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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 | |||||
|---|---|---|---|---|---|---|---|
| BISHOPSGATE INVESTMENT COMPANY CRD 104516 | — | Corporate platform Corporation | $1.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FREEDOM ASSET MANAGEMENT INC. CRD 122939 | — | Corporate platform Corporation | $1.6M | 1 advisors | Hourly charges; 1.0% TRADING FEE/ 0.002 TRADING FEE | View | |
| AMBROZY & ASSOCIATES, INC. CRD 129318 | — | Corporate platform Corporation | $1.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CURTIN FINANCIAL SERVICES, INC. CRD 133095 | Burlington, MA | Corporate platform Corporation | $1.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| EDWARDS PREMIER FINANCIAL CRD 298453 | — | Corporate platform Corporation | $1.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TREEHOUSE FINANCIAL, INC CRD 161164 | — | Corporate platform Corporation | $1.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FRIEND FINANCIAL GROUP INC CRD 333887 | Thornton, CO | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GREGORY ADVISORS INC. CRD 112537 | Huntington Beach, CA | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHN INVESTOR SERVICES, INC. CRD 10046 | — | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BAF ADVISORS CORP CRD 323286 | Miami, FL | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TOTAL ASSETS MANAGEMENT, INC. CRD 129050 | Portland, OR | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM | View | |
| ATIP, INC CRD 136440 | — | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM | View | |
| SIMMONS FINANCIAL SERVICES, INC. CRD 132218 | Richmond, MI | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM | View | |
| RUBICON FINANCIAL NETWORK CRD 113980 | Tempe, AZ | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EPISTEME ADVISORS CRD 153919 | — | Corporate platform Corporation | $1.3M | 1 advisors | Percentage of AUM | View | |
| THE DIENEKES CORPORATION CRD 150276 | — | Corporate platform Corporation | $1.2M | 1 advisors | Percentage of AUM | View | |
| ZHANG CAPITAL MANAGEMENT CORP. CRD 148230 | — | Corporate platform Corporation | $1.1M | 1 advisors | Performance-based fees | View | |
| APPLETON INVESTMENT MANAGEMENT INC. CRD 113576 | Hortonville, WI | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| DYNAMIC INVESTMENT STRATEGIES, INC. CRD 127301 | — | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PROGRESS ALLIANCE INVESTMENT SERVICES CRD 122687 | — | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM | View | |
| EMERALD HAVEN INVESTMENTS CORP CRD 156522 | — | Corporate platform Corporation | $1.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPORL & COMPANY CRD 130785 | — | Corporate platform Corporation | $1.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE CHIP FINANCIAL ADVISORS, INC. CRD 119917 | — | Corporate platform Corporation | $1.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OPPENHEIMERFUNDS INC CRD 104983 | Atlanta, GA | Corporate platform Corporation | $828K | 4 advisors | Percentage of AUM | View |