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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 | |||||
|---|---|---|---|---|---|---|---|
| BUTLER & CO., INC. CRD 153715 | South Windsor, CT | Corporate platform Corporation | $10.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MARCUS CAPITAL MANAGEMENT, INC. CRD 133222 | Boston, MA | Corporate platform Corporation | $9.9M | 2 advisors | Percentage of AUM | View | |
| JEFFERSON ASSET MANAGEMENT CRD 116222 | — | Corporate platform Corporation | $9.8M | 0 total employees | Percentage of AUM | View | |
| A.E. LAUFER FINANCIAL SERVICES, INC. CRD 141921 | Ft. Lauderdale, FL | Corporate platform Corporation | $9.8M | 1 advisors | Percentage of AUM | View | |
| HOMMEL WEALTH MANAGEMENT, INC. CRD 277166 | Garden City, NY | Corporate platform Corporation | $9.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MCDONNELL FINANCIAL SERVICES CRD 282462 | Pasadena, CA | Corporate platform Corporation | $9.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KEHOE INVESTMENT SERVICES, INC CRD 148997 | — | Corporate platform Corporation | $9.7M | 1 advisors | Percentage of AUM | View | |
| FAITHFUL STEWARD WEALTH MANAGEMENT, INC. CRD 158980 | — | Corporate platform Corporation | $9.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| JW GOLDEN GATE INVESTMENT, LLC CRD 307330 | — | Corporate platform Corporation | $9.4M | 1 advisors | Percentage of AUM | View | |
| EMERALD RESEARCH CORP. CRD 113918 | NJ | Corporate platform Corporation | $9.4M | 1 employees | Percentage of AUM | View | |
| FOUNDATION ASSOCIATES ASSET MANAGEMENT INC. CRD 315012 | — | Corporate platform Corporation | $9.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LONGVIEW FINANCIAL, INC. CRD 116365 | — | Corporate platform Corporation | $9.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAXWELL INVESTMENT ADVISORY SERVICES CRD 104922 | Troy, MI | Corporate platform Corporation | $9.2M | 1 advisors | Percentage of AUM | View | |
| VALUE FINANCIAL SERVICES CORP. CRD 128816 | — | Corporate platform Corporation | $9.2M | 1 advisors | Percentage of AUM | View | |
| INTERFUNDS CRD 136177 | Emeryville, CA | Corporate platform Corporation | $9.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MILLS VALUE ADVISER INC CRD 105886 | Arlington, VA | Corporate platform Corporation | $9.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| EVERGREEN CAPITAL MANAGEMENT, INC. CRD 129764 | Sandy, UT | Corporate platform Corporation | $9.0M | 1 advisors | Percentage of AUM | View | |
| ARISTON CAPITAL MANAGEMENT CORP CRD 105086 | — | Corporate platform Corporation | $8.9M | 1 advisors | Percentage of AUM | View | |
| MCDEVITT & BIRD INVESTMENT MANAGEMENT CO CRD 109920 | — | Corporate platform Corporation | $8.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CBIZ RETIREMENT PLAN ADVISORY SERVICES CRD 16678 | Cleveland, OH | Corporate platform Corporation | $8.9M | 16 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| PRUDENT INVESTMENT ADVISORS, INC. CRD 126501 | Rego Park, NY | Corporate platform Corporation | $8.7M | 1 advisors | Percentage of AUM | View | |
| THE PURSUIT, INC. CRD 283113 | — | Corporate platform Corporation | $8.6M | 1 advisors | Percentage of AUM | View | |
| SCHULTZ AND ASSOCIATES INC. CRD 128761 | Ashland, OR | Corporate platform Corporation | $8.5M | 1 advisors | Percentage of AUM | View | |
| R.G. ASSOCIATES, INC. CRD 121777 | Towson, MD | Corporate platform Corporation | $8.5M | 1 advisors | Percentage of AUM | View |