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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 | |||||
|---|---|---|---|---|---|---|---|
| PLAN AHEAD ADVISORS CRD 168685 | West Palm Beach, FL | Corporate platform Corporation | $7.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CGAA CRD 331075 | Hauppauge, NY | Corporate platform Corporation | $7.0M | 1 advisors | Percentage of AUM | View | |
| SOLOMON INVESTMENT GROUP, INC. CRD 144575 | — | Corporate platform Corporation | $6.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BLACK DIAMOND INVESTMENT GROUP,INC. CRD 122917 | Kalamazoo, MI | Corporate platform Corporation | $6.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WELLSPRING CAPITAL GROUP, LTD. CRD 152400 | — | Corporate platform Corporation | $6.9M | 1 advisors | Percentage of AUM | View | |
| LUNA INVESTMENT SERVICES INC. CRD 113474 | — | Corporate platform Corporation | $6.8M | 1 advisors | Percentage of AUM | View | |
| KUN-LUN DEVELOPMENT CORPORATION CRD 39283 | — | Corporate platform Corporation | $6.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTMENTS TECHNOLOGY INC CRD 110223 | — | Corporate platform Corporation | $6.6M | 2 advisors | Percentage of AUM | View | |
| WISE INVESTMENT MANAGEMENT CRD 114731 | — | Corporate platform Corporation | $6.5M | 0 total employees | Percentage of AUM | View | |
| BROKAW RICE INVESTMENT ADVISORS, INCORPORATED CRD 141533 | — | Corporate platform Corporation | $6.5M | 2 advisors | Percentage of AUM | View | |
| INVESTMENT CAPITAL MANAGEMENT, INC. CRD 112691 | Clinton, NJ | Corporate platform Corporation | $6.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LAKE STATE FINANCIAL INC CRD 327163 | — | Corporate platform Corporation | $6.4M | 1 advisors | Percentage of AUM | View | |
| O'HARA WEALTH MANAGEMENT INC CRD 297201 | Port Jefferson Station, NY | Corporate platform Corporation | $6.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BYERLY INVESTMENT MANAGEMENT INC. CRD 155542 | — | Corporate platform Corporation | $6.4M | 1 advisors | Percentage of AUM | View | |
| TURPIN & ASSOCIATES INC CRD 122841 | Indianapolis, IN | Corporate platform Corporation | $6.3M | 1 advisors | Percentage of AUM | View | |
| WEALTH PLANNING, INC. CRD 116045 | — | Corporate platform Corporation | $6.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KONZA CAPITAL ADVISORS CRD 113823 | — | Corporate platform Corporation | $6.3M | 1 advisors | Percentage of AUM | View | |
| ALPHA INITIATIVE CRD 299242 | Palo Cedro, CA | Corporate platform Corporation | $6.2M | 1 advisors | Percentage of AUM | View | |
| FLETCHER WEALTH MANAGEMENT, INC. CRD 322877 | Kingsport, TN | Corporate platform Corporation | $6.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PREMIERE MANAGEMENT CRD 122298 | — | Corporate platform Corporation | $6.1M | 1 advisors | Percentage of AUM | View | |
| WHITESTONE CAPITAL MANAGEMENT, INC. CRD 120468 | — | Corporate platform Corporation | $6.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| H I MANAGEMENT SERVICES INC. CRD 152551 | — | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| THE GARRETT GROUP CRD 145451 | Encinitas, CA | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| LEGACY WEALTH MANAGEMENT, INC. CRD 306557 | — | Corporate platform Corporation | $6.0M | 0 total employees | Percentage of AUM · Hourly charges +1 more | View |