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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 | |||||
|---|---|---|---|---|---|---|---|
| FIREPLACE FINANCIAL INC CRD 312085 | — | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HEARTH CAPITAL MANAGEMENT CRD 111947 | — | Corporate platform Corporation | $4.5M | 0 total employees | Percentage of AUM; Hourly charges | View | |
| THE LEGACY COLLABORATIVE, INC. CRD 114591 | San Antonio, TX | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| H & S FINANCIAL ADVISORS INC. CRD 113418 | — | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM | View | |
| DEAN BENNETT ADVISORY SERVICES INC. CRD 322889 | Roseville, CA | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM | View | |
| HARBOR WEALTH MANAGEMENT CRD 116038 | — | Corporate platform Corporation | $4.4M | 1 advisors | Percentage of AUM | View | |
| CHT GROUP, INC. CRD 161842 | — | Corporate platform Corporation | $4.4M | 1 advisors | Percentage of AUM | View | |
| HIGHLANDS CAPITAL CORPORATION CRD 123361 | — | Corporate platform Corporation | $4.3M | 1 advisors | Percentage of AUM | View | |
| WEALTH MANAGEMENT SERVICES INC. CRD 164379 | — | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HIGHLANDS ASSET MANAGEMENT, INC. CRD 126850 | Highlands Ranch, CO | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM | View | |
| E.C. KRAYTON ASSOCIATES, INC. CRD 128746 | — | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM | View | |
| UP FINANCIAL USA INC. CRD 326602 | Calgary, Alberta, TX | Corporate platform Corporation | $4.1M | 3 advisors | Percentage of AUM | View | |
| DONNELLY INVESTMENTS CORPORATION CRD 282822 | — | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM | View | |
| DALEY CAPITAL, INC CRD 146441 | — | Corporate platform Corporation | $4.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINVEST CAPITAL MANAGEMENT, INC. CRD 304080 | — | Corporate platform Corporation | $4.0M | 1 advisors | Percentage of AUM | View | |
| VON KOHORN RESEARCH & ADVISORY, INC. CRD 139516 | Norwalk, CT | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ANDERSON WEALTH MANAGEMENT, INC. CRD 151241 | — | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERIGO ASSET MANAGEMENT CORPORATION CRD 153607 | Port Charlotte, FL | Corporate platform Corporation | $3.9M | 2 advisors | Percentage of AUM | View | |
| COLE INVESTMENT ADVISORS, INC. CRD 124264 | — | Corporate platform Corporation | $3.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACY WEALTH ADVISORS, LTD. CRD 324442 | Phoenix, AZ | Corporate platform Corporation | $3.8M | 1 advisors | Percentage of AUM | View | |
| ABSOLUTE ALPHA CORP CRD 173714 | Houston, TX | Corporate platform Corporation | $3.8M | 1 advisors | Percentage of AUM | View | |
| OAK TREE SECURITIES, INC. CRD 18126 | Livermore, CA | Corporate platform Corporation | $3.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MCFARLANE INVESTMENT ADVISORY SERVICES INC. CRD 134839 | — | Corporate platform Corporation | $3.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| P.W.B., INC. CRD 123258 | — | Corporate platform Corporation | $3.6M | — | Percentage of AUM | View |