Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| AMERIBANC CORPORATION CRD 124207 | — | Corporate platform Corporation | $3.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEVID, INC. CRD 310745 | — | Corporate platform Corporation | $3.5M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL SOLUTION ADVISORS CORP. CRD 121647 | — | Corporate platform Corporation | $3.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALLEY INVESTORS CORPORATION CRD 117306 | Roanoke, VA | Corporate platform Corporation | $3.4M | 1 advisors | Percentage of AUM | View | |
| FIDELITY FEDERAL PLANNING CORP. CRD 114873 | Montgomeryville, PA | Corporate platform Corporation | $3.4M | 1 advisors | Percentage of AUM | View | |
| THALES INVESTMENT SERVICES, INC. CRD 160774 | — | Corporate platform Corporation | $3.4M | 2 advisors | Percentage of AUM | View | |
| BALL INVESTMENTS CORPORATION CRD 329782 | — | Corporate platform Corporation | $3.3M | 1 advisors | Percentage of AUM | View | |
| KINETIC PATHWAYS COMPANY CRD 331950 | — | Corporate platform Corporation | $3.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TOWER FINANCIAL STRATEGIES CORP. CRD 293556 | — | Corporate platform Corporation | $3.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVIGAR ADVISORS, INC. CRD 150344 | Tampa, FL | Corporate platform Corporation | $3.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COURSEVIEW CAPITAL LLC CRD 311997 | — | Corporate platform Corporation | $3.2M | 1 advisors | Percentage of AUM | View | |
| D.A. SCHWENKER & ASSOC.'S, INC. CRD 119746 | Pagosa Springs, CO | Corporate platform Corporation | $3.1M | 1 advisors | Percentage of AUM | View | |
| SHAFFER ASSET MANAGEMENT, INC. CRD 113383 | — | Corporate platform Corporation | $3.1M | 1 advisors | Percentage of AUM; SPEAKING FEES | View | |
| MCWILLIAMS ASSET MANAGEMENT INC. CRD 331404 | San Marcos, CA | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM | View | |
| DIVERGENCE CAPITAL MANAGEMENT CRD 139601 | — | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM | View | |
| ALASKA RETIREMENT CRD 291314 | — | Corporate platform Corporation | $3.0M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| CAPITAL PLANNING ASSOCIATES, INCORPORATED CRD 128863 | Marlton, NJ | Corporate platform Corporation | $3.0M | — | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTORS ADVISORY SERVICES INC CRD 105505 | — | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM | View | |
| SILVERBROOK INVESTMENT ADVISORS, INC. CRD 153911 | — | Corporate platform Corporation | $2.8M | 1 advisors | Percentage of AUM; LIFE INS. & FIXED ANNUITIES | View | |
| YUKA CORP CRD 337865 | Houston, TX | Corporate platform Corporation | $2.7M | 1 advisors | Percentage of AUM | View | |
| SALT CREEK HILLS MONEY, LTD. CRD 172401 | — | Corporate platform Corporation | $2.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL POSITIONING SYSTEM, INC CRD 165756 | Derwood, MD | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM; Subscription fees | View | |
| TRJ WEALTH MANAGEMENT, INC. CRD 128661 | — | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM | View | |
| OREND INVESTMENT MANAGEMENT, INC. CRD 119693 | Youngstown, OH | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM; Hourly charges | View |