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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 | |||||
|---|---|---|---|---|---|---|---|
| THOMAS JACKSON FAMILY OFFICE, INC. CRD 127918 | Omaha, NE | Corporate platform Corporation | — | 1 advisors | Hourly charges; REFERRAL FEES/SHARES IN FEES CHARGED BY OTHER ADVISERS | View | |
| TIGER BAY MANAGEMENT, INC. CRD 138213 | Portsmouth, NH | Corporate platform Corporation | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| TORFEX LTD. CRD 337983 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TRANER SMITH WEALTH MANAGEMENT, INC. CRD 153166 | Edmonds, WA | Corporate platform Corporation | — | 1 advisors | SOLICIATATION FEE-THIRD PARTY IM INCLUDE CUSTODIAN INVOICE | View | |
| TRANSCEND ADVISOR INC. CRD 328253 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TRIER MANAGEMENT, INC. CRD 326729 | Reno, NV | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TRIGON INVESTMENT ADVISORS AG CRD 286220 | Zurich | Corporate platform Corporation | $0 | 1 employees | Percentage of AUM; Performance-based fees | View | |
| TRILOGY PARTNERS LIMITED CRD 172641 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TRINITY FINANCIAL PARTNERS CRD 136969 | Upland, CA | Corporate platform Corporation | — | 1 employees | NONE FOR INVESTMNT ADVISE. HRLY OR FIXED AMNT FOR OTHER BUS. ADV | View | |
| TRIPLE BALANCE ADVISERS INC CRD 314625 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| TRIVEST ADVISORS CRD 160993 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TRIVEST ADVISORS CRD 338870 | Singapore | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TRIVEST CAPITAL MANAGEMENT INC CRD 107586 | — | Corporate platform Corporation | — | 1 advisors | REFERRAL FEES | View | |
| TROVIO ASSET MANAGEMENT LTD CRD 330520 | Nassau, New Providence | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TURK VENTURES ADVISORY LIMITED CRD 161031 | St. Peter Port | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TURNER FINANCIAL SERVICES, INC. CRD 142128 | — | Corporate platform Corporation | — | 2 employees | PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| TVF CAPITAL MANAGEMENT LIMITED CRD 163760 | Trianon | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TWOGOOD FINANCIAL SERVICES, INC. CRD 323812 | Scottsdale, AZ | Corporate platform Corporation | — | 4 advisors | SOLICITATION FOR OTHER RIA | View | |
| UNIPLAN FINANCIAL INVESTMENTS INC. CRD 166667 | Dallas, TX | Corporate platform Corporation | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| UNISON CAPITAL, INC. CRD 329973 | Chiyoda-Ku, Tokyo | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| UPSTATE ADVISERS INC CRD 341449 | Pittsford, NY | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| USI SECURITIES, INC. CRD 43793 | Glastonbury, CT | Corporate platform Corporation | — | 24 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| UTI INVESTMENTS AMERICA LIMITED CRD 330110 | St. Peter Port, NY | Corporate platform Corporation | — | 4 advisors | Percentage of AUM; SOLICITATION FEES BASED ON ASSETS SOLICITED. | View | |
| VALENQOR CAPITAL INC CRD 342145 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View |