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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 | |||||
|---|---|---|---|---|---|---|---|
| SPIRIT EYE INVESTMENT LTD CRD 340663 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| STALNAKER INVESTMENT GROUP, INC. CRD 126757 | — | Corporate platform Corporation | — | 1 advisors | NO FEES FOR FAMILY | View | |
| STARKEL CAPITAL MANAGEMENT, INC CRD 323738 | Omaha, NE | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| STARLION GLOBAL MANAGEMENT INC CRD 341316 | Albany, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| STATE STREET DIGITAL LTD CRD 340778 | Boston, MA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| STEPHEN L. SMITH CORPORATION CRD 116459 | Jenks, OK | Corporate platform Corporation | — | 2 advisors | Percentage of AUM | View | |
| STERLING ADVISORY SERVICES, INC. CRD 163874 | Herndon, VA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| STERLING LEGACY ADVISORS INC. CRD 340172 | NJ | Corporate platform Corporation | $0 | 2 advisors | Percentage of AUM; Hourly charges | View | |
| STEVEN H. LEWIS P.C. CRD 139739 | Chicago, IL | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| STEVEN P. SIEGEL, LTD. CRD 172308 | — | Corporate platform Corporation | — | 1 advisors | SHARES IN FEES PAID TO OTHER ADVISERS | View | |
| STF ADVISORY INC CRD 339084 | Frisco, TX | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| STIFEL STRATEGIE CONSULTING PARTNERS LTD. CRD 335333 | Englewood, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| STONE & NEWHOUSE WEALTH ADVISORY CRD 331044 | Los Angeles, CA | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| STRATEGIC ADVISORS, INC. CRD 126045 | Atlanta, GA | Corporate platform Corporation | — | 0 total employees | A PERCENTAGE (BASIS POINTS) OF PLAN ASSETS | View | |
| SUMMITWEST MANAGEMENT LTD CRD 338092 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SUNRISE INVESTMENTS HOLDINGS LIMITED CRD 309074 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SUNU VENTURES CRD 333021 | Amsterdam, Noord Holland | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SWISS AMERICAN ADVISORS LTD. CRD 152531 | Zuerich | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM | View | |
| TALLGRASS WEALTH MANAGEMENT, INC. CRD 305396 | Sioux Falls, SD | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| THE B GROUP, INC. CRD 310357 | Dallas, TX | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| THE EXXEL GROUP CRD 163787 | Montevideo | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| THE INVESTMENT ADVISORY OFFICE OF CHRISTOPHER MIKES, P.A. CRD 340895 | Bonita Springs, FL | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE JM FINANCIAL PLANNING GROUP, LTD. CRD 167347 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE SEB GROUP, INC. CRD 134156 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges | View |