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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 | |||||
|---|---|---|---|---|---|---|---|
| CONNOLLY FINANCIAL GROUP CRD 111325 | — | Corporate platform Corporation | $15.6M | 1 advisors | Percentage of AUM | View | |
| DUBLIN WEALTH MANAGEMENT, INC. CRD 153475 | — | Corporate platform Corporation | $15.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ECAPITAL ADVISORS, INC. CRD 114734 | — | Corporate platform Corporation | $15.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIVE PEAKS FINANCIAL CONSULTING, INC. CRD 115341 | — | Corporate platform Corporation | $15.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUSHANE MANAGEMENT, INC. CRD 168673 | Oxford, FL | Corporate platform Corporation | $15.5M | 1 advisors | Percentage of AUM | View | |
| MAURO CAPITAL MANAGEMENT, INC. CRD 122411 | — | Corporate platform Corporation | $15.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SOUND ASSET MANAGEMENT, INC. CRD 144170 | Mason, OH | Corporate platform Corporation | $15.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CC INVESTMENT ADVISORS, INC. CRD 117895 | Oklahoma City, OK | Corporate platform Corporation | $15.4M | 1 advisors | Percentage of AUM | View | |
| CLBI INVESTMENTS INC CRD 105703 | Walnut Creek, CA | Corporate platform Corporation | $15.3M | 1 advisors | Percentage of AUM | View | |
| PEACHER, INC. CRD 295662 | Laguna Beach, CA | Corporate platform Corporation | $15.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| IVAN CAPITAL MANAGEMENT, INC. CRD 114133 | — | Corporate platform Corporation | $14.9M | 1 advisors | Percentage of AUM | View | |
| BLUERING ADVISORS, INC CRD 316034 | — | Corporate platform Corporation | $14.9M | 2 advisors | Percentage of AUM | View | |
| GLOBAL SPECIAL SITUATIONS RESEARCH CO. INC. CRD 174812 | New York, NY | Corporate platform Corporation | $14.9M | 1 advisors | Percentage of AUM | View | |
| ZENITH INVESTMENTS CRD 120790 | — | Corporate platform Corporation | $14.6M | 1 advisors | Percentage of AUM | View | |
| W.A. GRIFFIN FINANCIAL SERVICES INC. CRD 302114 | — | Corporate platform Corporation | $14.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROYALTY WEALTH MANAGEMENT, INC. CRD 174534 | — | Corporate platform Corporation | $14.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FULTON INVESTMENT ADVISERS, INC. CRD 110989 | Wauwatosa, WI | Corporate platform Corporation | $14.5M | 1 advisors | Percentage of AUM | View | |
| NETWORTH CAPITAL CRD 326911 | Mexico City | Corporate platform Corporation | $14.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRIME SOLUTIONS FINANCIAL SERVICES CORP. CRD 120499 | — | Corporate platform Corporation | $14.2M | 3 advisors | Percentage of AUM | View | |
| FINANCIAL PLANNING PARTNERS CRD 126483 | — | Corporate platform Corporation | $14.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| EDDIE HAGGAR CAPITAL MGT, INC. CRD 116482 | — | Corporate platform Corporation | $14.0M | 1 advisors | Percentage of AUM | View | |
| HANNA FINANCIAL AND TAX SERVICES CRD 133825 | — | Corporate platform Corporation | $14.0M | 1 advisors | Percentage of AUM | View | |
| KLEIN FINANCIAL ADVISORS CRD 118900 | — | Corporate platform Corporation | $14.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ROW MANAGEMENT INC. CRD 332345 | Brooklyn, NY | Corporate platform Corporation | $14.0M | 2 advisors | Percentage of AUM | View |