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 | |||||
|---|---|---|---|---|---|---|---|
| CORAL COVE US GP LTD. CRD 340381 | Cedar Park, TX | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CORE EQUITY HOLDINGS GP LIMITED CRD 285453 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CORUNDUM PARTNERS CRD 282191 | Colorado Springs, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| COUGAR MUTUAL COMPANY INC CRD 337475 | Cooper City, FL | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| CREATIVE FINANCIAL CONCEPTS, INC. CRD 144618 | Wilmington, DE | Corporate platform Corporation | — | 1 advisors | Hourly charges; % OF ASSETS MANAGED BY OTHER MANAGERS | View | |
| CREATIVE WEALTH MEDIA ADVISORS INC. CRD 316725 | Toronto, Ontario | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CRESALTA INVESTMENT MANAGEMENT, INC. CRD 339872 | Greenwood Village, CO | Corporate platform Corporation | — | 3 advisors | Percentage of AUM | View | |
| CREST CAP ADVISORS, INC CRD 299551 | Atlanta, GA | Corporate platform Corporation | — | 1 advisors | REFERRAL FEES | View | |
| CRESTFIELD CAPITAL LTD. CRD 340498 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CROSS OCEAN ESS MANAGEMENT LIMITED CRD 288481 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CRYPFINE LLC CRD 337415 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CSW INVESTMENT SERVICES INC. CRD 162942 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CV-PC (CAYMAN) GP, LTD CRD 339668 | George Town | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CVP MANAGEMENT, INC. CRD 169433 | Cambridge, MA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CWS INVESTMENTS CRD 23551 | Newport Beach, CA | Corporate platform Corporation | — | 12 advisors | REIMBURSED EXPENSES | View | |
| DAO TRADING & ADVISORY INC. CRD 321953 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM; EDUCATION SERVICES | View | |
| DARWIN GLOBAL MANAGEMENT, LTD. CRD 312512 | St.. Helier, Channel Islands | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| DAWSON JAMES ASSET MANAGEMENT, INC. CRD 135259 | Boca Raton, FL | Corporate platform Corporation | — | 7 employees | Percentage of AUM · Hourly charges +1 more | View | |
| DDS INVESTMENT MANAGEMENT, INC. CRD 115503 | Northbrook, IL | Corporate platform Corporation | — | 1 advisors | REFERRAL FEE FROM 3RD PARTY RIA | View | |
| DEEP JOURNEY PROTOCOL VENTURES CRD 337320 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| DEIMARK CORP CRD 289280 | Rancho Cucamonga, CA | Corporate platform Corporation | — | 1 advisors | Commissions | View | |
| DELTA ADVISORS LIMITED CRD 163423 | West Bay | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| DESAI CAPITAL MANAGEMENT, INC. CRD 168032 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DESIGNED WEALTH USA LTD. CRD 337487 | SC | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM | View |