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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 | |||||
|---|---|---|---|---|---|---|---|
| SCHARL ADVISORY SERVICES, INC. CRD 118171 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| SCHWAB WEALTH ADVISORY, INC. CRD 159035 | San Francisco, CA | Corporate platform Corporation | — | 1375 advisors | SWA PROGRAM PAID BY WRAP SPONSOR PURSUANT TO COST PLAN FORMULA. | View | |
| SCHWARTZ SCHOOL OF BUSINESS CRD 336738 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SEVEN VOYAGERS MANAGEMENT LTD. CRD 311535 | Taipei | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SHANGHAI GOKU TECHNOLOGIES LIMITED CRD 329355 | Shanghai | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SHARON LUND, FINANCIAL PLANNING, INC. CRD 129275 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| SHIFT 4 ADVISORS, INC. CRD 329628 | Murrieta, CA | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SHINING LIGHT INVESTMENT CORPORATION CRD 312649 | Hampton, VA | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| SIGMA FINANCIAL, INC. CRD 123184 | Allentown, PA | Corporate platform Corporation | — | 4 advisors | Fixed fees | View | |
| SINGAPORE GOKU TECHNOLOGIES PTE. LTD. CRD 335184 | Singapore | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SINGER, LEEMON & ASSOCIATES, INC. CRD 127931 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| SKM PROFESSIONAL SERVICES, INC. CRD 172100 | Metairie, LA | Corporate platform Corporation | — | 2 employees | SOLICITOR | View | |
| SLAVIC WEALTH MANAGEMENT, INC. CRD 327929 | Boca Raton, FL | Corporate platform Corporation | $0 | 4 advisors | Percentage of AUM | View | |
| SMBC ASSET MANAGEMENT, INC. CRD 109691 | New York, NY | Corporate platform Corporation | — | 3 advisors | COSTS PLUS 10% | View | |
| SMITHR CAPITAL CRD 340284 | Austin, TX | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SOFTBANK, INC. CRD 163118 | Newton, MA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SOLASTA VENTURES, INC CRD 305520 | Boston, MA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SOUTH GATE LABS, INC CRD 340661 | Miami, FL | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SOUTHCOAST ADVISORY GROUP, INC CRD 161543 | Fall River, MA | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM | View | |
| SOUTHEAST CAPITAL MANAGEMENT LTD CRD 334751 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM | View | |
| SOUTHOLD ASSET MANAGEMENT, INC. CRD 333908 | — | Corporate platform Corporation | — | 1 advisors | REFFERAL | View | |
| SPARROW WEALTH MANAGEMENT CRD 335599 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPECIALISED RESEARCH (UK) CRD 331937 | St. Albans | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SPECTRUM FINANCIAL STRATEGIES INC CRD 106419 | Hamden, CT | Corporate platform Corporation | — | 1 advisors | Hourly charges · Fixed fees +1 more | View |