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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.

FeesReputationProfile
CASTLE GROUP INVESTMENT COUNSEL, INC.

CRD 134992

Corporate platform

Corporation

2 advisorsPercentage of AUMView
CDPQ GLOBAL INFRASTRUCTURE INC.

CRD 338423

Montreal, Quebec

Corporate platform

Corporation

Fees not disclosedView
CEDAR TRACE CAPITAL MANAGEMENT LIMITED

CRD 339885

Hamilton

Corporate platform

Corporation

Fees not disclosedView
CENTURY FRONTIER CAPITAL LIMITED

CRD 339831

British Virgin Islands, British Virgin Islands

Corporate platform

Corporation

Fees not disclosedView
CEREVIA LTD

CRD 342403

Denver, CO

Corporate platform

Corporation

Fees not disclosedView
CFLER CO., LTD.

CRD 338017

Denver, CO

Corporate platform

Corporation

Fees not disclosedView
CG PARTNERS (GP) INC.

CRD 332567

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
CHESAPEAKE WEALTH STRATEGIES, INC.

CRD 284097

Baltimore, MD

Corporate platform

Corporation

1 advisorsSOLICIT FOR UNAFFILIATED REGISTERED INVESTMENT ADVISORView
CHILDS INVESTMENT GROUP, INC

CRD 120123

Archbold, OH

Corporate platform

Corporation

0 total employeesHourly charges · Fixed fees +1 moreView
CHINA CONSUMER MANAGEMENT II LIMITED

CRD 165035

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
CHINA EVERBRIGHT INVESTMENT MANAGEMENT LIMITED

CRD 163000

Admiralty

Corporate platform

Corporation

Fees not disclosedView
CHINA EVERBRIGHT ASSETS MANAGEMENT LIMITED

CRD 171572

Admiralty

Corporate platform

Corporation

Fees not disclosedView
CIBRA CAPITAL LTD

CRD 334693

London

Corporate platform

Corporation

Fees not disclosedView
CIFCOIN GLOBAL FINANCE INC.

CRD 339250

Dover, DE

Corporate platform

Corporation

Fees not disclosedView
CITIWEST CAPITAL CORPORATION

CRD 113301

Denver, CO

Corporate platform

Corporation

1 advisorsFixed feesView
CJS SECURITIES IA, INC.

CRD 326920

White Plains, NY

Corporate platform

Corporation

1 advisorsFixed fees; FEES DETERMINED BY CLIENTView
CLASSICCPA

CRD 339515

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
CLEVELAND DIGITAL LIMITED

CRD 325124

Road Town, Tortola

Corporate platform

Corporation

Fees not disclosedView
CMC ADVISORS, INC.

CRD 123811

Boca Raton, FL

Corporate platform

Corporation

2 advisorsPERCENTAGE OF ASSETS UNDER ADVISEMENTView
COCOZZA FINANCIAL PLANNING, LTD.

CRD 117316

Corporate platform

Corporation

1 advisorsHourly chargesView
COMPOSITE CAPITAL MANAGEMENT (SG) PTE. LTD.

CRD 337252

Singapore

Corporate platform

Corporation

Fees not disclosedView
COMPREHENSIVE PLANNING, INC.

CRD 123352

Corporate platform

Corporation

1 advisorsCommissionsView
CONCENTRATED RISK SOLUTIONS INC.

CRD 171758

Corporate platform

Corporation

2 advisorsWHOLESALER FEESView
CONSULTA LIMITED

CRD 318927

London

Corporate platform

Corporation

Fees not disclosedView
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