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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 | |||||
|---|---|---|---|---|---|---|---|
| C FINANCIAL AND TAX ASSOCIATES CRD 170453 | Riverside, CA | Corporate platform Corporation | $10.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GREAT LAKES FINANCIAL COMPANIES INC. CRD 120272 | Twinsburg, OH | Corporate platform Corporation | $10.9M | 1 advisors | Percentage of AUM; Commissions | View | |
| FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC. CRD 131166 | Lutz, FL | Corporate platform Corporation | $10.8M | 2 advisors | Percentage of AUM | View | |
| BALANCE FINANCIAL SERVICES, INC. CRD 116586 | — | Corporate platform Corporation | $10.7M | 1 advisors | Percentage of AUM | View | |
| GUARDIAN PLUS INC CRD 134306 | — | Corporate platform Corporation | $10.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK DOG FINANCIAL LTD. CRD 159908 | — | Corporate platform Corporation | $10.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| R & R RETIREMENT SERVICES, INC CRD 118776 | Seattle, WA | Corporate platform Corporation | $10.7M | 1 advisors | Percentage of AUM | View | |
| DISCIPLINED FINANCIAL SERVICES, INC. CRD 174947 | — | Corporate platform Corporation | $10.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ZRCOR INC. CRD 147705 | — | Corporate platform Corporation | $10.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| INCOME MANAGEMENT COMPANY CRD 113682 | — | Corporate platform Corporation | $10.6M | 1 advisors | Percentage of AUM | View | |
| O'GORMAN ASSET MANAGEMENT, INC. CRD 129056 | — | Corporate platform Corporation | $10.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARSH FINANCIAL GROUP CRD 157134 | — | Corporate platform Corporation | $10.5M | 2 advisors | Percentage of AUM | View | |
| EQUITY MANAGEMENT, INC. CRD 116728 | — | Corporate platform Corporation | $10.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MERIDIAN INVESTMENT MANAGEMENT, INC. CRD 129233 | — | Corporate platform Corporation | $10.4M | 1 advisors | Percentage of AUM | View | |
| YONGCHANG COMPANY INC CRD 304736 | Duluth, GA | Corporate platform Corporation | $10.4M | 1 advisors | Percentage of AUM | View | |
| EMMAUS INVESTOR SERVICES CORP. CRD 139376 | — | Corporate platform Corporation | $10.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH MANAGEMENT NORTHWEST, INC. CRD 115983 | — | Corporate platform Corporation | $10.3M | 1 advisors | Percentage of AUM | View | |
| RED OAK CAPITAL ADVISORS CRD 159665 | Fuquay Varina, NC | Corporate platform Corporation | $10.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATURE MONEY MANAGEMENT, INC CRD 145996 | — | Corporate platform Corporation | $10.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINANCIAL FACILITATORS, INC. CRD 154323 | Eugene, OR | Corporate platform Corporation | $10.2M | 1 advisors | Percentage of AUM | View | |
| MADISON MONEY MANAGEMENT, INC. CRD 126394 | — | Corporate platform Corporation | $10.1M | 1 advisors | Percentage of AUM | View | |
| BURNS FINANCIAL ADVISORS, INC. CRD 111826 | Independence, OH | Corporate platform Corporation | $10.1M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DOYLE INVESTMENT MANAGEMENT CRD 137767 | — | Corporate platform Corporation | $10.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KELLY JONES INVESTMENT SERVICES, INC. CRD 143801 | — | Corporate platform Corporation | $10.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |