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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 | |||||
|---|---|---|---|---|---|---|---|
| COX & COMPANY INVESTMENT ADVISORS, INC. CRD 162306 | — | Corporate platform Corporation | $19.8M | 1 advisors | Percentage of AUM | View | |
| AUSTIN FINANCIAL STRATEGIES, INC. CRD 160828 | Indianapolis, IN | Corporate platform Corporation | $19.7M | 1 advisors | Percentage of AUM | View | |
| HALDORSON & PINCOMBE INVESTMENT ADVISORS INC. CRD 115023 | Duluth, MN | Corporate platform Corporation | $19.5M | 1 advisors | Percentage of AUM | View | |
| BENCHMARK CAPITAL MANAGEMENT CORPORATION CRD 117460 | Portsmouth, NH | Corporate platform Corporation | $19.5M | 1 advisors | Percentage of AUM | View | |
| DIVERSIFIED CAPITAL CORP. CRD 10536 | — | Corporate platform Corporation | $19.5M | 1 advisors | Percentage of AUM; HAS RIGHT TO HOURLY FEES OR RETAINERS IF IN WRITING. | View | |
| STS WEALTH MANAGEMENT, INC. CRD 164497 | — | Corporate platform Corporation | $19.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL STRATEGIES, INC CRD 115828 | — | Corporate platform Corporation | $19.4M | 1 advisors | Percentage of AUM | View | |
| PERSONAL WEALTH MANAGEMENT ADVISORS, INC. CRD 135588 | Dublin, OH | Corporate platform Corporation | $19.2M | 1 advisors | Percentage of AUM | View | |
| MIKE WOLTERS & ASSOCIATES, LTD. CRD 113994 | — | Corporate platform Corporation | $19.0M | 2 advisors | Percentage of AUM | View | |
| DESPAIN INVESTMENT SOLUTIONS, LTD. CRD 122581 | Collinsville, IL | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONE PEAK ASSET MANAGEMENT, INC. CRD 117241 | Westlake Village, CA | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRIBECA INVESTMENT INC. CRD 335369 | Chestnut Hill, MA | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM | View | |
| HOHENSEE FINANCIAL SERVICES, INC. CRD 113381 | Dousman, WI | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SCHWARTZ INVESTMENT MANAGEMENT CO. CRD 115427 | Dickinson, ND | Corporate platform Corporation | $18.9M | 1 employees | Percentage of AUM | View | |
| TAYLOR K A ASSOCIATES INC CRD 106296 | — | Corporate platform Corporation | $18.9M | 1 advisors | Fixed fees | View | |
| MLD INVESTMENT ADVISORY, INC. CRD 118571 | Henderson, NV | Corporate platform Corporation | $18.8M | 1 advisors | Percentage of AUM | View | |
| HEFFERNAN & ASSOCIATES, INC. CRD 104934 | St. Louis, MO | Corporate platform Corporation | $18.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CALVERT PLANNING CORPORATION CRD 124524 | Troy, MI | Corporate platform Corporation | $18.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORRIS GROUP ADVISORY SERVICE, INC CRD 121706 | Indianapolis, IN | Corporate platform Corporation | $18.6M | 1 advisors | Percentage of AUM | View | |
| GERRY DRANSFELDT RIA, INC CRD 130636 | — | Corporate platform Corporation | $18.6M | 1 advisors | Percentage of AUM | View | |
| ANTONE ASSET MANAGEMENT, INC CRD 141468 | Carlsbad, CA | Corporate platform Corporation | $18.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EXECUTIVE WEALTH PARTNERS CRD 297608 | Omaha, NE | Corporate platform Corporation | $18.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA INVESTMENT MANAGEMENT, INC. CRD 124313 | — | Corporate platform Corporation | $18.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MCKENNA & SULLIVAN INC CRD 120366 | Southampton, PA | Corporate platform Corporation | $18.2M | 1 advisors | Percentage of AUM; Hourly charges | View |