Corporate platform Corporation | $20.1M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL PLANNING SERVICES, INC. CRD 311146 | Fort Lauderdale, FL | Corporate platform Corporation | $20.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC CAPITAL PLANNING, INC. CRD 140438 | — | Corporate platform Corporation | $20.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GQO INVESTMENT ADVISORS, INC. CRD 118002 | — | Corporate platform Corporation | $19.9M | 1 advisors | Percentage of AUM | View | |
| THREE LAKES ADVISORS, INC. CRD 110103 | — | Corporate platform Corporation | $19.9M | 1 advisors | Percentage of AUM | View |