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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 | |||||
|---|---|---|---|---|---|---|---|
| BRIMSTONE ASSET MANAGEMENT COMPANY LIMITED CRD 313244 | Hong Kong | Corporate platform Corporation | $8.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RCS FINANCIAL ADVISORS, LTD CRD 121689 | — | Corporate platform Corporation | $8.3M | 1 advisors | Percentage of AUM | View | |
| MONROE FINANCIAL INC. CRD 304658 | Chicago, IL | Corporate platform Corporation | $8.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ADES WEALTH MANAGEMENT INC. CRD 284950 | Allenhurst, NJ | Corporate platform Corporation | $8.3M | 1 advisors | Percentage of AUM | View | |
| RLS FINANCIAL GROUP, INC. CRD 125914 | — | Corporate platform Corporation | $8.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PLUNKETT & ASSOCIATES, INC. CRD 127176 | — | Corporate platform Corporation | $8.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ABRAM ASSET MANAGEMENT CRD 151265 | — | Corporate platform Corporation | $8.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLOUT INC. ADVISORS CRD 153396 | Tucson, AZ | Corporate platform Corporation | $8.0M | 1 advisors | Percentage of AUM | View | |
| AHLBECK FINANCIAL CRD 312380 | Des Plaines, IL | Corporate platform Corporation | $8.0M | 2 advisors | Percentage of AUM | View | |
| GIRTON CAPITAL MANAGEMENT, INC. CRD 130573 | — | Corporate platform Corporation | $7.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFE'S BUSINESS, INC. CRD 152270 | Atlanta, GA | Corporate platform Corporation | $7.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RJ AUBREY INVESTMENTS CORP. CRD 134690 | — | Corporate platform Corporation | $7.8M | 0 total employees | Percentage of AUM | View | |
| VEST ASSURED, INC. CRD 137390 | — | Corporate platform Corporation | $7.8M | 1 advisors | Percentage of AUM | View | |
| JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. CRD 142486 | Melbourne, FL | Corporate platform Corporation | $7.8M | 1 advisors | Percentage of AUM · Commissions +1 more | View | |
| AGEWISE FINANCIAL INC. CRD 328162 | Palm Desert, CA | Corporate platform Corporation | $7.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GRIFFON INVESTMENT ADVISORS INCORPORATED CRD 287863 | Troy, MI | Corporate platform Corporation | $7.6M | 1 advisors | Percentage of AUM | View | |
| KANAKARIS AND ASSOCIATES CRD 285233 | Woodstock, GA | Corporate platform Corporation | $7.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIBERTY SOLUTIONS ADVISORS CRD 304043 | San Diego, CA | Corporate platform Corporation | $7.5M | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| ODYSSEY INVESTMENTS, CORP. CRD 315492 | Ocean City, MD | Corporate platform Corporation | $7.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVANCED TAX AND FINANCIAL SERVICES, INC. CRD 128968 | — | Corporate platform Corporation | $7.4M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL GROWTH MANAGEMENT INC. CRD 336548 | — | Corporate platform Corporation | $7.3M | 1 advisors | Percentage of AUM | View | |
| MT RYAN, INC. CRD 168392 | San Clemente, CA | Corporate platform Corporation | $7.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TETON WEALTH MANAGEMENT, INC. CRD 138520 | — | Corporate platform Corporation | $7.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STERLING FINANCIAL MANAGEMENT, INC. CRD 123268 | — | Corporate platform Corporation | $7.1M | 1 advisors | Percentage of AUM; Hourly charges | View |