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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 | |||||
|---|---|---|---|---|---|---|---|
| ROBERT M WALKER & ASSOCIATES CRD 122671 | — | Corporate platform Corporation | $13.6M | 2 advisors | Percentage of AUM | View | |
| DENTAL RETIREMENT STRATEGIES, INC. CRD 127559 | — | Corporate platform Corporation | $13.5M | 1 advisors | Percentage of AUM | View | |
| FIDUCIARY TACTICAL STRATEGIES, INC. CRD 110723 | Chesterfield, MO | Corporate platform Corporation | $13.4M | 2 advisors | Percentage of AUM | View | |
| INTEGRATED CAPITAL MANAGEMENT, INC CRD 288940 | Carson, CA | Corporate platform Corporation | $13.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| R.M. DUNCAN CAPITAL MANAGEMENT CORPORATION CRD 116857 | Little Rock, AR | Corporate platform Corporation | $13.3M | 2 advisors | Percentage of AUM | View | |
| FIRST FINANCIAL STRATEGIES INC CRD 110467 | Phoenix, AZ | Corporate platform Corporation | $13.3M | 1 advisors | Percentage of AUM | View | |
| KG CONSULTING GROUP, INC. CRD 175431 | — | Corporate platform Corporation | $13.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CHIEF CAPITAL MANAGEMENT, INC CRD 108753 | — | Corporate platform Corporation | $12.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ADVISORS WEALTH MANAGEMENT, INC CRD 172657 | — | Corporate platform Corporation | $12.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AMES FINANCIAL SERVICES CRD 137261 | Lakewood, CA | Corporate platform Corporation | $12.9M | 1 advisors | Percentage of AUM | View | |
| AWARENESS WEALTH ADVISORS, INC. CRD 239786 | — | Corporate platform Corporation | $12.8M | 1 advisors | Percentage of AUM | View | |
| ELLIOTT CAPITAL MANAGEMENT, INC. CRD 123852 | Bloomington, IL | Corporate platform Corporation | $12.6M | 1 advisors | Percentage of AUM | View | |
| SJOSTROM FINANCIAL PLANNING INC. CRD 123607 | — | Corporate platform Corporation | $12.3M | 0 total employees | Percentage of AUM; Hourly charges | View | |
| CREATIVEVEST INC CRD 323784 | — | Corporate platform Corporation | $12.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RB INVESTMENT MANAGEMENT INC. CRD 318967 | — | Corporate platform Corporation | $12.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| D.A.C. DAVIS INVESTMENT COUNSEL, INC. CRD 107015 | Toronto, Ontario, NH | Corporate platform Corporation | $12.3M | 0 total employees | Percentage of AUM | View | |
| FOUNTAIN FINANCIAL & TAX CRD 339090 | Harrison, AR | Corporate platform Corporation | $12.2M | 1 advisors | Percentage of AUM | View | |
| THE OAKES FINANCIAL GROUP CRD 159355 | — | Corporate platform Corporation | $12.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| YEGEN FINANCIAL GROUP, LTD CRD 121580 | — | Corporate platform Corporation | $12.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHEAR CAPITAL, INC. CRD 283168 | Cincinnati, OH | Corporate platform Corporation | $12.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| KAITZ INVESTMENTS INC. CRD 157459 | — | Corporate platform Corporation | $12.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HARRIS WEALTH MANAGEMENT CRD 169810 | — | Corporate platform Corporation | $12.2M | 1 advisors | Percentage of AUM | View | |
| HAYSLEY FINANCIAL SERVICES, INC. CRD 145248 | Lake Mary, FL | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CUSTOMERS' YACHTS ADVISERS, INC. CRD 307730 | New York, NY | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM | View |