Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| LEMLEY YARLING MANAGEMENT CO CRD 110792 | — | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM; Commissions | View | |
| THE INNES ASSOCIATES, LTD. CRD 117326 | Tempe, AZ | Corporate platform Corporation | $12.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JEWELL WEALTH MANAGEMENT INC. CRD 304259 | — | Corporate platform Corporation | $11.9M | 1 advisors | Percentage of AUM | View | |
| BIRD DOG TRADING CORPORATION CRD 152817 | — | Corporate platform Corporation | $11.9M | 1 advisors | Percentage of AUM | View | |
| PARK WEALTH MANAGEMENT CRD 151633 | Federal Way, WA | Corporate platform Corporation | $11.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GREENFIELD/LEWIS INVESTMENT COUNSEL CRD 119916 | — | Corporate platform Corporation | $11.8M | 1 advisors | Percentage of AUM | View | |
| SECURITIES INDUSTRY MANAGEMENT CORP. CRD 19789 | — | Corporate platform Corporation | $11.7M | 1 advisors | Percentage of AUM | View | |
| PROFESSIONAL ASSET MANAGEMENT, INC CRD 110212 | — | Corporate platform Corporation | $11.6M | 2 advisors | Hourly charges; Fixed fees | View | |
| BURRIS WEALTH MANAGEMENT, INC. CRD 171049 | Surprise, AZ | Corporate platform Corporation | $11.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PATHWAY PLANNING INC CRD 117051 | Brookhaven, MS | Corporate platform Corporation | $11.6M | 2 advisors | Percentage of AUM | View | |
| CROUCH INVESTMENT GROUP, INC. CRD 282106 | — | Corporate platform Corporation | $11.5M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL EQUATIONS ADVISORS, INC. CRD 305295 | Corona, CA | Corporate platform Corporation | $11.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL PARTNERS, INC. CRD 331728 | — | Corporate platform Corporation | $11.5M | 1 advisors | Percentage of AUM | View | |
| FIRST AMERICAN FINANCIAL ADVISORS, INC. CRD 113420 | Overland Park, KS | Corporate platform Corporation | $11.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AEGIS ASSET MANAGEMENT, INC. CRD 305008 | Anaheim, CA | Corporate platform Corporation | $11.5M | 2 advisors | Percentage of AUM | View | |
| HACKET ASSET MANAGEMENT, INC. CRD 119777 | — | Corporate platform Corporation | $11.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| POTOMAC INVESTMENT MANAGEMENT, INC. CRD 119194 | — | Corporate platform Corporation | $11.4M | 1 advisors | Percentage of AUM | View | |
| INTEGRATED FINANCIAL RESOURCES, INC. CRD 110864 | Toledo, OH | Corporate platform Corporation | $11.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| NORTHFRONT FINANCIAL USA INC CRD 301105 | Calgary, Alberta, AZ | Corporate platform Corporation | $11.3M | 2 advisors | Percentage of AUM | View | |
| INDIGO ASSET MANAGEMENT, INC. CRD 127687 | — | Corporate platform Corporation | $11.2M | 1 advisors | Percentage of AUM | View | |
| CAPITAL MANAGEMENT INVESTOR SERVICES, INC. CRD 126173 | Miami, FL | Corporate platform Corporation | $11.0M | 1 advisors | Percentage of AUM | View | |
| IDEAS IN FINANCE CRD 174284 | — | Corporate platform Corporation | $11.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YELLOWSTONE INVESTMENT PLANNERS, INC. CRD 134387 | — | Corporate platform Corporation | $11.0M | 1 advisors | Percentage of AUM | View | |
| KEY FINANCIAL CONCEPTS, INC. CRD 125985 | Vernon, CT | Corporate platform Corporation | $11.0M | 1 advisors | Percentage of AUM; Hourly charges | View |