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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 | |||||
|---|---|---|---|---|---|---|---|
| Q4 STRATEGIC EQUITY ADVISORS INC. CRD 146071 | Roseville, CA | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM; SELECTION OF OTHER ADVISORS | View | |
| BRICE FINANCIAL ADVISORS INC CRD 326528 | Miami, FL | Corporate platform Corporation | $2.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ATTEND WEALTH CRD 335194 | Atlanta, GA | Corporate platform Corporation | $2.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BEDINGHAUS FINANCIAL GROUP, INC CRD 318378 | Clearwater, FL | Corporate platform Corporation | $2.3M | 1 advisors | Percentage of AUM | View | |
| NORTHWEST INCOME INVESTMENTS, INC CRD 116119 | — | Corporate platform Corporation | $2.3M | 1 advisors | Percentage of AUM | View | |
| CAVE, INC. CRD 126171 | — | Corporate platform Corporation | $2.3M | 1 advisors | Percentage of AUM | View | |
| SUNSHINE KAPITAL CRD 330662 | — | Corporate platform Corporation | $2.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SAB GROUP FINANCIAL, P.A CRD 147008 | — | Corporate platform Corporation | $2.2M | 1 advisors | Percentage of AUM | View | |
| RUSSELL ADVISORY GROUP, INC CRD 297199 | — | Corporate platform Corporation | $2.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOSEPH M. SEBO, CFP INC. CRD 323589 | Oceanside, CA | Corporate platform Corporation | $2.0M | 1 advisors | Percentage of AUM | View | |
| INTEGRATED CAPITAL MANAGEMENT COMPANY, INC. CRD 119658 | — | Corporate platform Corporation | $2.0M | 1 advisors | Percentage of AUM | View | |
| MONEY CONSULTANTS ADVISORY, INC. CRD 111158 | — | Corporate platform Corporation | $2.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SUMMIT EQUITY MANAGEMENT, INC. CRD 132071 | — | Corporate platform Corporation | $2.0M | 0 total employees | Percentage of AUM | View | |
| CARROLL WEALTH MANAGEMENT INC. CRD 152211 | Chesterfield, MO | Corporate platform Corporation | $1.9M | 1 advisors | Percentage of AUM | View | |
| DEL VAL RETIREMENT AND INVESTMENT SERVICES INC CRD 332602 | Doylestown, PA | Corporate platform Corporation | $1.9M | 1 advisors | Percentage of AUM | View | |
| JWL & ASSOCIATES, INC. CRD 314576 | — | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM | View | |
| ORION-ARCHSTONE ASSET MANAGEMENT INC. CRD 286225 | New York, NY | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SD PERRON & CO. INVESTMENT SERVICES CRD 132592 | — | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| THE ASTRAEA CORPORATION CRD 114124 | — | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GANT INVESTMENT ADVISORS, INC. CRD 120467 | Toledo, OH | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM | View | |
| DPM WEALTH MANAGEMENT, INC. CRD 126541 | — | Corporate platform Corporation | $1.7M | 1 advisors | Percentage of AUM | View | |
| UPSIDE LAB ADVISORS INC. CRD 304862 | — | Corporate platform Corporation | $1.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CITY INVESTMENT ADVISORS, INC. CRD 123145 | Langhorne, PA | Corporate platform Corporation | $1.6M | 1 advisors | Percentage of AUM | View | |
| NAV WEALTH MANAGEMENT CORP. CRD 149629 | — | Corporate platform Corporation | $1.6M | 0 total employees | Percentage of AUM | View |