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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 | |||||
|---|---|---|---|---|---|---|---|
| UNLIMITED TIMING SERVICE INC CRD 107770 | — | Corporate platform Corporation | $5.9M | 1 employees | Percentage of AUM · Hourly charges +1 more | View | |
| ELM ASSET MANAGEMENT INC. CRD 114199 | Denton, TX | Corporate platform Corporation | $5.9M | 1 advisors | Percentage of AUM | View | |
| KIPLING & CO. CRD 277115 | — | Corporate platform Corporation | $5.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DIEGELMAN CAPITAL ADVISORS CRD 283645 | — | Corporate platform Corporation | $5.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTENNIAL WEALTH MANAGEMENT INC. CRD 159381 | — | Corporate platform Corporation | $5.6M | 2 advisors | Percentage of AUM | View | |
| MANEKTALA INVESTMENT ADVISORY SERVICES INC. CRD 328562 | — | Corporate platform Corporation | $5.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAR SERVICES, INC. CRD 113579 | — | Corporate platform Corporation | $5.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC. CRD 299547 | Whiting, IN | Corporate platform Corporation | $5.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WIEDER FINANCIAL CORP. CRD 331643 | Yonkers, NY | Corporate platform Corporation | $5.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| H.H. INVESTMENT COUNSEL, INC. CRD 123133 | — | Corporate platform Corporation | $5.4M | 1 advisors | Percentage of AUM | View | |
| BRIGMAN WEALTH MANAGEMENT CRD 125482 | — | Corporate platform Corporation | $5.4M | 1 advisors | Percentage of AUM | View | |
| EMERALD INVESTMENTS, INC. CRD 120750 | Arlington, VA | Corporate platform Corporation | $5.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABUNDANCE ADVISORS, INC. CRD 135647 | — | Corporate platform Corporation | $5.2M | 0 total employees | Percentage of AUM; SELECTION OF OTHER ADVISORS | View | |
| JOSEPH C. KELLY & ASSOCIATES, INC. CRD 129279 | — | Corporate platform Corporation | $5.2M | 1 advisors | Percentage of AUM | View | |
| MENDE FINANCIAL COUNCIL, INC. CRD 335136 | — | Corporate platform Corporation | $5.1M | 1 advisors | Percentage of AUM | View | |
| HOWLETT TAX SERVICES, INC CRD 332582 | — | Corporate platform Corporation | $5.0M | 1 advisors | Percentage of AUM | View | |
| STERLING IMC CRD 107706 | Dewitt, NY | Corporate platform Corporation | $4.9M | 1 advisors | Percentage of AUM | View | |
| MARIN FINANCIAL GROUP CRD 288327 | — | Corporate platform Corporation | $4.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WORCHESTERSHIRE FINANCIAL CRD 154986 | — | Corporate platform Corporation | $4.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DAEHAN SECURITIES,INC CRD 167216 | — | Corporate platform Corporation | $4.7M | 1 advisors | Percentage of AUM | View | |
| THE KEMINTON GROUP CRD 166040 | New York, NY | Corporate platform Corporation | $4.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DVORCHAK & ASSOCIATES CRD 139551 | — | Corporate platform Corporation | $4.6M | 1 advisors | Percentage of AUM | View | |
| BOSTON INVESTMENT TRUST MANAGEMENT, INC. CRD 139446 | Bridgewater, MA | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M. D. FALK & COMPANY, INC. CRD 318489 | — | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM | View |